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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)
Boyd Wealth Management
5576
Boyd Wealth Management
California
$181M +$6.11M +3% 1.85% 56.8% 47 17.02% 1.8
Hutchens & Kramer Investment Management Group
5577
Hutchens & Kramer Investment Management Group
Indiana
$181M +$12.1M +7% 5.32% 83% 161 16.15% 1.3
Bellevue Asset Management
5578
Bellevue Asset Management
Washington
$181M +$4.94M +3% 4.32% 56.7% 479 8.14% 3.6
Pinnacle Family Advisors
5579
Pinnacle Family Advisors
Missouri
$181M -$6.7M -4% 4.12% 85.8% 130 39.23% 2
Three Seasons Wealth
5580
Three Seasons Wealth
Utah
$181M +$37.9M +27% 5.71% 156% 97 27.84% 0.5
AJ Advisors
5581
AJ Advisors
Tennessee
$181M -$462K -0.3% 1.65% 59.8% 49 34.69% 1.2
Quad-Cities Investment Group
5582
Quad-Cities Investment Group
Iowa
$181M +$9.5M +6% 2.85% 67.3% 185 8.11% 3.5
DCM
5583
Dudley Capital Management
Virginia
$181M +$9.39M +5% 5.82% 129% 123 8.13% 1.3
Creekside Partners
5584
Creekside Partners
California
$181M – – 0.83% – 162 – 0
Avaii Wealth Management
5585
Avaii Wealth Management
Wisconsin
$180M +$10M +6% 2.25% 100% 152 17.11% 1.4
GECH
5586
Garnet Equity Capital Holdings
New York
$180M -$273M -60% 3.36% 302% 36 44.44% 0.9
Mendon Capital Advisors
5587
Mendon Capital Advisors
Florida
$180M -$6.24M -3% 0.91% – 55 21.82% 2.9
Masso Torrence Wealth Management
5588
Masso Torrence Wealth Management
New Jersey
$180M +$11.7M +7% 7.41% 130% 100 13% 1.5
MA
5589
Menlo Advisors
California
$180M +$5.54M +3% 2.89% 108% 35 25.71% 5.2
HWMA
5590
Heritage Wealth Management (Arizona)
Arizona
$180M -$16.2M -8% 0.31% – 188 16.49% 2.5
Heritage Family Offices
5591
Heritage Family Offices
Arizona
$180M – – 0.31% – 168 – 0
Silver Oak Advisory Group
5592
Silver Oak Advisory Group
Oregon
$180M +$1.9M +1% 0.21% 27% 67 8.96% 2
Tieton Capital Management
5593
Tieton Capital Management
Washington
$180M -$10.7M -6% 5.76% 172% 40 7.5% 4.4
Dravo Bay
5594
Dravo Bay
Delaware
$180M +$12M +7% 0.71% 45.2% 49 2.04% 2
Ecofi Investissements
5595
Ecofi Investissements
France
$180M – – 1.87% – 41 – 0
Bond Capital Management
5596
Bond Capital Management
California
$180M -$7.46M -4% 0.14% 47.5% 5 0% 2.3
Chronos Wealth Management
5597
Chronos Wealth Management
Florida
$180M +$8.85M +5% 5.78% 92.3% 41 7.32% 3.3
D. Scott Neal
5598
D. Scott Neal
Kentucky
$180M +$26.7M +17% 2.34% 105% 65 9.23% 3.2
Blue Barn Wealth
5599
Blue Barn Wealth
Utah
$180M +$258K +0.1% 0.15% 46.4% 149 16.78% 1.7
Shira Ridge Wealth Management
5600
Shira Ridge Wealth Management
California
$179M +$4.74M +3% 3.14% 72.8% 77 7.79% 1.2