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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)
CCC
5601
Chelsea Counsel Company
California
$176M -$12.1M -6% 6.34% 106% 190 21.58% 3.1
Tandem Capital Management
5602
Tandem Capital Management
New Jersey
$176M +$15.2M +9% 11.3% 128% 117 11.97% 2.6
Bellevue Asset Management
5603
Bellevue Asset Management
Washington
$176M +$63M +56% 7.6% 56.7% 469 6.18% 3.5
Highland Peak Capital
5604
Highland Peak Capital
Connecticut
$176M +$21.1M +14% 14.7% 260% 28 60.71% 0.4
Briaud Financial Planning
5605
Briaud Financial Planning
Texas
$176M +$58.6M +50% 8.22% 113% 129 94.57% 0.1
FP
5606
Factorial Partners
New York
$176M +$18M +11% 12.5% 88.7% 88 15.91% 3
Patrick Mauro Investment Advisor
5607
Patrick Mauro Investment Advisor
Illinois
$176M +$7.92M +5% 4.46% 38.7% 44 9.09% 1.4
Swan Capital
5608
Swan Capital
Florida
$176M +$17M +11% 6.79% 47.9% 35 11.43% 0.8
Granite Bay Wealth Management
5609
Granite Bay Wealth Management
New Hampshire
$176M – – 7.11% – 75 – 0.8
CIS
5610
Custom Index Systems
New York
$176M +$13.6M +8% 9.8% – 325 52% 0.2
Grand Alliance Asset Management
5611
Grand Alliance Asset Management
Hong Kong
$176M -$11.5M -6% 38.2% – 14 21.43% 0.2
Kiely Wealth Advisory Group
5612
Kiely Wealth Advisory Group
North Carolina
$176M +$2.75M +2% 3.35% – 289 8.65% 0.2
BAM
5613
Bosun Asset Management
Illinois
$176M +$75.1M +75% 21.7% 278% 191 60.73% 0.6
Raelipskie Partnership
5614
Raelipskie Partnership
Ontario, Canada
$176M +$11.3M +7% 5.96% – 105 9.52% 0.2
Parker Financial
5615
Parker Financial
Washington
$176M +$14.5M +9% 5.02% 49.7% 50 16% 1
AFC
5616
AFT Forsyth & Company
Florida
$176M +$16.6M +10% 20.7% 135% 141 7.09% 6.4
Beacon Investment Advisors
5617
Beacon Investment Advisors
Maryland
$175M +$18.8M +12% 7.87% 96.4% 136 8.09% 1.1
PCR
5618
Potrero Capital Research
California
$175M -$13.3M -7% 6.74% 226% 32 40.63% 0.8
Pacific Wealth Management
5619
Pacific Wealth Management
California
$175M $0 0% 6.42% 72.8% 24 0% 1.8
ETF Store
5620
ETF Store
Kansas
$175M +$20.5M +13% 6.46% 61% 114 13.16% 1.6
Shore Point Advisors
5621
Shore Point Advisors
New Jersey
$175M +$13.7M +9% 6.2% 54.6% 60 8.33% 1.4
AIA
5622
Arcadia Investment Advisors
Idaho
$175M +$9.3M +6% 6.57% 56.4% 83 9.64% 4.2
Hapanowicz & Associates Financial Services
5623
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$12.8M +8% 7.45% 65% 33 12.12% 3
Boyd Wealth Management
5624
Boyd Wealth Management
California
$175M +$14.3M +9% 6.98% 56.8% 44 11.36% 1.8
LCK
5625
LeRoy C. Kopp
$175M – – 4.75% – 21 – 0