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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)
Grand Wealth Management
5901
Grand Wealth Management
Michigan
$195M +$12.5M +7% 8.64% 54.1% 74 10.81% 2.2
Cascades Capital Asset Management
5902
Cascades Capital Asset Management
North Carolina
$194M +$9.18M +5% 9.47% – 160 21.25% 0.5
Banyan Capital Management
5903
Banyan Capital Management
Georgia
$194M +$17.4M +10% 5.07% 42.5% 19 15.79% 4
Seamount Financial Group
5904
Seamount Financial Group
Colorado
$194M +$47.5M +32% 7% 79.7% 131 26.72% 1
Emergence GP Partners
5905
Emergence GP Partners
California
$194M +$30.7M +19% 19.4% – 4 0% 2.4
Econ Financial Services
5906
Econ Financial Services
Pennsylvania
$194M +$6.37M +3% 1.67% 16.9% 112 57.14% 0.7
LI
5907
Latigo Investments
Florida
$194M +$6.6M +4% 9.29% 56.6% 17 11.76% 3.1
PFG Private Wealth Management
5908
PFG Private Wealth Management
Florida
$194M +$9.23M +5% 7.45% 52.6% 263 79.09% 3.4
Endowment Wealth Management
5909
Endowment Wealth Management
Wisconsin
$194M +$38.5M +25% 18.9% 66.3% 164 13.41% 2.1
Sound Stewardship
5910
Sound Stewardship
Kansas
$194M +$18.4M +10% 6.2% 45.9% 64 9.38% 1.9
PHM
5911
Prospect Hill Management
New Jersey
$194M +$1.74M +0.9% 5.59% 85.1% 15 0% 3.8
PCM
5912
Perritt Capital Management
Illinois
$194M +$12.4M +7% 10.9% 80.9% 367 15.53% 3.5
Westhampton Capital
5913
Westhampton Capital
North Carolina
$194M +$10.4M +6% 8.98% 95.6% 121 9.92% 4.2
Financial Symmetry
5914
Financial Symmetry
North Carolina
$194M +$30.8M +19% 9.9% 68.4% 54 18.52% 1.2
American Financial & Tax Strategies
5915
American Financial & Tax Strategies
New York
$194M +$7.5M +4% 6.57% 46.9% 91 0% 1.4
CWC Advisors
5916
CWC Advisors
Oregon
$194M +$17.9M +10% 9.34% – 147 7.48% 0.6
Koesten Hirschmann & Crabtree
5917
Koesten Hirschmann & Crabtree
Kansas
$193M +$19M +11% 8.48% 68.7% 356 43.82% 1.1
Amitell Capital
5918
Amitell Capital
Singapore
$193M +$49M +34% 32.1% 196% 70 57.14% 0.8
Blue Door Asset Management
5919
Blue Door Asset Management
Connecticut
$193M +$6.32M +3% 23.2% 127% 26 53.85% 1.1
Inlight Wealth Management
5920
Inlight Wealth Management
Georgia
$193M +$31.6M +20% 6.86% – 296 18.24% 0.3
Chronos Wealth Management
5921
Chronos Wealth Management
Florida
$193M +$6.55M +4% 5.52% 92.3% 41 14.63% 3.8
AIA
5922
Arcadia Investment Advisors
Idaho
$193M +$14.1M +8% 8.03% 56.4% 85 7.06% 4.8
Tower View Wealth Management
5923
Tower View Wealth Management
Wisconsin
$193M +$21.2M +12% 16.1% 135% 205 15.12% 3.4
IRON Financial
5924
IRON Financial
Illinois
$193M +$14.5M +8% 5.57% 60.6% 130 16.15% 3
C.M. Bidwell & Associates
5925
C.M. Bidwell & Associates
Hawaii
$193M +$26.6M +16% 9.02% 70.6% 497 21.93% 3.3