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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)
ORC
5576
O'Rourke & Company
Massachusetts
$214M +$12.7M +6% 6.97% 71.9% 161 7.45% 2.5
Lifestyle Asset Management
5577
Lifestyle Asset Management
Texas
$214M +$32.3M +18% 10.3% 88.3% 150 40% 1
May Barnhard Investments
5578
May Barnhard Investments
Maryland
$214M +$13.8M +7% 8.43% 65.4% 92 2.17% 1.3
Aviso Wealth Management
5579
Aviso Wealth Management
Washington
$214M +$26M +14% 15.4% – 148 10.81% 1.3
IMS Capital Management
5580
IMS Capital Management
Oregon
$214M +$15.7M +8% 10.8% 119% 157 18.47% 5.1
Envision Financial Planning
5581
Envision Financial Planning
Tennessee
$214M +$17.7M +9% 5.28% 32.1% 49 16.33% 1.1
LAI
5582
Legal Advantage Investments
California
$214M +$28.6M +15% 16.4% 116% 102 13.73% 2.7
Autumn Glory Partners
5583
Autumn Glory Partners
Texas
$214M +$12.3M +6% 6.53% 76% 199 18.59% 1.8
Wrenne Financial Planning
5584
Wrenne Financial Planning
Kentucky
$214M +$25.6M +14% 7.34% – 48 10.42% 1.2
626 Financial
5585
626 Financial
Michigan
$214M +$19.5M +10% 9.37% 71.3% 118 12.71% 2.9
SI
5586
Saxon Interests
Texas
$214M $0 0% 7.67% 81.2% 186 0% 1.4
Foronjy Financial
5587
Foronjy Financial
California
$214M – – 7.2% – 106 – 0
MWA
5588
Miller Wealth Advisors
Colorado
$214M +$33.5M +19% 12.1% 117% 104 8.65% 2.2
Client First Capital
5589
Client First Capital
California
$214M +$18.4M +9% 7.75% 54.6% 25 36% 1.2
Blue Square Asset Management
5590
Blue Square Asset Management
New York
$214M +$27.7M +15% 17.1% 104% 68 8.82% 2.1
MRA Advisory Group
5591
MRA Advisory Group
New Jersey
$214M +$26.1M +14% 12.4% 86.8% 158 31.01% 1.9
Bastion Asset Management
5592
Bastion Asset Management
Canada
$213M +$27.8M +15% 7.06% – 83 71.08% 0.2
CA
5593
Continental Advisors
Utah
$213M +$34.7M +19% 7.18% 73.6% 44 15.91% 6.2
Investmark Advisory Group
5594
Investmark Advisory Group
Connecticut
$213M +$11M +5% 6.68% 73.8% 131 12.98% 2.4
Heartland Bank & Trust
5595
Heartland Bank & Trust
Illinois
$213M +$18.6M +10% 12% 105% 179 17.32% 1.6
Deseret Mutual Benefit Administrators
5596
Deseret Mutual Benefit Administrators
Utah
$213M +$11.9M +6% 6.18% 75.5% 503 1.19% 3.6
Cherry Creek Investment Advisors
5597
Cherry Creek Investment Advisors
Colorado
$213M +$21.1M +11% 15.5% 151% 124 18.55% 2.4
MI
5598
Moneywise Inc
Virginia
$213M +$24.4M +13% 9.37% 58% 77 31.17% 2.7
HIC
5599
Harbor Island Capital
Massachusetts
$213M +$11.2M +6% 15.2% 218% 16 6.25% 6.5
Cobalt Capital Management
5600
Cobalt Capital Management
New Jersey
$213M +$10M +5% 22.6% 235% 37 70.27% 0.7