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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)
Peterson Wealth Management
6126
Peterson Wealth Management
Nevada
$156M -$5.5M -3% 5.07% 78% 54 16.67% 2.2
LifePlan Investment Advisors
6127
LifePlan Investment Advisors
North Carolina
$156M +$17.7M +13% 6.77% 60.9% 93 9.68% 0.9
EnCap Energy Capital Fund VIII
6128
EnCap Energy Capital Fund VIII
Texas
$156M -$4.1M -3% 1.93% 6.16% 3 0% 1.9
Capstone Triton Financial Group
6129
Capstone Triton Financial Group
Oklahoma
$156M +$13.8M +10% 6.59% – 111 14.41% 2.2
Regents of the University of California
6130
Regents of the University of California
California
$156M -$26.7M -15% 8.6% 76.6% 8 87.5% 1
Rosalind Advisors
6131
Rosalind Advisors
Ontario, Canada
$156M +$26.2M +20% 19.8% – 44 36.36% 0.5
Albert D. Mason Inc
6132
Albert D. Mason Inc
Massachusetts
$156M +$8.17M +6% 7.36% 83.4% 149 4.7% 5.8
Prentiss Smith & Co
6133
Prentiss Smith & Co
Vermont
$156M +$12.7M +9% 7.22% 67.4% 72 11.11% 5.7
Fee-Only Financial Planning
6134
Fee-Only Financial Planning
South Carolina
$156M +$7.55M +5% 6.71% 72.6% 41 4.88% 1.6
Aurora Investment Managers
6135
Aurora Investment Managers
Florida
$156M +$16.6M +12% 11.5% 74.4% 50 12% 2.6
Graphene Investments SAS
6136
Graphene Investments SAS
France
$156M -$3.19M -2% 4.26% 103% 50 20% 1.2
EIM
6137
Ervin Investment Management
Washington
$156M +$11.5M +8% 9.04% 92.9% 40 7.5% 2.1
Forthright Family Wealth Advisory
6138
Forthright Family Wealth Advisory
Texas
$156M +$500K +0.3% 5.08% – 78 30.77% 0.6
CH
6139
Cromwell Holdings
Wyoming
$156M -$11.5M -7% 6.72% – 632 7.12% 0.2
Granite Group Advisors
6140
Granite Group Advisors
Connecticut
$156M +$23.6M +18% 3.32% 74% 89 10.11% 0.7
EP
6141
Elkhorn Partners
Nebraska
$156M +$10.4M +7% 7.43% 32.2% 55 27.27% 4.9
Aufman Associates
6142
Aufman Associates
Pennsylvania
$156M +$15.1M +11% 6.58% 136% 64 28.13% 2.4
Armor Advisors
6143
Armor Advisors
New York
$156M +$19.7M +14% 11.1% 78.5% 15 33.33% 1.5
CAM
6144
Crown Advisors Management
California
$155M -$427K -0.3% 11.5% 284% 45 17.78% 2.5
Wheelhouse Advisory Group
6145
Wheelhouse Advisory Group
Missouri
$155M +$13.3M +9% 5.63% 67.9% 44 13.64% 0.6
FA
6146
FF Advisors
California
$155M +$13.2M +9% 5.44% 59.7% 92 7.61% 0.7
Boyar Asset Management
6147
Boyar Asset Management
New York
$155M +$9.6M +7% 7.55% 75.5% 81 6.17% 6.9
Twin Lakes Capital Management
6148
Twin Lakes Capital Management
California
$155M +$8.76M +6% 8.66% 131% 255 10.2% 2.5
Hahn Capital Management
6149
Hahn Capital Management
California
$155M -$55.1M -26% 12.4% 53.6% 33 15.15% 6.8
Aspen Wealth Strategies
6150
Aspen Wealth Strategies
Colorado
$155M +$11.4M +8% 6.71% 65.8% 86 20.93% 1.2