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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)
One Wealth Capital Management
5701
One Wealth Capital Management
Arizona
$197M – – 1.11% – 109 – 0
Kondo Wealth Advisors
5702
Kondo Wealth Advisors
California
$197M – – 1.34% – 60 – 0
Monolith Management
5703
Monolith Management
Hong Kong
$197M +$25.8M +15% 31.9% – 29 79.31% 0.2
Nvest Financial
5704
Nvest Financial
New Hampshire
$197M +$21.7M +12% 1.9% 92.8% 113 21.24% 1.4
Pettee Investors
5705
Pettee Investors
Connecticut
$197M -$8.48M -4% 0.59% 96.1% 120 5.83% 6.8
Matisse Capital
5706
Matisse Capital
Oregon
$197M -$8.93M -4% 1.9% 73.3% 186 14.52% 1.9
Milestones Administradora de Recursos
5707
Milestones Administradora de Recursos
Brazil
$197M -$54.3M -22% 3.21% 116% 30 30% 1.4
Northstar Advisory Group
5708
Northstar Advisory Group
New Jersey
$197M +$4.14M +2% 5.66% 141% 113 22.12% 1.6
LI
5709
Latigo Investments
Florida
$197M -$8.16M -4% 2.65% 62.6% 19 5.26% 2.6
NERM
5710
New England Research & Management
Illinois
$197M -$16.5M -8% 0.9% 65% 183 35.52% 4.1
Leverty Financial Group
5711
Leverty Financial Group
Wisconsin
$197M +$13.5M +7% 1.99% 57.3% 39 10.26% 1.8
CC
5712
Checkpoint Capital
California
$196M -$5.09M -3% 4.4% – 18 22.22% 0.6
Intrepid Capital Management
5713
Intrepid Capital Management
Florida
$196M +$16.2M +9% 3.42% 70.2% 113 16.81% 2.2
Waterford Advisors
5714
Waterford Advisors
New York
$196M +$404K +0.2% 1.11% 50.5% 54 22.22% 1.5
SK Wealth Management
5715
SK Wealth Management
Rhode Island
$196M +$934K +0.5% 0.46% – 71 0% 0.3
Dopkins Wealth Management
5716
Dopkins Wealth Management
New York
$196M +$72.5M +59% 1.36% 64.4% 90 30% 1.2
Hansen & Associates Financial Group
5717
Hansen & Associates Financial Group
California
$196M +$6.88M +4% 3.43% – 25 64% 0.3
MWA
5718
Miller Wealth Advisors
Colorado
$196M +$12.6M +7% 9.53% 147% 94 12.77% 2
Aull & Monroe Investment Management
5719
Aull & Monroe Investment Management
Alabama
$196M -$19.4M -9% 3.03% 98.3% 130 4.62% 8.5
Guinness Atkinson Asset Management
5720
Guinness Atkinson Asset Management
California
$196M -$9.47M -5% 1.48% 148% 101 16.83% 6.6
Cahill Wealth Management
5721
Cahill Wealth Management
Michigan
$196M +$2.3M +1% 0.87% 24.7% 51 5.88% 2.2
MA
5722
Menlo Advisors
California
$196M +$1.75M +0.9% 3.64% 108% 31 12.9% 5.8
Aviso Wealth Management
5723
Aviso Wealth Management
Washington
$196M +$11.7M +6% 5.26% 153% 153 11.76% 0.9
Tandem Wealth Advisors
5724
Tandem Wealth Advisors
Arizona
$196M -$1.38M -0.7% 1.98% 43.1% 55 16.36% 1.6
Signet Investment Advisory Group
5725
Signet Investment Advisory Group
Rhode Island
$196M -$3.81M -2% 1.32% 68.2% 75 10.67% 4.5