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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)
CP
5576
CPV Partners
Connecticut
$231M +$49.9M +27% 28.9% 105% 4 0% 4.6
Alfreton Capital
5577
Alfreton Capital
United Kingdom
$231M -$113M -33% 2.6% 22.2% 5 20% 1.4
MCF
5578
MKA Charitable Fund
California
$231M -$24.2M -9% 8.25% 17.1% 1 0% 1.8
HM
5579
Harvest Management
New York
$231M -$3.67M -2% 23.4% 610% 99 77.78% 0.3
Blue Sky Capital Consultants Group
5580
Blue Sky Capital Consultants Group
California
$231M +$32.4M +16% 14.1% – 67 14.93% 0.6
Cherry Creek Investment Advisors
5581
Cherry Creek Investment Advisors
Colorado
$231M +$17.9M +8% 9.06% 151% 124 13.71% 2.5
MBE Wealth Management
5582
MBE Wealth Management
Wisconsin
$231M +$1.24M +0.5% 6.27% 66.5% 145 11.72% 2.3
RiverPark Advisors
5583
RiverPark Advisors
New York
$231M +$68.4M +42% 4.22% 87.5% 159 28.93% 2.5
MB, Levis & Associates
5584
MB, Levis & Associates
Pennsylvania
$231M +$3.47M +2% 5.28% 43.1% 295 27.12% 2.2
CA
5585
Continental Advisors
Utah
$231M +$17.6M +8% 8.19% 73.6% 43 9.3% 6.4
BOCM
5586
Bontempo Ohly Capital Management
Maryland
$231M +$10M +5% 5.12% 49.6% 31 0% 4.3
SFG Wealth Management
5587
SFG Wealth Management
Maryland
$231M +$65.4M +39% 8.55% 86.3% 138 46.38% 1.4
Investmark Advisory Group
5588
Investmark Advisory Group
Connecticut
$231M +$17.2M +8% 8.11% 73.8% 133 3.76% 2.5
Red Tortoise LLC
5589
Red Tortoise LLC
Georgia
$231M +$23.3M +11% 6.86% 43.7% 628 10.99% 2.2
RFMS
5590
RWQ Financial Management Services
Florida
$230M -$7.19M -3% 17.8% 446% 26 26.92% 1.4
Master's Wealth Management
5591
Master's Wealth Management
Pennsylvania
$230M +$16.1M +8% 5.76% – 52 21.15% 0.5
Genesee Capital Advisors
5592
Genesee Capital Advisors
New York
$230M +$7.1M +3% 8.4% 107% 129 10.85% 2.2
Element Wealth
5593
Element Wealth
Mississippi
$230M +$12.8M +6% 6.08% 59.6% 201 10.45% 3.1
Harbour Investment Management
5594
Harbour Investment Management
Washington
$230M -$1.18M -0.5% 5.02% 58.8% 108 13.89% 5.9
Eastover Investment Advisors
5595
Eastover Investment Advisors
North Carolina
$230M +$6.98M +3% 9.23% 105% 48 10.42% 2.9
Roehl & Yi Investment Advisors
5596
Roehl & Yi Investment Advisors
Oregon
$230M +$34.6M +18% 6.91% – 182 21.43% 0.6
Western Financial Corp
5597
Western Financial Corp
California
$230M +$43.2M +23% 22.1% 275% 129 12.4% 1.8
FC
5598
Franchise Capital
Cayman Islands
$230M +$38M +20% 19.4% 537% 32 31.25% 0.7
Centerline Wealth Advisors
5599
Centerline Wealth Advisors
Kentucky
$230M +$25.9M +13% 6.83% – 48 16.67% 0.6
Chicago Wealth Management
5600
Chicago Wealth Management
Illinois
$229M +$19.6M +9% 12.2% 134% 54 18.52% 2.3