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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)
Kaizen Financial Strategies
5851
Kaizen Financial Strategies
California
$227M +$5.45M +2% 3.54% 126% 168 11.9% 2.1
Compass Financial Group (Florida)
5852
Compass Financial Group (Florida)
Florida
$227M +$3.73M +2% 1.74% 47.5% 48 4.17% 3.9
Kilter Group
5853
Kilter Group
New York
$227M +$14.5M +7% 2.11% – 1,499 26.42% 0.4
FA
5854
FAI Advisors
Michigan
$227M +$5.26M +2% 2.72% – 175 9.71% 0.9
CIS
5855
Custom Index Systems
New York
$226M -$110M -33% 2.63% – 296 31.08% 0.9
Midwest Financial Group
5856
Midwest Financial Group
Kansas
$226M +$16.6M +8% 5.83% 103% 129 10.85% 1.9
APSI
5857
Asset Planning Services Inc
Louisiana
$226M -$11M -5% 2% 138% 36 5.56% 5.7
Chris Bulman
5858
Chris Bulman
California
$226M +$26.4M +13% 2.48% – 166 24.7% 0.9
DIM
5859
DC Investments Management
Virginia
$226M -$15M -6% 1.62% 56.3% 95 49.47% 1.5
Bluesphere Advisors
5860
Bluesphere Advisors
Pennsylvania
$226M +$7.97M +4% 3.24% 105% 101 8.91% 2.5
Harold Davidson & Associates
5861
Harold Davidson & Associates
California
$226M +$5.94M +3% 4.29% – 67 4.48% 0.9
Plustick Management
5862
Plustick Management
Virginia
$226M -$12.5M -5% 14.5% 1,667% 25 36% 1.2
Cobalt Capital Management
5863
Cobalt Capital Management
New Jersey
$226M +$8.35M +4% 2.29% 235% 37 64.86% 0.8
Garrison Point Advisors
5864
Garrison Point Advisors
California
$226M -$12.5M -5% 1.76% 81.5% 177 9.6% 4.7
Millington Financial Advisors
5865
Millington Financial Advisors
Illinois
$226M +$19.5M +9% 1.68% 77.5% 131 30.53% 1.5
Nightview Capital
5866
Nightview Capital
Texas
$226M +$9.18M +4% 5.84% 170% 15 20% 1.9
DFS
5867
Dixon Fnancial Services
California
$226M +$5.97M +3% 4.45% 76.6% 53 22.64% 2.2
Wealth Advisors Northwest
5868
Wealth Advisors Northwest
Oregon
$225M +$18.7M +9% 2.19% – 63 12.7% 0.9
MOKAN Wealth Management
5869
MOKAN Wealth Management
Kansas
$225M +$26.6M +13% 1.91% – 114 22.81% 0.7
CMG Global Holdings
5870
CMG Global Holdings
Texas
$225M +$20.8M +10% 2.35% 80.8% 98 6.12% 3.5
SHFP
5871
Second Half Financial Partners
Florida
$225M -$1.75M -0.8% 0.25% 36.8% 107 14.95% 1.2
Blue Square Asset Management
5872
Blue Square Asset Management
New York
$225M -$4.1M -2% 2.75% 117% 86 26.74% 2.3
Sequent Asset Management
5873
Sequent Asset Management
Texas
$225M +$14.9M +7% 1.46% 51.3% 100 7% 2.9
ECM
5874
EMC Capital Management
Texas
$225M +$13.7M +7% 6.14% – 318 7.86% 2.3
Twin Lakes Capital Management
5875
Twin Lakes Capital Management
California
$225M +$8.88M +4% 4.68% 131% 224 0.89% 3.6