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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)
GA
5576
Greytown Advisors
Florida
$178M -$9.6M -5% 8.04% 14.1% 90 18.89% 4.1
Voisard Asset Management Group
5577
Voisard Asset Management Group
Michigan
$178M +$11.5M +7% 3.66% 50.5% 393 10.94% 0.2
Whitford Management
5578
Whitford Management
New York
$178M -$76.9M -30% 9.19% 76.2% 24 20.83% 0.5
CIA
5579
Citadel Investment Advisory
Ohio
$178M +$14.2M +9% 10.5% 66.1% 83 2.41% 2.9
Goldstream Capital Management
5580
Goldstream Capital Management
Hong Kong
$177M +$27.1M +18% 26.5% 686% 35 34.29% 0.9
Carl P. Sherr & Co
5581
Carl P. Sherr & Co
Massachusetts
$177M +$12.1M +7% 9.83% 78.6% 124 9.68% 2.7
CV Advisors
5582
CV Advisors
Florida
$177M +$28.8M +19% 13.5% 112% 23 8.7% 1.7
New England Capital Financial Advisors
5583
New England Capital Financial Advisors
Connecticut
$177M +$10.8M +7% 8.33% 58.3% 422 11.14% 1.1
Daily Journal Corp
5584
Daily Journal Corp
California
$177M -$7.91M -4% 13.2% 109% 4 0% 8.4
State Insurance Fund
5585
State Insurance Fund
New York
$177M +$16M +10% 9.93% 77.9% 1 0% 0.3
Constitution Capital
5586
Constitution Capital
Connecticut
$177M +$11.3M +7% 10.1% 91.1% 68 19.12% 2.4
Colonial River Investments
5587
Colonial River Investments
Virginia
$177M +$8.81M +5% 11.5% 156% 221 32.13% 1.5
Profit Investment Management
5588
Profit Investment Management
Maryland
$177M +$2.36M +1% 20.9% 101% 82 8.54% 6.5
FAG
5589
Fortitude Advisory Group
Washington
$177M +$12.3M +7% 13.5% 142% 240 15.83% 1.7
Trellis Wealth Advisors
5590
Trellis Wealth Advisors
California
$177M -$7.17M -4% 6.24% 62.2% 36 33.33% 1.1
Brightlight Capital Management
5591
Brightlight Capital Management
Connecticut
$177M +$38.3M +28% 22.5% 202% 14 42.86% 1.6
OPL
5592
Orland Properties Ltd
British Virgin Islands
$177M -$27.9M -14% 13.4% 77.6% 14 14.29% 1.5
BlackBarn Capital Partners
5593
BlackBarn Capital Partners
New York
$177M -$100M -36% 6.56% – 30 50% 0.2
Continuum Wealth Advisors
5594
Continuum Wealth Advisors
New York
$177M +$22.7M +15% 6.81% 69% 64 21.88% 0.8
Trail Ridge Investment Advisors
5595
Trail Ridge Investment Advisors
Colorado
$177M +$13.8M +8% 9.1% 83.9% 117 20.51% 1.8
5th Street Advisors
5596
5th Street Advisors
Connecticut
$177M +$15.2M +9% 4.65% 52.2% 34 38.24% 1
Clarus Wealth Advisors
5597
Clarus Wealth Advisors
Arizona
$177M +$7.55M +4% 7.32% 89.7% 140 18.57% 2
Family Wealth Partners
5598
Family Wealth Partners
North Carolina
$176M +$46.9M +36% 7.44% 58.5% 42 7.14% 0.2
Members Advisory Group
5599
Members Advisory Group
New York
$176M +$6.65M +4% 4.04% 70.6% 28 35.71% 1.2
Banyan Capital Management
5600
Banyan Capital Management
Georgia
$176M +$13.3M +8% 11.8% 44.4% 20 10% 3.9