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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)
SHFP
5576
Second Half Financial Partners
Florida
$205M +$16M +8% 0.38% 36.8% 111 32.43% 0.7
Marshall & Sullivan
5577
Marshall & Sullivan
Washington
$205M -$3.61M -2% 0.83% 82% 41 2.44% 7.7
Private Wealth Group
5578
Private Wealth Group
Florida
$205M +$4.49M +2% 0.75% 52.9% 67 8.96% 3.1
Alexis Investment Partners
5579
Alexis Investment Partners
Texas
$204M – – 0.12% – 88 – 0
DRP
5580
Decade Renewable Partners
Texas
$204M +$13.7M +7% 3.66% – 44 56.82% 0.5
Shira Ridge Wealth Management
5581
Shira Ridge Wealth Management
California
$204M +$8.28M +4% 0.55% 72.8% 85 14.12% 1.5
Bluesphere Advisors
5582
Bluesphere Advisors
Pennsylvania
$204M +$2.02M +1% 3.22% 105% 108 10.19% 2.3
Kirkwood Financial Services
5583
Kirkwood Financial Services
Texas
$204M – – 2.54% – 25 – 0
Brogan Financial
5584
Brogan Financial
Tennessee
$204M +$28.5M +16% 0.96% 46.4% 59 16.95% 1.3
Towerpoint Wealth
5585
Towerpoint Wealth
California
$204M -$6.85M -3% 0.03% 67.7% 92 19.57% 3.9
ORC
5586
O'Rourke & Company
Massachusetts
$204M +$4.3M +2% 3.02% 71.9% 155 9.68% 2.2
Unison Asset Management
5587
Unison Asset Management
Florida
$204M -$6.39M -3% 0.33% 81.4% 35 8.57% 3
Quad-Cities Investment Group
5588
Quad-Cities Investment Group
Iowa
$204M +$4.71M +2% 1.59% 67.3% 188 6.91% 3.7
AFC
5589
AFT Forsyth & Company
Florida
$204M +$1.09M +0.5% 4.93% 135% 131 3.82% 7.2
Summa Corp
5590
Summa Corp
Texas
$204M -$4.71M -2% 3.95% 348% 68 16.18% 0.8
Investmark Advisory Group
5591
Investmark Advisory Group
Connecticut
$204M -$2.05M -1% 0.34% 73.8% 126 12.7% 2.2
Autumn Glory Partners
5592
Autumn Glory Partners
Texas
$204M -$56.3M -22% 0.56% 76% 214 27.57% 1.7
Burford Brothers
5593
Burford Brothers
Texas
$204M +$11.9M +6% 3.71% 97.4% 167 12.57% 0.9
FIDELIS iM
5594
FIDELIS iM
Oregon
$204M -$16.8M -8% 1.28% 44.8% 22 4.55% 2.6
Parker Financial
5595
Parker Financial
Washington
$204M +$4.28M +2% 2.35% 49.7% 36 5.56% 1.8
Maltin Wealth Management
5596
Maltin Wealth Management
New Jersey
$204M -$1.82M -0.9% 1.47% 58.2% 133 9.02% 2.8
Cherry Creek Investment Advisors
5597
Cherry Creek Investment Advisors
Colorado
$203M +$10M +5% 7.2% 151% 116 12.07% 2.2
Gunderson Capital Management
5598
Gunderson Capital Management
South Carolina
$203M -$32.7M -14% 22.5% 961% 53 54.72% 0.9
Union Savings Bank
5599
Union Savings Bank
Connecticut
$203M -$631K -0.3% 0.15% – 303 6.27% 1.4
Deseret Mutual Benefit Administrators
5600
Deseret Mutual Benefit Administrators
Utah
$203M +$6.77M +3% 0.41% 81.9% 500 4% 3.2