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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)
Whitefort Capital Management
6026
Whitefort Capital Management
New York
$89.9M +$9.8M +12% 3.6% 243% 28 10.71% 0.6
Beam Wealth Advisors
6027
Beam Wealth Advisors
Louisiana
$89.8M -$239K -0.3% 4.94% 59.7% 106 7.55% 1.8
Richmond Brothers
6028
Richmond Brothers
Michigan
$89.8M -$7.93M -8% 4.75% 77.2% 24 8.33% 0.7
Mariner Investment Group
6029
Mariner Investment Group
New York
$89.7M -$5.06M -5% 3.01% – 205 17.07% 0.7
Consilium Wealth Advisory
6030
Consilium Wealth Advisory
Texas
$89.7M -$3.18M -3% 4.71% 126% 76 18.42% 0.7
CM
6031
CM Management
Florida
$89.6M -$4.37M -5% 2.07% 110% 74 10.81% 1.3
MW
6032
Milestone Wealth
New York
$89.5M -$5.42M -6% 4.81% – 234 2.99% 0.7
Laraway Financial Advisors
6033
Laraway Financial Advisors
Minnesota
$89.5M -$4.44M -5% 4.41% 92.3% 107 5.61% 0.7
Perkins Capital Management
6034
Perkins Capital Management
Minnesota
$89.4M -$7.24M -7% 0.18% 303% 112 13.39% 3.9
Concorde Asset Management
6035
Concorde Asset Management
Michigan
$89.3M +$23M +35% 5.46% – 148 33.78% 1.7
CSI
6036
Cross Staff Investments
New York
$89.3M -$1.4M -2% 0.2% 80.3% 115 10.43% 0.7
Dopkins Wealth Management
6037
Dopkins Wealth Management
New York
$89.2M -$3.34M -4% 5.59% 64.4% 43 18.6% 0.6
Euclidean Technologies Management
6038
Euclidean Technologies Management
Washington
$89.2M -$7.67M -8% 6.3% 124% 78 20.51% 1.6
ADE LLC
6039
ADE LLC
Maryland
$89.2M -$4.89M -5% 5.62% 52.2% 65 6.15% 1.7
Atlantic Private Wealth
6040
Atlantic Private Wealth
North Carolina
$89.2M -$8.21M -8% 4.1% 55.7% 43 16.28% 0.6
Alamar Capital Management
6041
Alamar Capital Management
California
$89M +$394K +0.4% 2.33% – 69 11.59% 1.3
CMS
6042
Capital Market Strategies
Florida
$88.9M -$6.33M -7% 4.3% 120% 144 11.11% 0.7
Paragon Financial Partners
6043
Paragon Financial Partners
California
$88.9M -$8.44M -9% 4.85% 90.6% 82 10.98% 0.7
LifeSteps Financial
6044
LifeSteps Financial
California
$88.7M -$7.2M -8% 4.82% 98.4% 78 11.54% 2.3
Clayton Partners
6045
Clayton Partners
California
$88.7M -$4.02M -4% 3.89% 109% 37 32.43% 1.1
Conrad Siegel Investment Advisors
6046
Conrad Siegel Investment Advisors
Pennsylvania
$88.7M -$3.35M -4% 6.72% 64.9% 28 28.57% 0.6
MA
6047
McBroom & Associates
Nevada
$88.7M -$3.25M -4% 2.28% 133% 36 22.22% 0.6
Johnson & White Wealth Management
6048
Johnson & White Wealth Management
Pennsylvania
$88.6M – – 7.75% 76.5% 76 – 0
Affinia Financial Group
6049
Affinia Financial Group
Massachusetts
$88.6M -$30.2M -25% 4.98% 37.5% 32 15.63% 2
Trevian Wealth Management
6050
Trevian Wealth Management
Massachusetts
$88.6M -$3.52M -4% 4.55% 94.1% 37 13.51% 0.7