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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)
Peregrine Investment Management
6126
Peregrine Investment Management
Ontario, Canada
$172M – – 21% – 24 – 0
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6127
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$172M +$14.9M +9% 5.61% 133% 147 18.37% 1.8
Planning Directions
6128
Planning Directions
Pennsylvania
$172M +$4.41M +3% 0.49% 46.3% 82 7.32% 3.4
Millington Financial Advisors
6129
Millington Financial Advisors
Illinois
$172M +$11.9M +7% 0.45% 77.5% 94 22.34% 1.4
Decker Retirement Planning
6130
Decker Retirement Planning
Utah
$172M – – 14.5% – 597 – 0
PCA
6131
Prospect Capital Advisors
California
$172M -$48.8M -22% 9.09% 202% 31 29.03% 3.1
Walker Financial Services
6132
Walker Financial Services
Kentucky
$172M +$24.2M +16% 2.78% 20.8% 33 12.12% 1.5
JKSF
6133
John & Kathleen Schreiber Foundation
Illinois
$172M +$19.8M +13% 11.7% 30.8% 7 57.14% 1.2
Olistico Wealth
6134
Olistico Wealth
Oklahoma
$172M +$8.32M +5% 3.93% 108% 322 7.14% 0.9
WAM
6135
Werlinich Asset Management
Connecticut
$172M -$322K -0.2% 0.95% 232% 63 9.52% 2.8
Beacon Financial Planning
6136
Beacon Financial Planning
Massachusetts
$172M +$9.8M +6% 1.7% 74.3% 49 12.24% 1.3
Causey Wealth LLC
6137
Causey Wealth LLC
Colorado
$172M – – 3.69% – 68 – 0
Alcosta Capital Management
6138
Alcosta Capital Management
California
$172M +$4.2M +3% 14% 175% 33 39.39% 2.2
BWM
6139
Bullock Wealth Management
Indiana
$171M +$5.57M +3% 1.51% 101% 632 13.61% 2.4
Legion Partners Asset Management
6140
Legion Partners Asset Management
California
$171M -$117M -41% 9.7% 206% 13 46.15% 3
Vienna Insurance Group
6141
Vienna Insurance Group
Poland
$171M -$63.5M -27% 0.17% 230% 91 6.59% 1.9
HCM
6142
Helios Capital Management
Singapore
$171M +$9.04M +6% 8.18% 124% 50 8% 2.2
Investidor Profissional Gestao de Recursos
6143
Investidor Profissional Gestao de Recursos
Brazil
$171M -$41.6M -20% 3.43% 51.8% 30 33.33% 2.1
Trivant Custom Portfolio Group
6144
Trivant Custom Portfolio Group
California
$171M -$2.05M -1% 2.23% 86.1% 206 21.36% 1.2
Sapience Investments
6145
Sapience Investments
California
$171M -$30.9M -15% 3.41% 54.9% 91 10.99% 3.1
Sterling Investment Advisors (Missouri)
6146
Sterling Investment Advisors (Missouri)
Missouri
$171M -$6.69M -4% 4.18% 45.1% 37 8.11% 5.8
Friedenthal Financial
6147
Friedenthal Financial
New Jersey
$171M +$294K +0.2% 9.41% 105% 336 55.36% 1.3
Foresight Capital Management Advisors
6148
Foresight Capital Management Advisors
Michigan
$171M +$2.54M +2% 1.43% 100% 89 12.36% 1.3
Pelham Capital
6149
Pelham Capital
United Kingdom
$171M +$3.5M +2% 2.78% 135% 15 46.67% 1
New Millennium Group
6150
New Millennium Group
Utah
$171M +$16.3M +11% 6.85% 176% 633 36.81% 0.5