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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)
EIM
6026
Ervin Investment Management
Washington
$110M +$8.92M +9% 8.68% 92.9% 35 8.57% 0.9
Kapstone Financial Advisors
6027
Kapstone Financial Advisors
Ohio
$110M – – 8.24% 131% 99 – 0
Peak Financial Advisors
6028
Peak Financial Advisors
Colorado
$110M +$28.4M +35% 3.91% 39.1% 78 41.03% 0.7
Kraft Asset Management
6029
Kraft Asset Management
Tennessee
$110M +$11.1M +11% 11.2% 41% 28 10.71% 0.7
Coombe, Bender & Co
6030
Coombe, Bender & Co
New York
$110M -$2.94M -3% 9.96% – 86 19.77% 0.4
Schubert & Co
6031
Schubert & Co
Texas
$110M +$4.93M +5% 7.21% 47.3% 1,668 6.35% 0.9
FFG Retirement Advisors
6032
FFG Retirement Advisors
Colorado
$110M – – 7.24% 43.4% 39 – 0
Chapman Investment Management
6033
Chapman Investment Management
California
$110M -$27.1M -20% 7.18% 44% 41 14.63% 2
AIFAIM
6034
American Institute for Advanced Investment Management
Arizona
$109M +$2.37M +2% 7.01% 72.8% 111 13.51% 2.2
Azarias Capital Management
6035
Azarias Capital Management
Pennsylvania
$109M +$17.9M +20% 7.73% 58.2% 20 15% 0.9
Integrity Advisory
6036
Integrity Advisory
Kansas
$109M +$1.55M +1% 7.58% – 89 29.21% 0.6
MSCM
6037
Marlin Sams Capital Management
New York
$109M +$19.2M +21% 23.1% 53.1% 2 50% 0.8
HealthCor Management
6038
HealthCor Management
New York
$109M -$690M -86% 23.2% 50.2% 65 75.38% 0.6
Stegner Investment Associates
6039
Stegner Investment Associates
Kentucky
$109M +$4.89M +5% 5.42% 84.8% 24 12.5% 1.6
Salvus Wealth Management
6040
Salvus Wealth Management
New Jersey
$109M +$3.95M +4% 10.5% 108% 104 14.42% 1.7
Heritage Wealth Partners
6041
Heritage Wealth Partners
Ohio
$109M – – 1.13% – 50 – 0
Live Oak Investment Partners
6042
Live Oak Investment Partners
Texas
$109M – – 7.32% – 290 – 0
MGG Investment Group
6043
MGG Investment Group
New York
$109M -$66.1M -38% 20.6% 44.1% 2 0% 1
RiverGlades Family Offices
6044
RiverGlades Family Offices
Florida
$109M – – 7.78% – 76 – 3
General Partner Inc
6045
General Partner Inc
Pennsylvania
$109M – – 8.97% 83.1% 208 – 0
Evergreen Wealth Management
6046
Evergreen Wealth Management
Michigan
$109M – – 8% 62.1% 54 – 0
HCM
6047
Hawkeye Capital Management
Florida
$109M -$44.1M -29% 5.2% – 30 50% 0.9
Comprehensive Wealth Management
6048
Comprehensive Wealth Management
Washington
$109M +$9.45M +10% 0.26% 36.9% 32 6.25% 0.9
Washington Capital Management
6049
Washington Capital Management
Washington
$109M +$9.29M +9% 12.1% 81.8% 114 16.67% 2.6
SVF Sponsor III
6050
SVF Sponsor III
California
$109M – – 3.83% 133% 1 – 0