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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)
Family CFO
5776
Family CFO
California
$217M +$17.5M +9% 16.3% 89.6% 90 62.22% 3.1
Powers Capital
5777
Powers Capital
California
$217M +$15.8M +8% 7.84% – 2 0% 0.8
IMS Capital Management
5778
IMS Capital Management
Oregon
$217M +$2.74M +1% 8.79% 119% 157 10.19% 5.3
Hapanowicz & Associates Financial Services
5779
Hapanowicz & Associates Financial Services
Pennsylvania
$217M +$18.6M +9% 7.74% 65% 35 5.71% 3.4
C.V. Starr & Co
5780
C.V. Starr & Co
New York
$217M +$24.1M +13% 12.8% – 5 0% 1.1
Nightview Capital
5781
Nightview Capital
Texas
$216M +$33.7M +18% 24.5% 170% 15 26.67% 1.9
KM Capital Management
5782
KM Capital Management
Texas
$216M +$13.7M +7% 7.29% 60.8% 57 10.53% 1.6
Twin Lakes Capital Management
5783
Twin Lakes Capital Management
California
$216M +$51.8M +32% 11.8% 131% 222 0.45% 3.3
D. Scott Neal
5784
D. Scott Neal
Kentucky
$216M +$15.6M +8% 9.52% 105% 59 8.47% 4.3
Finley Financial
5785
Finley Financial
Nevada
$216M +$17.3M +9% 8.53% – 123 1.63% 0.7
Fogel Capital Management
5786
Fogel Capital Management
Florida
$216M +$28.6M +15% 14.8% – 56 7.14% 1.1
Citrine Capital
5787
Citrine Capital
California
$216M +$27.6M +15% 7.27% – 47 14.89% 0.6
CCP
5788
Cunning Capital Partners
North Carolina
$216M +$23.9M +12% 21.8% 268% 59 13.56% 1.7
TFG
5789
Team Financial Group
California
$216M +$12.4M +6% 5.17% 46% 261 5.36% 0.5
May Barnhard Investments
5790
May Barnhard Investments
Maryland
$216M +$1.53M +0.7% 7.09% 65.4% 92 10.87% 1.5
Marshall & Sullivan
5791
Marshall & Sullivan
Washington
$216M +$7.62M +4% 7.95% 82% 119 63.87% 8
Keener Financial Planning
5792
Keener Financial Planning
Texas
$216M +$15M +7% 7.15% – 238 13.45% 1.2
American Capital Advisory
5793
American Capital Advisory
Idaho
$216M +$15.7M +8% 7.49% 69% 1,061 24.03% 0.8
Lynx Capital Group
5794
Lynx Capital Group
Ohio
$216M +$8.34M +4% 5.73% – 89 15.73% 1.4
Valued Wealth Advisors
5795
Valued Wealth Advisors
Utah
$216M +$23.8M +12% 6.99% – 638 4.7% 1.5
Darrow Company
5796
Darrow Company
Massachusetts
$215M +$18M +9% 4.94% 44.5% 53 1.89% 2.3
Ayrshire Capital Management
5797
Ayrshire Capital Management
Connecticut
$215M +$7.22M +3% 4.28% 84.8% 49 8.16% 3.6
SSA
5798
SSA Swiss Advisors
$215M +$7.69M +4% 6.13% – 120 10% 0.5
Aletheian Wealth Advisors
5799
Aletheian Wealth Advisors
Washington
$215M +$11.9M +6% 5.68% – 105 8.57% 2.4
Sherbrooke Park Advisers
5800
Sherbrooke Park Advisers
New York
$215M -$15.2M -7% 0.51% 9.59% 757 67.64% 0.3