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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)
Bay Rivers Group
5826
Bay Rivers Group
Virginia
$100M -$12.3M -11% 4.78% 166% 64 10.94% 2.1
Phoenix Wealth Advisors
5827
Phoenix Wealth Advisors
North Carolina
$100M -$1.5M -1% 4.05% 60.1% 120 20.83% 1.1
Doheny Asset Management
5828
Doheny Asset Management
California
$100M – – 3.51% 135% 73 – 5.8
Broadview Financial Management
5829
Broadview Financial Management
Wisconsin
$100M -$7.42M -7% 6.75% 52.4% 39 0% 4
Silverhawk Asset Management
5830
Silverhawk Asset Management
Arizona
$100M -$8.28M -8% 5.88% – 35 34.29% 0.6
Weaver C. Barksdale & Associates
5831
Weaver C. Barksdale & Associates
Tennessee
$100M -$7.72M -7% 4.52% 52.2% 65 6.15% 4.3
Jupiter Wealth Management
5832
Jupiter Wealth Management
Colorado
$100M -$10.1M -9% 4.49% 99.2% 65 6.15% 2.4
AIP
5833
Alapocas Investment Partners
Massachusetts
$100M -$1M -1% 4.65% 50% 18 0% 0.7
Dentgroup
5834
Dentgroup
Louisiana
$100M +$9.8M +11% 5.05% 53.6% 96 20.83% 0.6
Kite Lake Capital Management (UK)
5835
Kite Lake Capital Management (UK)
United Kingdom
$100M +$9.13M +10% 8.41% 337% 8 12.5% 0.7
CBIZ Investment Advisory Services
5836
CBIZ Investment Advisory Services
Ohio
$100M -$992M -91% 5.25% 48.7% 39 48.72% 0.8
Greenstone Partners & Co
5837
Greenstone Partners & Co
California
$100M +$5.66M +6% 6.37% 527% 12 33.33% 1.2
Warren Street Wealth Advisors
5838
Warren Street Wealth Advisors
California
$99.3M -$4.2M -4% 6.82% 75.7% 57 12.28% 0.6
Pring Turner Capital Group
5839
Pring Turner Capital Group
California
$99.3M -$4.9M -5% 3.59% 70.8% 58 10.34% 3.7
Washington Capital Management
5840
Washington Capital Management
Washington
$99.3M -$4.72M -5% 6.39% 81.8% 117 24.79% 2.5
Comprehensive Wealth Management
5841
Comprehensive Wealth Management
Washington
$99.2M -$16.7M -14% 7.06% 36.9% 34 23.53% 0.7
Arboretum Ventures
5842
Arboretum Ventures
Michigan
$99.1M +$9.08M +10% 11.1% – 3 0% 0.8
LFS Asset Management
5843
LFS Asset Management
California
$99.1M -$23.9M -19% 2.92% – 68 45.59% 0.2
EGVF
5844
ESA Global Value Fund
Cayman Islands
$99M -$5.99M -6% 1.2% – 5 40% 1.3
Tilia Fiduciary Partners
5845
Tilia Fiduciary Partners
North Carolina
$99M -$5.8M -6% 3.56% 101% 553 7.05% 0.7
SPAS
5846
Spectrum Planning & Advisory Services
California
$98.9M +$3.01M +3% 3.37% – 59 20.34% 1
Charter Research & Investment Group
5847
Charter Research & Investment Group
Connecticut
$98.9M -$11.1M -10% 4.9% 82.3% 77 6.49% 6.1
Global Assets Advisory
5848
Global Assets Advisory
Florida
$98.9M +$52.5M +113% 3.03% 85.9% 161 69.57% 0.1
Plotkin Financial Advisors
5849
Plotkin Financial Advisors
Maryland
$98.8M -$6.34M -6% 6.25% 95.3% 72 12.5% 1.8
Act Two Investors
5850
Act Two Investors
California
$98.8M -$7.23M -7% 3.79% 53% 28 25% 2.6