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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)
MRA Advisory Group
5576
MRA Advisory Group
New Jersey
$118M +$1.14M +1% 0.89% 86.8% 135 17.04% 0.6
Montis Financial
5577
Montis Financial
Massachusetts
$118M -$3.02M -3% 0.17% 46% 71 12.68% 0.7
Zeit Capital
5578
Zeit Capital
Colorado
$117M +$64K +0.1% 1.18% 56.5% 39 2.56% 0.7
Mork Capital Management
5579
Mork Capital Management
California
$117M -$21.3M -15% 5.44% 61.9% 90 2.22% 2.8
CNFG
5580
Creegan & Nassoura Financial Group
New Hampshire
$117M +$251K +0.2% 1.87% 52.6% 75 1.33% 4.5
Northern Capital Management (Washington)
5581
Northern Capital Management (Washington)
Washington
$117M -$713K -0.6% 1.43% 80% 42 4.76% 0.7
GCM
5582
Granby Capital Management
Florida
$117M -$22.8M -16% 0.04% 50% 63 30.16% 0.4
BCM
5583
Beaumont Capital Management
Massachusetts
$117M +$15.1M +15% 1.13% 45.4% 50 64% 0.3
Beam Wealth Advisors
5584
Beam Wealth Advisors
Louisiana
$117M +$588K +0.5% 0.83% 59.7% 153 15.03% 1.2
PIG
5585
Pantheon Investment Group
California
$116M -$2.98M -2% 0.63% – 81 11.11% 1.3
Appleton Group
5586
Appleton Group
Wisconsin
$116M -$14M -11% 1% 58.3% 56 33.93% 1.7
Peak Planning Group
5587
Peak Planning Group
Colorado
$116M – – 0.57% 105% 77 – 0.8
Proem Advisors
5588
Proem Advisors
Texas
$116M -$11.3M -9% 1.55% – 21 14.29% 0.6
Heartland Bank & Trust
5589
Heartland Bank & Trust
Illinois
$116M +$7.43M +7% 1.65% 105% 123 21.95% 0.4
Tsai Capital
5590
Tsai Capital
New York
$116M +$7.13M +7% 5.3% 29.2% 19 15.79% 0.7
VFG
5591
V2 Financial group
Illinois
$116M -$1.79M -2% 2.12% 63.3% 62 8.06% 0.6
MCM
5592
Magnolia Capital Management
New York
$116M +$12.1M +12% 0.6% 85.9% 75 46.67% 0.9
Bradley & Co Private Wealth Management
5593
Bradley & Co Private Wealth Management
Florida
$116M +$1.32M +1% 2.67% – 174 4.6% 0.5
Osmium Partners
5594
Osmium Partners
California
$116M -$50.9M -31% 27.1% 28.4% 12 33.33% 2.3
Piscataqua Savings Bank
5595
Piscataqua Savings Bank
New Hampshire
$116M -$1.22M -1% 0.05% 96.8% 341 5.57% 0.5
FWG Holdings
5596
FWG Holdings
Florida
$116M +$3.62M +3% 0.14% 91.6% 92 11.96% 0.2
WF
5597
Williams Financial
Vermont
$116M -$7.53M -6% 0.52% 33.1% 52 44.23% 0.6
Sippican Capital Advisors
5598
Sippican Capital Advisors
Massachusetts
$115M +$471K +0.4% 1.46% 81.1% 118 8.47% 4.1
Shulman DeMeo Asset Management
5599
Shulman DeMeo Asset Management
New York
$115M -$142M -55% 0.71% 79.3% 145 97.93% 0
FA
5600
Financial Advantage
Maryland
$115M -$1.79M -2% 0.9% 24.3% 121 2.48% 2.9