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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)
Colorado Capital Management
5726
Colorado Capital Management
Colorado
$132M -$3.42M -3% 4.26% 60.4% 82 9.76% 5.4
Crestwood Capital Management
5727
Crestwood Capital Management
New York
$132M -$11.7M -8% 10.2% 203% 13 7.69% 2.8
Penobscot Wealth Management
5728
Penobscot Wealth Management
Maine
$132M -$4.36M -3% 4.39% 56.7% 68 13.24% 1.5
KSCM
5729
Kamunting Street Capital Management
Florida
$132M +$31M +31% 0.41% 7.47% 47 65.96% 0.7
First National Bank of Hutchinson
5730
First National Bank of Hutchinson
Kansas
$132M -$5.06M -4% 2.42% 121% 111 16.22% 4
MKT Advisors
5731
MKT Advisors
California
$132M -$9.7M -7% 3.41% 55.5% 151 10.6% 1.4
DIS
5732
Diversified Investment Strategies
Louisiana
$132M -$3.38M -3% 1.58% 93.8% 49 4.08% 4
WF
5733
Williams Financial
Vermont
$132M -$2.44M -2% 3.98% 33.1% 32 21.88% 1
TLW Wealth Management
5734
TLW Wealth Management
Florida
$132M -$7.11M -5% 4.29% 98.3% 20 5% 3.2
Aspire Wealth Management
5735
Aspire Wealth Management
Massachusetts
$132M -$692K -0.5% 3.04% 26% 199 13.07% 1.4
SCP Investment
5736
SCP Investment
California
$132M +$7.92M +6% 7.42% 32.8% 52 46.15% 0.9
C.M. Bidwell & Associates
5737
C.M. Bidwell & Associates
Hawaii
$131M -$5.25M -4% 2.26% 70.6% 609 32.51% 2.1
AFT
5738
Alpha Family Trust
California
$131M -$11.8M -8% 3.25% 198% 141 21.28% 0.8
T
5739
TCWP
Ohio
$131M -$337M -72% 2.14% – 180 43.89% 1.5
Pioneer Wealth Management Group
5740
Pioneer Wealth Management Group
Texas
$131M +$5.43M +4% 3.55% – 37 2.7% 0.7
Crystal Rock Capital Management
5741
Crystal Rock Capital Management
Illinois
$131M -$3.92M -3% 3.33% 164% 27 11.11% 4.7
Threadgill Financial
5742
Threadgill Financial
Texas
$131M +$43.7M +50% 2.62% 49.3% 49 40.82% 0.8
RMSCM
5743
R.M. Sincerbeaux Capital Management
New York
$131M -$15.3M -10% 0.88% 76.4% 44 9.09% 7.9
Maryland Capital Advisors
5744
Maryland Capital Advisors
Maryland
$131M +$6.49M +5% 2.71% – 253 4.74% 1.4
Founders Capital Management (Texas)
5745
Founders Capital Management (Texas)
Texas
$131M -$6.54M -5% 3.09% 131% 437 17.62% 3.4
Altai Capital Management
5746
Altai Capital Management
California
$131M -$2.73M -2% 2.19% 24.9% 5 0% 2.8
Porter White Investment Advisors
5747
Porter White Investment Advisors
Alabama
$131M +$4.58M +4% 2.71% 58% 26 3.85% 0.6
RCS Financial Planning
5748
RCS Financial Planning
Maryland
$131M +$9.7M +8% 3.24% 48.2% 63 28.57% 0.5
GBI
5749
GP Brinson Investments
Illinois
$131M -$1.53M -1% 3.62% 51.2% 15 0% 2.3
Fortune Financial Advisors
5750
Fortune Financial Advisors
Kansas
$131M -$2.57M -2% 1.71% 76.8% 123 5.69% 0.2