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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)
Hanwha Asset Management
6051
Hanwha Asset Management
South Korea
$150M -$11M -7% 6.82% – 1 0% 1.3
Nvest Financial
6052
Nvest Financial
New Hampshire
$150M +$22.9M +18% 9.52% 92.8% 81 16.05% 1.2
Syncona Portfolio
6053
Syncona Portfolio
Guernsey
$150M -$7.7M -5% 2.9% 24% 4 50% 2.3
Criterion Capital Advisors
6054
Criterion Capital Advisors
Tennessee
$150M +$12.4M +9% 7.74% – 377 13.53% 0.2
Tranquilli Financial Advisor
6055
Tranquilli Financial Advisor
New Jersey
$150M +$8.32M +6% 7.48% 55.1% 113 18.58% 1.6
Kestrel Investment Management
6056
Kestrel Investment Management
California
$150M +$1.97M +1% 5.15% 99.8% 40 15% 1.7
First National Bank of Hutchinson
6057
First National Bank of Hutchinson
Kansas
$150M +$10.6M +8% 14.3% 121% 101 14.85% 4.1
Rockport Wealth
6058
Rockport Wealth
Ohio
$150M – – 8.51% – 62 – 0
CC
6059
Checkpoint Capital
California
$150M -$15.5M -9% 3.75% – 23 43.48% 0.2
CNFG
6060
Creegan & Nassoura Financial Group
New Hampshire
$150M +$11.7M +8% 7.83% 52.6% 78 6.41% 6.1
Fortis Advisors
6061
Fortis Advisors
Pennsylvania
$149M +$9.13M +7% 4.17% 72.8% 100 13% 3
Little Harbor Advisors
6062
Little Harbor Advisors
Massachusetts
$149M +$10.4M +8% 8% 59% 8 0% 0.9
BWM
6063
Bullock Wealth Management
Indiana
$149M +$16M +12% 12.5% 101% 613 9.95% 2
ADE LLC
6064
ADE LLC
Maryland
$149M +$4.97M +3% 5.85% 59.8% 84 7.14% 2.4
Bull Oak Capital
6065
Bull Oak Capital
California
$149M -$240M -62% 5.93% 62.1% 41 12.2% 0.5
Rain Capital Management
6066
Rain Capital Management
Oregon
$149M +$7.43M +5% 6.76% 18.2% 97 6.19% 3
Acute Investment Advisory
6067
Acute Investment Advisory
Arizona
$149M -$20M -12% 0.52% 15% 13 23.08% 1.1
Forthright Family Wealth Advisory
6068
Forthright Family Wealth Advisory
Texas
$149M +$21.5M +17% 6.06% 60.2% 63 15.87% 0.2
ASBI
6069
American State Bank (Iowa)
Iowa
$149M -$8M -5% 13.1% 149% 336 63.69% 3.1
Alcosta Capital Management
6070
Alcosta Capital Management
California
$149M +$11M +8% 21.1% 175% 31 12.9% 1.9
Robinson Value Management
6071
Robinson Value Management
Texas
$149M -$3.08M -2% 7.91% 79.3% 83 19.28% 3
RiverTree Advisors
6072
RiverTree Advisors
Florida
$149M +$1.86M +1% 4.82% 25.4% 31 16.13% 0.9
Private Client Services
6073
Private Client Services
Kentucky
$149M +$27.1M +22% 6.92% 72% 155 30.32% 0.2
Midwest Financial Group
6074
Midwest Financial Group
Kansas
$149M +$14.9M +11% 7.11% 103% 111 16.22% 0.8
Godshalk Welsh Capital Management
6075
Godshalk Welsh Capital Management
Pennsylvania
$149M +$9.6M +7% 7.78% 61.1% 127 12.6% 6.2