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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)
Kore Advisors
6151
Kore Advisors
Florida
$190M +$98.9M +109% 798% – 23 47.83% 0.6
Piedmont Capital Management (Montana)
6152
Piedmont Capital Management (Montana)
Montana
$190M +$16.6M +10% 9.03% 94% 57 10.53% 2.5
AllSquare Wealth Management
6153
AllSquare Wealth Management
New York
$189M +$11.3M +6% 6.98% 62.4% 554 5.42% 6.1
Brown Shipley & Co
6154
Brown Shipley & Co
United Kingdom
$189M +$7.78M +4% 10.7% 125% 74 2.7% 2
Cannae Holdings
6155
Cannae Holdings
Nevada
$189M -$631M -77% 27.1% 88.6% 5 20% 3.3
Sheridan Capital Management
6156
Sheridan Capital Management
California
$189M +$44.3M +31% 5.36% – 37 29.73% 1
Olistico Wealth
6157
Olistico Wealth
Oklahoma
$189M +$9.09M +5% 9.94% 108% 366 73.77% 2.4
Alamar Capital Management
6158
Alamar Capital Management
California
$189M +$4.6M +2% 3.06% – 79 13.92% 2.5
Wafra Inc
6159
Wafra Inc
New York
$189M +$22M +13% 13.2% 45.9% 2 0% 3.5
Laurel Wealth Planning
6160
Laurel Wealth Planning
Minnesota
$189M +$13.2M +7% 5.89% 59.5% 59 8.47% 3.2
First National Bank of Hutchinson
6161
First National Bank of Hutchinson
Kansas
$189M +$28.3M +18% 9.43% 121% 106 30.19% 4.2
Marshall Investment Management
6162
Marshall Investment Management
Colorado
$189M +$168M +798% 9.48% – 78 69.23% 0.2
Chokshi & Queen Wealth Advisors
6163
Chokshi & Queen Wealth Advisors
California
$189M +$14.3M +8% 9.43% – 64 20.31% 0.6
Lantern Wealth Advisors
6164
Lantern Wealth Advisors
New York
$189M +$20.9M +12% 7.73% – 174 24.14% 1.1
Founders Capital Management (Texas)
6165
Founders Capital Management (Texas)
Texas
$189M +$21.9M +13% 13.5% 131% 408 9.07% 4.4
Matrix Private Capital Group
6166
Matrix Private Capital Group
New York
$189M +$18.6M +11% 6.13% 62.5% 133 3.76% 4.3
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6167
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$189M -$2.98M -2% 7.29% 105% 146 3.42% 2.4
Robinson Capital Management
6168
Robinson Capital Management
Michigan
$189M -$49.9M -21% 4.52% 7.8% 131 38.93% 1.2
KA
6169
Kearns & Associates
California
$188M +$13.9M +8% 7.99% 78.7% 45 8.89% 2.6
GCM
6170
Granby Capital Management
Florida
$188M +$9.23M +5% 5.83% 50% 18 5.56% 2.6
H&H Retirement Design & Management
6171
H&H Retirement Design & Management
Nevada
$188M +$6.12M +3% 5.82% 38.4% 85 8.24% 2.2
Vaughan & Co Securities
6172
Vaughan & Co Securities
New Jersey
$188M +$13.9M +8% 8.09% 70.7% 58 3.45% 4
Mission Hills Financial Advisory
6173
Mission Hills Financial Advisory
California
$188M +$27.1M +17% 7.61% – 49 16.33% 0.6
Clark Financial Services Group
6174
Clark Financial Services Group
Missouri
$188M +$25.5M +16% 9.13% 116% 105 8.57% 2.1
Tudor Financial
6175
Tudor Financial
Ohio
$188M +$11.7M +7% 6.34% – 140 5% 0.9