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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)
OEP Capital Advisors
6151
OEP Capital Advisors
New York
$155M +$16M +12% 12.3% 23.2% 2 50% 3.8
Family Capital Management
6152
Family Capital Management
Michigan
$155M +$8.48M +6% 4.67% 70.5% 69 4.35% 1.4
FAG
6153
Financial Architects (Georgia)
Georgia
$155M +$8.08M +5% 5.15% 35.9% 21 0% 0.7
Cosner Financial Group
6154
Cosner Financial Group
Colorado
$155M +$13.7M +10% 6.3% 49.7% 36 11.11% 0.9
Mendon Capital Advisors
6155
Mendon Capital Advisors
Florida
$155M -$25.3M -14% 15.3% – 55 38.18% 2.9
VFG
6156
V2 Financial group
Illinois
$155M +$5.69M +4% 6.82% 63.3% 81 6.17% 2.3
Financial Designs
6157
Financial Designs
California
$155M +$9.46M +7% 4.85% 49% 20 5% 0.6
Higgins & Schmidt Wealth Strategies
6158
Higgins & Schmidt Wealth Strategies
Colorado
$155M +$16.2M +12% 6.32% 65.6% 53 15.09% 0.6
TL
6159
TowerView LLC
New York
$155M +$2.28M +1% 0.67% 17.9% 30 30% 3.2
GA
6160
Gagnon Advisors
New York
$155M +$23.5M +18% 15.8% 129% 29 13.79% 5.1
HRC Wealth Management
6161
HRC Wealth Management
Idaho
$155M +$8.76M +6% 5.65% 82.2% 44 4.55% 0.6
Ables Iannone Moore & Associates
6162
Ables Iannone Moore & Associates
Georgia
$155M +$3.57M +2% 4.67% 116% 58 6.9% 0.7
New Millennium Group
6163
New Millennium Group
Utah
$155M +$1.62M +1% 6.53% 176% 427 7.26% 0.5
Hudson Canyon Capital Management
6164
Hudson Canyon Capital Management
New York
$155M +$6.9M +5% 4.85% 160% 58 13.79% 2.9
First National Bank of Hutchinson
6165
First National Bank of Hutchinson
Kansas
$155M -$1.95M -1% 5.46% 121% 100 15% 4.1
Efficient Frontier Advisors
6166
Efficient Frontier Advisors
Connecticut
$155M +$12.7M +9% 5.08% – 18 11.11% 0.6
CRCM LP
6167
CRCM LP
California
$154M +$16.2M +12% 3.88% – 7 57.14% 0.3
BCM
6168
BluePointe Capital Management
California
$154M +$5.27M +4% 5.14% – 89 4.49% 0.7
Blue Door Asset Management
6169
Blue Door Asset Management
Connecticut
$154M -$18.7M -11% 6.81% 127% 24 58.33% 1.1
Lynx Capital Group
6170
Lynx Capital Group
Ohio
$154M +$9.7M +7% 8.16% – 83 13.25% 0.7
Valued Wealth Advisors
6171
Valued Wealth Advisors
Utah
$154M +$8.6M +6% 6.3% – 661 10.44% 0.6
Fortis Advisors
6172
Fortis Advisors
Pennsylvania
$154M +$12.3M +9% 4.74% 72.8% 111 14.41% 3
Washington University
6173
Washington University
Missouri
$154M -$65.5M -30% 2.67% 44% 4 25% 1.6
Robinson Value Management
6174
Robinson Value Management
Texas
$154M +$10.5M +7% 7.87% 79.3% 76 10.53% 3.2
Gimbal Financial
6175
Gimbal Financial
Indiana
$154M +$18.1M +13% 6.96% – 54 29.63% 0.5