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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)
Register Financial Advisors
5851
Register Financial Advisors
Georgia
$150M +$13M +9% 13.7% 130% 650 63.38% 0.8
Granite FO LLC
5852
Granite FO LLC
New Hampshire
$149M +$7.22M +5% 8.59% 112% 163 3.07% 0.9
ACP
5853
Altitude Crest Partners
Connecticut
$149M – – 12.2% – 12 – 0
Asset Allocation & Management Company
5854
Asset Allocation & Management Company
Illinois
$149M -$17.7M -11% 9.12% 58.5% 55 20% 2.6
Catalina Capital Group
5855
Catalina Capital Group
California
$149M – – 8.86% – 177 – 0
LaSalle St. Investment Advisors
5856
LaSalle St. Investment Advisors
Illinois
$149M -$55.3M -27% 7.18% 61.9% 140 25.71% 0.7
S.A. Mason
5857
S.A. Mason
Michigan
$149M +$10.4M +8% 10.8% 116% 328 8.54% 3.3
Financial Council
5858
Financial Council
Maryland
$149M +$23.4M +19% 11.2% 88.6% 78 17.95% 1.4
Dravo Bay
5859
Dravo Bay
Delaware
$149M +$11.6M +8% 8.95% 45.2% 48 14.58% 1.6
Vaughan & Co Securities
5860
Vaughan & Co Securities
New Jersey
$149M +$14.5M +11% 10.6% 70.7% 56 8.93% 2.7
Traction Financial Partners
5861
Traction Financial Partners
Wyoming
$149M – – 10.7% – 62 – 0
Hassell Wealth Management
5862
Hassell Wealth Management
Louisiana
$149M +$11.6M +8% 10.4% 49.7% 21 14.29% 1
AlphaCentric Advisors
5863
AlphaCentric Advisors
Puerto Rico
$149M -$27.3M -16% 9.61% – 298 48.66% 0.6
CWM
5864
CCG Wealth Management
California
$149M -$3.79M -2% 10.8% 82.6% 65 21.54% 3.3
Wealth Advisors of Iowa
5865
Wealth Advisors of Iowa
Iowa
$149M +$6.79M +5% 9.2% 60.9% 65 18.46% 2.1
Watchtower Advisors
5866
Watchtower Advisors
Connecticut
$149M +$47.6M +47% 22.8% 384% 15 60% 0.4
Orleans Capital Management
5867
Orleans Capital Management
Louisiana
$149M +$14.3M +11% 10.2% 94.6% 83 9.64% 2.9
Penbrook Management
5868
Penbrook Management
New York
$149M +$12.4M +9% 11.2% 107% 109 12.84% 5.3
Eliot Finkel Investment Counsel
5869
Eliot Finkel Investment Counsel
California
$149M +$15.2K +0% 10.5% 85.5% 32 6.25% 4.5
Vantage Consulting Group
5870
Vantage Consulting Group
Virginia
$149M -$355K -0.2% 7.45% 261% 219 13.7% 2.2
Baker Hughes Holdings
5871
Baker Hughes Holdings
Texas
$149M -$24M -14% 12% 38.6% 2 0% 1.8
Regency Capital Management
5872
Regency Capital Management
Hawaii
$149M +$31M +26% 9.83% 92.1% 61 40.98% 1
Cahill Wealth Management
5873
Cahill Wealth Management
Michigan
$149M +$18.5M +14% 11% 24.7% 47 6.38% 1.5
RP Management
5874
RP Management
New York
$149M +$45.1M +44% 52.2% 208% 3 0% 2.7
CSA
5875
Cottage Street Advisors
Massachusetts
$149M +$11.7M +9% 11.3% 95.8% 91 14.29% 2.6