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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)
KFO
5626
Kopp Family Office
Minnesota
$175M +$3.87M +2% 4.75% 47.9% 21 0% 2.7
Powers Advisory Group
5627
Powers Advisory Group
Illinois
$175M +$12.9M +8% 5.99% 49.8% 94 3.19% 2
Pioneer Wealth Management Group
5628
Pioneer Wealth Management Group
Texas
$175M +$14.3M +9% 3.86% – 40 10% 1
Morling Financial Advisors
5629
Morling Financial Advisors
California
$175M +$50.9M +41% 12.8% 97.6% 111 32.43% 1.3
Harrington Investments
5630
Harrington Investments
California
$175M +$13.4M +8% 7.32% 109% 82 1.22% 5
WFA
5631
WMG Financial Advisors
Tennessee
$175M +$21.4M +14% 6.68% 73.8% 149 18.12% 1.2
Shira Ridge Wealth Management
5632
Shira Ridge Wealth Management
California
$175M +$8.13M +5% 7.48% 72.8% 77 9.09% 1.1
iSAM Funds (UK)
5633
iSAM Funds (UK)
United Kingdom
$175M +$34.5M +25% 7.1% 53.7% 361 81.72% 0.1
Hansen & Associates Financial Group
5634
Hansen & Associates Financial Group
California
$175M -$16.5M -9% 8.32% – 19 52.63% 0.2
MA
5635
Menlo Advisors
California
$175M +$12.1M +7% 8.06% 108% 29 3.45% 6.3
Trueblood Wealth Management
5636
Trueblood Wealth Management
Ohio
$175M +$15.2M +10% 9.68% 89.9% 233 14.59% 0.2
Aurora Investment Counsel
5637
Aurora Investment Counsel
Georgia
$175M +$20.8M +14% 7.59% 31.7% 124 23.39% 1.4
HM
5638
HCC Manager
Illinois
$174M – – 29.3% – 2 – 0
MQS Management
5639
MQS Management
New York
$174M -$5.64M -3% 2.91% 4.55% 711 80.03% 0.1
One Plus One Wealth Management
5640
One Plus One Wealth Management
Florida
$174M +$9.9M +6% 4.92% 71.9% 106 20.75% 1.8
Etesian Wealth Advisors
5641
Etesian Wealth Advisors
Oregon
$174M +$7.84M +5% 7.09% 60.6% 112 1.79% 1.2
Cairn Investment Group
5642
Cairn Investment Group
Washington
$174M +$14M +9% 7.85% 67.4% 67 7.46% 3
Loudon Investment Management
5643
Loudon Investment Management
New Hampshire
$174M +$12.4M +8% 7.99% 72.5% 99 8.08% 5.4
GWM
5644
Gibbs Wealth Management
Georgia
$174M – – 6.62% – 192 – 0
Quantitative Strategies
5645
Quantitative Strategies
California
$174M +$8.7M +5% 5.11% – 21 4.76% 0.7
EnCap Energy Capital Fund VIII
5646
EnCap Energy Capital Fund VIII
Texas
$174M +$15.5M +10% 14.4% 6.16% 3 0% 1.4
Alpine Peaks Capital
5647
Alpine Peaks Capital
New York
$174M +$8.99M +5% 9.16% 24.3% 23 4.35% 2
AUA Capital Management
5648
AUA Capital Management
Pennsylvania
$174M +$12.9M +8% 7.24% 70.2% 95 20% 5
ShariaPortfolio
5649
ShariaPortfolio
Florida
$174M +$26.4M +18% 28.8% 254% 40 17.5% 0.4
My Personal CFO LLC
5650
My Personal CFO LLC
Washington
$174M +$19.9M +13% 8.61% 83.4% 98 9.18% 1.5