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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)
Foresite Capital Management IV
6101
Foresite Capital Management IV
California
$149M -$49.1M -25% 15.5% 151% 5 20% 3.1
SM
6102
Sabby Management
Florida
$149M -$24.6M -14% 10.5% 95.5% 66 60.61% 0.6
Monument Group Wealth Advisors
6103
Monument Group Wealth Advisors
Massachusetts
$149M +$13.7M +10% 0.72% 68.6% 50 10% 0.4
CoreFirst Bank & Trust
6104
CoreFirst Bank & Trust
Kansas
$149M -$11.3M -7% 1.68% 61.4% 357 66.39% 3
Candelo Capital Management
6105
Candelo Capital Management
New York
$149M -$14.7M -9% 6.1% – 40 60% 0.3
Fee-Only Financial Planning
6106
Fee-Only Financial Planning
South Carolina
$149M +$377K +0.3% 1.51% 72.6% 41 2.44% 1.4
Walker Asset Management
6107
Walker Asset Management
Missouri
$149M -$2.8M -2% 1.46% 87.6% 143 7.69% 1.6
Mach-1 Financial Group
6108
Mach-1 Financial Group
Arkansas
$149M +$17.2M +13% 2.51% 83.4% 89 30.34% 1.4
KCM
6109
Knoll Capital Management
Florida
$148M -$12.3M -8% 6.21% 258% 35 2.86% 1.8
Cascade Investment Advisors
6110
Cascade Investment Advisors
Oregon
$148M -$5.3M -3% 1.95% 71.4% 118 8.47% 3.9
ADE LLC
6111
ADE LLC
Maryland
$148M -$1.09M -0.7% 1.87% 52.2% 82 6.1% 2.7
Napa Wealth Management
6112
Napa Wealth Management
California
$148M -$41.7M -22% 1.66% – 134 61.19% 0.2
JDM Financial Group
6113
JDM Financial Group
Texas
$148M +$10.9M +8% 2.92% 56.7% 225 7.11% 1.3
Albert D. Mason Inc
6114
Albert D. Mason Inc
Massachusetts
$148M -$13.8M -9% 1.89% 82% 160 11.88% 5.7
AWM
6115
Aberdeen Wealth Management
Illinois
$148M -$23.9M -14% 1.1% 73.1% 178 7.87% 3.4
Vanguard Capital Wealth Advisors
6116
Vanguard Capital Wealth Advisors
Colorado
$148M +$5.72M +4% 7.82% 234% 165 21.21% 2.9
Hudson Canyon Capital Management
6117
Hudson Canyon Capital Management
New York
$148M -$7.69M -5% 5.8% 160% 54 0% 2.8
Pinnacle Wealth Management Group
6118
Pinnacle Wealth Management Group
Michigan
$148M +$13.2M +10% 1.75% 64.3% 115 13.91% 2.1
Foresight Capital Management Advisors
6119
Foresight Capital Management Advisors
Michigan
$148M +$16.5M +13% 5.89% – 83 16.87% 1
Kingdom Financial Group
6120
Kingdom Financial Group
Arizona
$148M +$5.54M +4% 1.4% 46.2% 67 29.85% 0.8
EPIQ Partners
6121
EPIQ Partners
Minnesota
$148M -$2.55M -2% 1.06% 49.6% 77 9.09% 3
Mayfair Advisory Group
6122
Mayfair Advisory Group
Alabama
$148M +$9.9M +7% 2.42% 71.5% 152 17.11% 2.1
Piedmont Capital Management (Montana)
6123
Piedmont Capital Management (Montana)
Montana
$147M $0 0% 2.96% 94% 46 0% 2.4
Beacon Financial Planning
6124
Beacon Financial Planning
Massachusetts
$147M +$4.03M +3% 1.72% 71.1% 40 10% 1.1
Singapore Technologies Telemedia
6125
Singapore Technologies Telemedia
Singapore
$147M +$41.8M +40% 39.7% 173% 1 0% 7.3