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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)
EdgeRock Capital
6101
EdgeRock Capital
Colorado
$137M -$27.3M -17% 9.81% 79.7% 355 90.7% 0.1
Chesapeake Capital Corp
6102
Chesapeake Capital Corp
Florida
$137M – – 16% – 143 – 0
Capstone Triton Financial Group
6103
Capstone Triton Financial Group
Oklahoma
$137M +$294K +0.2% 11.6% – 108 7.41% 1.8
Magnolia Capital Advisors
6104
Magnolia Capital Advisors
Mississippi
$137M +$32.8M +31% 9.43% 78.7% 96 36.46% 1.1
MFG
6105
MTM Financial Group
Pennsylvania
$137M +$16.9M +14% 6.27% 36.5% 56 8.93% 1.3
Western Pacific Wealth Management
6106
Western Pacific Wealth Management
Illinois
$137M +$15M +12% 12.8% 91.4% 284 18.66% 1.5
Anchor IV
6107
Anchor IV
Singapore
$137M +$24.8M +22% 22.2% – 1 0% 0.3
Onyx Financial Advisors
6108
Onyx Financial Advisors
Idaho
$137M +$20.5M +18% 10.2% 57.8% 15 46.67% 0.6
Gould Capital
6109
Gould Capital
Washington
$137M +$13M +10% 11.4% 60.1% 199 3.52% 1.8
FSC Wealth Advisors
6110
FSC Wealth Advisors
New York
$137M +$40.1M +42% 8.09% 66.4% 297 25.59% 1
DIS
6111
Diversified Investment Strategies
Louisiana
$136M +$4.63M +4% 14.7% 93.8% 48 6.25% 4.3
Sterling Investment Management
6112
Sterling Investment Management
Arizona
$136M +$23.9M +21% 5.13% 45.3% 66 24.24% 4.2
Trademark Financial Management
6113
Trademark Financial Management
Minnesota
$136M – – 9.22% 67.5% 86 – 0
BlackDiamond Wealth Management
6114
BlackDiamond Wealth Management
New York
$136M +$25.5M +23% 8.3% 70.8% 149 24.16% 1.1
Evergreen Wealth Management
6115
Evergreen Wealth Management
Michigan
$136M +$9.45M +7% 9.36% 62.1% 56 1.79% 0.9
MFC
6116
Miramar Fiduciary Corp
Nevada
$136M – – 11.2% – 6 – 2.5
Cohen Investment Advisors
6117
Cohen Investment Advisors
New Hampshire
$136M +$11.4M +9% 12.4% 90.6% 77 2.6% 2.8
Prosperitas Financial
6118
Prosperitas Financial
California
$136M +$6.97M +5% 10.4% 118% 68 13.24% 0.2
Firetrail Investments
6119
Firetrail Investments
Australia
$136M – – 12.2% 139% 22 – 0
Walnut Level Capital
6120
Walnut Level Capital
Colorado
$136M – – 10.3% – 35 – 0
HighMark Wealth Management
6121
HighMark Wealth Management
Minnesota
$136M +$15.1M +13% 11.8% 110% 613 14.03% 2.6
Cobblestone Asset Management
6122
Cobblestone Asset Management
Virginia
$136M +$14M +12% 7.74% 60.6% 48 29.17% 0.2
ASI
6123
Advisory Services & Investments
Oregon
$136M +$21.9M +19% 11.1% 19.9% 34 14.71% 1.5
Brogan Financial
6124
Brogan Financial
Tennessee
$135M +$21.6M +19% 9.31% 46.4% 46 28.26% 0.8
Sebold Capital Management
6125
Sebold Capital Management
Illinois
$135M +$12.9M +11% 10.4% – 70 7.14% 0.9