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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)
PIP
6026
PB Investment Partners
California
$129M – – 1.95% 81.1% 9 – 0
Forager Funds Management
6027
Forager Funds Management
Australia
$129M – – 0.55% – 25 – 0
HAM
6028
Hedges Asset Management
Nevada
$129M – – 0.73% – 120 – 0
Safir Wealth Advisors
6029
Safir Wealth Advisors
New Hampshire
$129M +$8.99M +8% 5.51% 52.1% 15 20% 0.9
Millennium Capital Advisors
6030
Millennium Capital Advisors
Arkansas
$128M – – 12.6% 134% 106 – 0
EFEM
6031
Eos Focused Equity Management
New York
$128M -$2.93M -2% 8.83% 55.7% 30 16.67% 1.6
WFA
6032
WMG Financial Advisors
Tennessee
$128M – – 5.17% 73.8% 175 – 0
BWIA
6033
Bryant Woods Investment Advisors
New York
$128M – – 8.49% 74.4% 33 – 0
Sterling Manor Financial
6034
Sterling Manor Financial
New York
$128M +$8.18M +7% 8.39% – 103 52.43% 0.5
M28 Capital Management
6035
M28 Capital Management
Connecticut
$128M – – 47.2% 200% 12 – 0
Caldwell Investment Management
6036
Caldwell Investment Management
Ontario, Canada
$128M – – 12.5% 162% 33 – 0
Intergy Private Wealth
6037
Intergy Private Wealth
Colorado
$128M – – 7.25% 73.8% 48 – 0
Antonetti Capital Management
6038
Antonetti Capital Management
Florida
$128M +$5.07M +4% 5.4% – 438 11.42% 1.4
ICMP
6039
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$5.42M +4% 0.15% 39.7% 70 14.29% 1.5
Heritage Financial Services
6040
Heritage Financial Services
Massachusetts
$128M – – 8.73% 38.3% 81 – 0
MKT Advisors
6041
MKT Advisors
California
$128M – – 9.63% 55.5% 142 – 0
Wavelength Capital Management
6042
Wavelength Capital Management
Connecticut
$128M – – 0.13% – 14 – 0
BC
6043
Belmont Capital
California
$128M +$4.49M +4% 6.63% 182% 82 14.63% 1.2
SRAM
6044
Spouting Rock Asset Management
Pennsylvania
$128M -$73M -36% 8.31% 74.7% 108 51.85% 0.9
Hurlow Wealth Management Group
6045
Hurlow Wealth Management Group
Indiana
$127M -$40.7M -24% 7.9% 60.7% 96 9.38% 2.7
Capital CS Group
6046
Capital CS Group
California
$127M +$19.5M +18% 13.8% 27.8% 99 63.64% 0.3
Abound Wealth Management
6047
Abound Wealth Management
Tennessee
$127M – – 5.64% 65.7% 107 – 0
Coulter & Justus Financial Services
6048
Coulter & Justus Financial Services
Tennessee
$127M – – 4.09% – 50 – 0
Piedmont Capital Management (Montana)
6049
Piedmont Capital Management (Montana)
Montana
$127M +$1.92M +2% 9.29% 94% 49 24.49% 0.7
PIG
6050
Pantheon Investment Group
California
$127M +$10.8M +9% 9.95% – 80 12.5% 1.5