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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)
McCarthy Asset Management
5651
McCarthy Asset Management
California
$144M -$1.79M -1% 4.48% – 346 5.49% 1
Security National Bank of So Dak
5652
Security National Bank of So Dak
Iowa
$144M -$4.92M -3% 1.81% 67.7% 111 14.41% 4.2
Crown Wealth Group
5653
Crown Wealth Group
North Carolina
$144M +$35.8M +33% 3.72% 98.2% 125 68.8% 0.1
Intergy Private Wealth
5654
Intergy Private Wealth
Colorado
$143M +$15.4M +12% 6.53% 73.8% 55 23.64% 0.2
CC
5655
Coann Capital
Connecticut
$143M -$39.8M -22% 3.58% – 27 66.67% 0.2
Planned Solutions
5656
Planned Solutions
California
$143M -$6.16M -4% 1.78% 68.3% 82 18.29% 1.2
Capstone Triton Financial Group
5657
Capstone Triton Financial Group
Oklahoma
$143M +$93.7M +189% 4.4% – 124 47.58% 0.7
Plotkin Financial Advisors
5658
Plotkin Financial Advisors
Maryland
$143M -$15.1M -10% 8.32% 95.3% 94 22.34% 1.4
Berkeley Inc
5659
Berkeley Inc
Idaho
$143M -$7.11M -5% 4.57% 49.4% 96 8.33% 1
Brightline Capital Management
5660
Brightline Capital Management
Florida
$143M -$19.8M -12% 41% 810% 14 42.86% 0.9
WWMSC
5661
Wagner Wealth Management (South Carolina)
South Carolina
$143M +$12.3M +9% 3.27% 36.4% 710 71.83% 2.8
Bregal Investments
5662
Bregal Investments
New York
$143M -$27M -16% 15.9% – 1 0% 1.3
Bregal North America General Partner Jersey
5663
Bregal North America General Partner Jersey
Jersey
$143M -$27M -16% 15.9% 71.3% 1 0% 1.3
Bregal Sagemount I
5664
Bregal Sagemount I
Jersey
$143M -$27M -16% 15.9% 71.3% 1 0% 1.3
Prairiewood Capital
5665
Prairiewood Capital
North Dakota
$143M +$16.5M +13% 2.35% 42.6% 76 25% 0.9
KNB
5666
KHAZANAH NASIONAL BERHAD
$143M – – 10% 73.6% 4 – 0
Garrison Point Advisors
5667
Garrison Point Advisors
California
$143M -$7.8M -5% 3.99% 81.5% 154 3.9% 2.6
Soundmark Wealth Management
5668
Soundmark Wealth Management
Washington
$143M -$3.5M -2% 4.28% 17.2% 62 9.68% 1
Frontier Asset Management
5669
Frontier Asset Management
Wyoming
$143M +$6.9M +5% 4.94% 51.8% 39 15.38% 0.2
SMP
5670
Santa Monica Partners
Florida
$143M -$14.4M -9% 4.72% 102% 22 4.55% 3.2
R.W. Roge & Company
5671
R.W. Roge & Company
New York
$143M +$12.8M +10% 5.13% 68.1% 43 4.65% 1.7
Alpha DNA Investment Management
5672
Alpha DNA Investment Management
Maryland
$142M -$16M -10% 2.32% 134% 171 74.27% 0.3
Planning Directions
5673
Planning Directions
Pennsylvania
$142M -$7.81M -5% 3.85% 46.3% 79 6.33% 1.8
SkyKnight Capital
5674
SkyKnight Capital
California
$142M -$67.4M -32% 32.2% 11% 4 25% 0.2
DS
5675
Dalal Street
Texas
$142M -$74.3M -34% 16.4% 92.7% 2 0% 2.5