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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)
Planning Capital Management Corporation
6226
Planning Capital Management Corporation
Pennsylvania
$142M +$4.72M +3% 2.36% – 766 20.5% 0.4
Tacita Capital
6227
Tacita Capital
Ontario, Canada
$142M -$2.58M -2% 0.18% 72.3% 222 9.46% 2.5
Semanteon Capital Management
6228
Semanteon Capital Management
Massachusetts
$141M -$15M -10% 0.78% – 337 79.23% 0.1
GCM
6229
Garland Capital Management
Washington
$141M -$9.47M -6% 3.26% 55.7% 34 8.82% 6.1
JCA
6230
Jade Capital Advisors
New Jersey
$141M +$4.23M +3% 2.48% 28.9% 110 52.73% 0.4
Taylor & Morgan Wealth Management
6231
Taylor & Morgan Wealth Management
Michigan
$141M +$5.2M +4% 3.96% 85.9% 68 8.82% 2
Cosner Financial Group
6232
Cosner Financial Group
Colorado
$141M +$1.8M +1% 1.24% 49.7% 34 5.88% 0.8
Abel Hall LLC
6233
Abel Hall LLC
Louisiana
$141M +$7.74M +6% 2.3% 133% 172 27.33% 0.4
JPC
6234
Jabodon PT Co
Nevada
$141M +$824K +0.6% 1.23% 61.9% 4 25% 1.2
PP
6235
Pingora Partners
Wyoming
$141M +$4.19M +3% 20.5% – 260 12.31% 0.4
Summerhill Capital Management
6236
Summerhill Capital Management
Ontario, Canada
$141M -$16M -10% 5.07% – 23 13.04% 0.3
W.H. Cornerstone Investments
6237
W.H. Cornerstone Investments
Massachusetts
$141M +$2.38M +2% 2.96% 51.4% 135 12.59% 1.3
Councilmark Asset Management
6238
Councilmark Asset Management
Tennessee
$141M +$2.27M +2% 4.05% – 85 5.88% 0.3
Pacific Financial Group
6239
Pacific Financial Group
Washington
$141M -$3.84M -3% 1.66% 61.1% 60 8.33% 6.3
QGA
6240
Q Global Advisors
Texas
$141M -$123M -47% 4.46% 79% 114 20.18% 1.9
Halter Ferguson Financial
6241
Halter Ferguson Financial
Indiana
$141M +$11.8M +9% 6.89% 131% 33 24.24% 0.4
Evergreen Wealth Solutions
6242
Evergreen Wealth Solutions
Pennsylvania
$141M +$5.88M +4% 2.89% 70.9% 134 25.37% 1.6
Legend Financial Advisors
6243
Legend Financial Advisors
Pennsylvania
$141M +$2.94M +2% 1.32% 117% 295 37.97% 1.1
Kopion Asset Management
6244
Kopion Asset Management
Texas
$141M +$151K +0.1% 0.3% 80.5% 19 10.53% 3.6
Clarity Asset Management
6245
Clarity Asset Management
Iowa
$141M -$3.95M -3% 1.22% 51.8% 207 10.63% 0.5
Harbert Fund Advisors
6246
Harbert Fund Advisors
Alabama
$141M -$4.58M -3% 4.63% 70.8% 121 50.41% 0.8
InTrack Investment Management
6247
InTrack Investment Management
Vermont
$141M +$5.81M +4% 4.36% 99.2% 144 17.36% 1.8
17 Capital Partners
6248
17 Capital Partners
Arizona
$141M +$5.36M +4% 1.89% – 138 17.39% 1.6
Vernal Point Advisors
6249
Vernal Point Advisors
California
$140M +$23.5M +20% 0.86% – 30 13.33% 0.4
Aufman Associates
6250
Aufman Associates
Pennsylvania
$140M -$1.56M -1% 0.96% 136% 49 12.24% 3.1