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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)
Arlington Capital Management
6176
Arlington Capital Management
Illinois
$106M +$16.8M +19% 5.96% 146% 113 54.87% 0.2
Stevard LLC
6177
Stevard LLC
Illinois
$106M -$10.8M -9% 3.1% – 51 13.73% 2.5
Quarry Hill Advisors
6178
Quarry Hill Advisors
Minnesota
$106M +$7.49M +8% 4.2% 65% 41 9.76% 0.2
WESPAC Advisors
6179
WESPAC Advisors
California
$106M +$48.5M +84% 3.63% 126% 137 75.18% 0.4
Northern Financial Advisors
6180
Northern Financial Advisors
Michigan
$106M +$17.8M +20% 5.98% 120% 117 21.37% 0.2
MCM
6181
McMillion Capital Management
North Carolina
$106M -$4.45M -4% 7.64% 59.3% 75 1.33% 6.2
Perkins Capital Management
6182
Perkins Capital Management
Minnesota
$106M +$11.3M +12% 16.3% 389% 105 12.38% 4.3
EMFO LLC
6183
EMFO LLC
Florida
$106M +$6.16M +6% 4.33% 25.8% 325 11.38% 1.5
Columbia Advisory Partners
6184
Columbia Advisory Partners
Washington
$106M +$1.02M +1% 3.3% 69.7% 75 40% 0.6
Sterling Group Wealth Management
6185
Sterling Group Wealth Management
California
$106M +$4.4M +4% 6.59% 75.9% 53 15.09% 0.2
Campion Asset Management
6186
Campion Asset Management
Virginia
$106M +$4.12M +4% 3.18% 70.2% 93 6.45% 1.7
Greenhouse Wealth Management
6187
Greenhouse Wealth Management
Connecticut
$106M +$6.56M +7% 6.48% 87.2% 55 9.09% 1.9
Oaktree Fund Advisors
6188
Oaktree Fund Advisors
California
$106M +$39M +58% 8.59% 132% 46 8.7% 0.7
Alta Fox Capital Management
6189
Alta Fox Capital Management
Texas
$106M -$29.1M -22% 21% 261% 17 52.94% 0.5
United Community Bank
6190
United Community Bank
South Carolina
$106M +$2.45M +2% 4.37% 72.7% 257 13.23% 1.2
Yorktown Energy Partners VIII
6191
Yorktown Energy Partners VIII
New York
$106M -$33.9M -24% 24.1% 15.2% 2 0% 4.4
GeoSphere Capital Management
6192
GeoSphere Capital Management
Florida
$106M -$302K -0.3% 13.7% 446% 44 75% 0.6
Capital CS Group
6193
Capital CS Group
California
$106M +$15.1M +17% 18.8% 27.8% 80 60% 0.7
Briaud Financial Planning
6194
Briaud Financial Planning
Texas
$106M -$17.9M -14% 6.2% 113% 25 24% 1.9
Kennon-Green & Company
6195
Kennon-Green & Company
Ohio
$106M +$5.31M +5% 7.28% 58.4% 46 6.52% 0.2
Smallwood Wealth Investment Management
6196
Smallwood Wealth Investment Management
New Jersey
$106M -$12.6M -11% 5.58% 78% 76 21.05% 1
Penn Mutual Asset Management
6197
Penn Mutual Asset Management
Pennsylvania
$105M +$15.8M +18% 2.61% 32% 70 22.86% 0.9
Stagwell Group
6198
Stagwell Group
Florida
$105M -$59.2M -36% 19.5% 8.47% 1 0% 1.3
WealthTrust Asset Management
6199
WealthTrust Asset Management
Florida
$105M +$1.73M +2% 6.66% 102% 83 31.33% 1
Marmo Financial Group
6200
Marmo Financial Group
Tennessee
$105M +$1.59M +2% 5.29% 47.5% 23 43.48% 0.2