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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)
Cairn Investment Group
6151
Cairn Investment Group
Washington
$227M +$25.6M +13% 7.28% 61.3% 66 6.06% 4.2
Wallace Foundation
6152
Wallace Foundation
New York
$227M +$30M +15% 14.9% – 1 0% 0.5
Woodward Diversified Capital
6153
Woodward Diversified Capital
California
$227M +$6.92M +3% 20.1% 118% 193 12.44% 2.8
Ridgepath Capital Management
6154
Ridgepath Capital Management
Tennessee
$227M +$25.4M +13% 11.6% 73.5% 61 27.87% 1.6
FirstWave Capital Management
6155
FirstWave Capital Management
Florida
$227M +$132M +141% 72% – 69 69.57% 0.2
MBAM
6156
Mink Brook Asset Management
Florida
$227M +$47.3M +26% 32.9% – 64 34.38% 0.8
OBWA
6157
Oak Barrel Wealth Advisory
Virginia
$226M – – 17.1% – 86 – 0.4
Robinson Capital Management
6158
Robinson Capital Management
Michigan
$226M -$12.5M -5% 4.2% 7.8% 140 44.29% 0.9
Gross & Hartman Investments
6159
Gross & Hartman Investments
Pennsylvania
$226M +$34.1M +18% 8.66% – 87 25.29% 0.4
Beech Hill Advisors
6160
Beech Hill Advisors
New York
$226M +$26.5M +13% 24.3% 105% 99 7.07% 5.3
Ariadne Wealth Management
6161
Ariadne Wealth Management
California
$226M +$3.34M +2% 20.6% – 292 28.08% 1.3
Baugh & Associates
6162
Baugh & Associates
Georgia
$226M -$5.52M -2% 21.9% 98.8% 44 4.55% 6.2
Arch Global Advisors
6163
Arch Global Advisors
New York
$226M +$34.4M +18% 15.2% – 65 27.69% 0.2
Laurel Wealth Planning
6164
Laurel Wealth Planning
Minnesota
$226M +$36.4M +19% 12.2% 53.1% 67 11.94% 3.4
Charter Capital Management
6165
Charter Capital Management
Wisconsin
$226M +$26.2M +13% 13.6% – 81 20.99% 0.8
Junk Investment Group
6166
Junk Investment Group
Maryland
$226M +$35.3M +18% 18.2% – 97 9.28% 0.2
True Wind Capital Management
6167
True Wind Capital Management
California
$226M +$25.4M +13% 20.8% 59.6% 2 0% 4.5
Disciplined Equity Management
6168
Disciplined Equity Management
Florida
$226M +$26.8M +13% 12.1% 72.3% 46 6.52% 3.3
Sitrin Capital Management
6169
Sitrin Capital Management
California
$226M +$26.1M +13% 27.9% 139% 41 9.76% 4.7
Pacific Wealth Management
6170
Pacific Wealth Management
California
$226M +$39.6M +21% 24.5% 72.8% 22 22.73% 2
Sea Cliff Partners Management
6171
Sea Cliff Partners Management
California
$226M +$31.8M +16% 36.3% – 17 41.18% 0.8
HCC
6172
Hatch Cove Capital
Illinois
$225M -$36.7M -14% 11.1% – 31 61.29% 0.2
Chronos Wealth Management
6173
Chronos Wealth Management
Florida
$225M +$18.6M +9% 13.3% 92.3% 39 5.13% 4.5
Center For Asset Management
6174
Center For Asset Management
Florida
$225M +$24M +12% 12.8% 66.6% 158 13.29% 2.3
CWC Advisors
6175
CWC Advisors
Oregon
$225M +$15.1M +7% 12.9% – 157 8.28% 1.4