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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)
Garrison Point Advisors
5676
Garrison Point Advisors
California
$139M +$5.48M +4% 7.33% 81.5% 160 8.75% 3.5
Creative Capital Management Investments
5677
Creative Capital Management Investments
California
$139M +$1.95M +1% 4.11% 50.7% 251 18.73% 0.4
Blackston Financial Advisory Group
5678
Blackston Financial Advisory Group
Florida
$139M +$4.98M +4% 7.28% 69.1% 98 16.33% 1.2
QGA
5679
Q Global Advisors
Texas
$139M -$4.18M -3% 4.11% 79% 186 11.83% 1.2
TAGStone Capital
5680
TAGStone Capital
North Carolina
$139M +$5.08M +4% 5.56% 58.3% 84 8.33% 1.2
TLW Wealth Management
5681
TLW Wealth Management
Florida
$139M +$6.16M +5% 7.87% 82.9% 20 0% 3
Masso Torrence Wealth Management
5682
Masso Torrence Wealth Management
New Jersey
$139M +$12.3M +10% 10.2% 130% 94 12.77% 1.1
Windle Wealth
5683
Windle Wealth
Oklahoma
$139M +$3.66M +3% 3.43% 73% 29 0% 0.5
Ballew Advisors
5684
Ballew Advisors
Mississippi
$138M +$1.27M +0.9% 2.69% 68% 111 3.6% 3
McGinn Penninger Investment Management
5685
McGinn Penninger Investment Management
Virginia
$138M +$7.11M +5% 6.02% 51.9% 27 7.41% 2.3
AWM
5686
Aberdeen Wealth Management
Illinois
$138M +$4.27M +3% 4.88% 73.1% 171 8.19% 2.7
Dentgroup
5687
Dentgroup
Louisiana
$138M +$13.8M +11% 5.52% 53.6% 112 11.61% 1.1
Wealth Advisors of Iowa
5688
Wealth Advisors of Iowa
Iowa
$138M +$10.3M +8% 5.48% 60.9% 60 6.67% 1.8
Davidson Trust Company
5689
Davidson Trust Company
Washington
$138M +$8.37M +6% 4.94% 77% 125 4.8% 2.7
Parker Financial
5690
Parker Financial
Washington
$138M +$11M +9% 3.91% 45% 46 26.09% 0.4
ELCO Management
5691
ELCO Management
New York
$138M +$667K +0.5% 6.16% 98.3% 145 16.55% 3.5
WealthSpring Partners
5692
WealthSpring Partners
California
$138M +$8.91M +7% 5.04% – 80 17.5% 0.6
Robinson Value Management
5693
Robinson Value Management
Texas
$138M +$7.88M +6% 2.78% 79.3% 77 12.99% 3
CSA
5694
Cottage Street Advisors
Massachusetts
$138M +$8.86M +7% 9.15% 95.8% 88 12.5% 2.2
Penbrook Management
5695
Penbrook Management
New York
$138M +$7.46M +6% 9.08% 107% 103 10.68% 5.2
Slocum, Gordon & Co
5696
Slocum, Gordon & Co
Rhode Island
$138M +$17.3M +14% 2.7% 65.3% 162 35.8% 0.4
Arkfeld Wealth Strategies
5697
Arkfeld Wealth Strategies
Nebraska
$138M -$2.6M -2% 7.13% 90.8% 76 11.84% 2.4
S.A. Mason
5698
S.A. Mason
Michigan
$138M $0 0% 6.13% 116% 314 0% 3
Syquant Capital SAS
5699
Syquant Capital SAS
France
$138M +$94.5M +219% 3.91% 160% 16 87.5% 0.2
MYeCFO
5700
MYeCFO
California
$138M +$4.27M +3% 3.83% 58.5% 49 14.29% 0.5