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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)
KC
6151
Kenfarb & Co
Kentucky
$109M -$5.41M -5% 2.66% – 216 2.31% 1.5
Mosaic Advisors
6152
Mosaic Advisors
Texas
$109M -$25.1M -19% 4.26% 50.9% 20 40% 2.1
Petiole USA
6153
Petiole USA
New York
$109M +$7.06M +7% 1.49% 105% 41 14.63% 1.3
Northern Financial Advisors
6154
Northern Financial Advisors
Michigan
$109M -$4.31M -4% 2.12% 109% 117 5.98% 0.7
Quarry Hill Advisors
6155
Quarry Hill Advisors
Minnesota
$109M -$1.68M -2% 2.2% 62.5% 40 2.5% 0.7
LFGH
6156
Lee Financial Group Hawaii
Hawaii
$109M -$479K -0.4% 3.11% 12.9% 31 6.45% 1.7
Barnes Pettey Financial Advisors
6157
Barnes Pettey Financial Advisors
Mississippi
$109M -$6.72M -6% 3.59% 79.7% 101 5.94% 1.4
Trevian Wealth Management
6158
Trevian Wealth Management
Massachusetts
$109M +$96.4M +769% 3.04% 94.1% 31 61.29% 0.6
Massachusetts Wealth Management
6159
Massachusetts Wealth Management
Massachusetts
$109M +$4.37M +4% 1.05% 110% 88 10.23% 0.7
BCM
6160
BML Capital Management
Indiana
$109M -$2.27M -2% 2.01% 349% 33 27.27% 0.5
Omega Fund Management
6161
Omega Fund Management
Massachusetts
$109M -$69.6M -39% 27.9% 106% 12 0% 2.9
BluePath Capital Management
6162
BluePath Capital Management
Georgia
$109M – – 1.04% 106% 335 – 0
Washington Capital Management
6163
Washington Capital Management
Washington
$109M -$8.78M -7% 1.7% 81.8% 114 19.3% 2.9
Costello Asset Management
6164
Costello Asset Management
Pennsylvania
$109M -$7.98M -7% 5.04% 65.9% 207 10.14% 2.8
Panoramic Investment Advisors
6165
Panoramic Investment Advisors
Colorado
$109M – – 2.74% – 99 – 0.6
Maripau Wealth Management
6166
Maripau Wealth Management
Indiana
$109M -$3.66M -3% 3.65% 55.6% 116 26.72% 1
YRHAM
6167
Yong Rong (HK) Asset Management
Hong Kong
$109M -$119M -52% 12.9% 2,310% 28 75% 0.4
Strategic Financial Planning
6168
Strategic Financial Planning
Texas
$109M -$4.38M -4% 4.37% 47.5% 32 6.25% 3.4
AIM
6169
Aquila Investment Management
New York
$109M -$13.7M -11% 3.22% 53.3% 91 16.48% 1.2
JDM Financial Group
6170
JDM Financial Group
Texas
$108M -$6.63M -6% 4.2% 56.7% 213 3.76% 0.7
Howard Wealth Management
6171
Howard Wealth Management
Connecticut
$108M -$6.85M -6% 3.76% 60.3% 102 6.86% 2.1
Dominguez Wealth Management Solutions
6172
Dominguez Wealth Management Solutions
Virginia
$108M -$6.09M -5% 5.1% 59.7% 59 5.08% 0.7
Dean Jacobson Financial Services
6173
Dean Jacobson Financial Services
Texas
$108M -$2.22M -2% 3.42% 55.7% 14 14.29% 0.7
Campion Asset Management
6174
Campion Asset Management
Virginia
$108M -$3.89M -3% 3.84% 70.2% 98 6.12% 2.1
Castleview Partners
6175
Castleview Partners
Texas
$108M -$2.78M -3% 2.77% 61.3% 782 26.34% 1.7