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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)
Medallion Wealth Advisors
5626
Medallion Wealth Advisors
Connecticut
$202M – – 1.05% – 1,022 – 0
IA
5627
Incentive AS
Norway
$202M +$37.7M +23% 0.38% – 2 0% 0.6
ORIX Corp
5628
ORIX Corp
Japan
$202M -$312M -61% 12% 11.7% 1 0% 7
Gallacher Capital Management
5629
Gallacher Capital Management
Colorado
$202M -$16.4M -8% 1.19% 82.8% 307 15.96% 1.1
Brown Shipley & Co
5630
Brown Shipley & Co
United Kingdom
$201M -$1.91M -0.9% 4.73% 125% 70 12.86% 1.6
Seneca Financial Advisors
5631
Seneca Financial Advisors
New York
$201M -$4.19M -2% 1.71% 50.9% 58 12.07% 2.7
Holistic Financial Partners
5632
Holistic Financial Partners
Indiana
$201M -$6.44M -3% 2.95% 95.7% 130 12.31% 3.3
TFR Capital
5633
TFR Capital
Texas
$201M – – 3.5% – 115 – 0
Firethorn Wealth Partners
5634
Firethorn Wealth Partners
Georgia
$201M +$4.26M +2% 1.26% 75.1% 167 12.57% 2.1
Raelipskie Partnership
5635
Raelipskie Partnership
Ontario, Canada
$201M -$3.83M -2% 1.03% – 130 11.54% 0.8
WIA
5636
Wetzel Investment Advisors
Indiana
$201M +$2.3M +1% 0.48% 72.2% 129 12.4% 0.9
Sivia Capital Partners
5637
Sivia Capital Partners
California
$201M +$31.9M +19% 28% – 237 22.78% 0.8
Doma Perpetual Capital Management
5638
Doma Perpetual Capital Management
Florida
$201M +$3M +2% 2.69% – 8 0% 0.9
Abbot Financial Management
5639
Abbot Financial Management
Massachusetts
$201M +$2.15M +1% 3.1% 102% 129 5.43% 5.2
Clarus Wealth Advisors
5640
Clarus Wealth Advisors
Arizona
$201M +$4.53M +2% 1.25% 89.7% 143 23.08% 2.7
Prosperity Financial Group
5641
Prosperity Financial Group
California
$201M +$22.2M +12% 6.09% 121% 192 27.6% 1.1
Ironwood Investment Management
5642
Ironwood Investment Management
Massachusetts
$201M -$4.43M -2% 0.54% 164% 181 10.5% 6.4
New England Professional Planning Group
5643
New England Professional Planning Group
Rhode Island
$201M -$1.28M -0.6% 0.74% 64.1% 53 13.21% 4
Blackston Financial Advisory Group
5644
Blackston Financial Advisory Group
Florida
$201M +$7.35M +4% 1.95% 79.8% 145 15.17% 0.9
Siguler Guff Advisers
5645
Siguler Guff Advisers
New York
$201M -$68.2M -25% 15% 37.7% 5 20% 3.3
Verger Capital Management
5646
Verger Capital Management
North Carolina
$201M -$1.39M -0.7% 2.51% 58.3% 14 0% 7.3
Blue Square Asset Management
5647
Blue Square Asset Management
New York
$201M +$14.5M +8% 6.34% 117% 78 16.67% 1.7
Heritage Family Offices
5648
Heritage Family Offices
Arizona
$200M +$6.7M +3% 1.76% – 195 13.33% 0.4
Stephens Group
5649
Stephens Group
Arkansas
$200M +$12.1M +6% 8.77% 45% 3 0% 2.8
Powers Advisory Group
5650
Powers Advisory Group
Illinois
$200M -$731K -0.4% 1.53% 49.8% 104 6.73% 2.3