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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)
Pacific Sun Financial
5926
Pacific Sun Financial
California
$207M +$15.5M +8% 8.04% 70.3% 201 8.96% 4.9
Prospera Capital Management
5927
Prospera Capital Management
Arizona
$207M +$26.2M +14% 6.97% – 49 14.29% 0.5
Wealth Advisors Northwest
5928
Wealth Advisors Northwest
Oregon
$207M +$17M +9% 6.4% – 63 4.76% 0.7
Norway Savings Bank
5929
Norway Savings Bank
Maine
$207M +$12.1M +6% 8.11% 117% 104 1.92% 6.1
Keyes Stange & Wooten Wealth Management
5930
Keyes Stange & Wooten Wealth Management
Florida
$207M +$14M +7% 6.12% 61.3% 79 18.99% 1.3
Bond Capital Management
5931
Bond Capital Management
California
$207M -$9.41M -4% 0.19% 47.5% 5 0% 3.5
Marmo Financial Group
5932
Marmo Financial Group
Tennessee
$206M +$5.69M +3% 6.12% 47.5% 36 33.33% 1.5
CI
5933
Carroll Investors
South Carolina
$206M +$17.7M +9% 20.1% 241% 32 9.38% 2
Tribune Investment Group
5934
Tribune Investment Group
New York
$206M +$3.29M +2% 12.5% – 36 75% 0.2
Black Maple Capital Management
5935
Black Maple Capital Management
Wisconsin
$206M -$16.3M -7% 5.05% 35.7% 126 49.21% 0.9
Threadgill Financial
5936
Threadgill Financial
Texas
$206M +$19.4M +10% 1.79% 49.3% 59 35.59% 1.5
Mirabaud Asset Management
5937
Mirabaud Asset Management
United Kingdom
$206M -$8.48M -4% 6.98% – 40 5% 1.5
Millington Financial Advisors
5938
Millington Financial Advisors
Illinois
$206M +$8.33M +4% 8.83% 77.5% 112 15.18% 1.7
Optima Capital
5939
Optima Capital
Oregon
$206M +$20.3M +11% 6.87% – 170 18.24% 0.6
Wynn Capital
5940
Wynn Capital
Georgia
$206M +$18.6M +10% 10.8% 115% 112 3.57% 1.6
Cohen Investment Advisors
5941
Cohen Investment Advisors
New Hampshire
$206M +$14.5M +8% 6.07% 90.6% 80 2.5% 4.3
AIA
5942
Arcadia Investment Advisors
Idaho
$206M +$12.9M +7% 6.24% 56.4% 84 1.19% 5.1
Financial Futures
5943
Financial Futures
New Jersey
$206M +$19.2M +10% 5.31% 48.5% 68 7.35% 2
One Plus One Wealth Management
5944
One Plus One Wealth Management
Florida
$206M +$22.3M +12% 15.9% 71.9% 105 22.86% 2.3
KIM
5945
Kane Investment Management
California
$206M +$15M +8% 12.2% – 102 18.63% 0.6
Triavera Capital
5946
Triavera Capital
California
$206M +$15.7M +8% 4.88% – 19 5.26% 0.7
WA
5947
Win Advisors
Florida
$205M -$1.85M -0.9% 9.51% 226% 82 70.73% 0.4
IFS
5948
Intelligent Financial Strategies
Minnesota
$205M +$17M +9% 5.9% 63.5% 88 20.45% 3.2
Aristotle Pacific Capital
5949
Aristotle Pacific Capital
California
$205M -$3.1M -1% 0.43% 1.84% 6 0% 3.2
Long Island Wealth Management
5950
Long Island Wealth Management
New York
$205M +$12.9M +7% 5.69% 58.2% 88 11.36% 1.4