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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Concorde Asset Management
5551
Concorde Asset Management
Michigan
$250M +$10.9M +5% 1.13% – 253 17% 2
SGL Investment Advisors
5552
SGL Investment Advisors
Montana
$250M +$10M +4% 1.95% – 136 13.97% 1
Juno Financial Group
5553
Juno Financial Group
Virginia
$250M – – 1.72% – 69 – 0
Pennington Partners & Co
5554
Pennington Partners & Co
Maryland
$250M +$38.7M +18% 1.72% – 103 19.42% 0.7
Stash Investments
5555
Stash Investments
New York
$249M +$17M +7% 1.15% 40.7% 5 0% 2
Freshford Capital Management
5556
Freshford Capital Management
New York
$249M -$114M -31% 5.16% 97.3% 26 53.85% 0.8
Solstein Capital
5557
Solstein Capital
California
$249M -$191M -43% 3.91% 102% 506 16.8% 2.5
Retirement Planning Company of New England
5558
Retirement Planning Company of New England
Rhode Island
$249M +$719K +0.3% 3.13% 125% 256 8.2% 3
Beacon Investment Advisors
5559
Beacon Investment Advisors
Maryland
$249M +$4.78M +2% 3.57% 96.4% 168 4.17% 2.3
Index Venture Life Associates VI
5560
Index Venture Life Associates VI
Jersey
$249M +$7.57M +3% 3.13% – 1 0% 4
Shira Ridge Wealth Management
5561
Shira Ridge Wealth Management
California
$249M +$13.3M +6% 2.6% 72.8% 91 15.38% 2.1
Chicago Wealth Management
5562
Chicago Wealth Management
Illinois
$249M +$19.4M +8% 8.14% 134% 56 16.07% 2.4
Game Plan Financial Advisors
5563
Game Plan Financial Advisors
Ohio
$249M +$7.33M +3% 2.78% – 404 24.26% 1.9
Beta Wealth Group
5564
Beta Wealth Group
California
$249M -$4.65M -2% 1.74% 45.4% 122 10.66% 2
Painted Porch Advisors
5565
Painted Porch Advisors
California
$249M -$13.7M -5% 1.73% – 470 85.32% 1.7
MAS
5566
Madden Advisory Services
Florida
$249M -$9.6M -4% 1.93% 52.3% 107 4.67% 5.7
Hubbell Strickland Wealth Management
5567
Hubbell Strickland Wealth Management
Louisiana
$249M +$5.52M +2% 1.82% 64.8% 82 2.44% 4.3
Genesee Capital Advisors
5568
Genesee Capital Advisors
New York
$248M +$18.3M +8% 1.73% 107% 136 14.71% 2.2
MBA Advisors
5569
MBA Advisors
Pennsylvania
$248M +$14M +6% 2.41% 66.1% 150 13.33% 3.2
Selby Wealth Management
5570
Selby Wealth Management
California
$248M – – 0.71% – 84 – 0
TKG Advisors
5571
TKG Advisors
Indiana
$248M +$14.5M +6% 4.01% 116% 99 21.21% 1.9
Tabor Asset Management
5572
Tabor Asset Management
New York
$248M +$82M +49% 5.49% 214% 50 54% 0.9
StoneCrest Wealth Management
5573
StoneCrest Wealth Management
Arizona
$248M +$19.6M +9% 2.65% 168% 77 15.58% 1.2
Mount Capital
5574
Mount Capital
United Kingdom
$248M -$31.2M -11% 1.72% 34.4% 16 0% 3.7
PHM
5575
Prospect Hill Management
New Jersey
$247M +$13.5M +6% 6.97% 85.1% 14 7.14% 4.4