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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)
Terra Nova Asset Management
6251
Terra Nova Asset Management
New York
$102M +$6.66M +7% 11.4% 172% 91 17.58% 2.5
ASA
6252
Armstrong Shaw Associates
Connecticut
$102M +$1.31M +1% 4.2% 51.2% 45 6.67% 5.7
TIM
6253
Timelo Investment Management
Ontario, Canada
$102M -$33.7M -25% 1.14% 104% 71 73.24% 0.4
River Street Advisors
6254
River Street Advisors
Illinois
$102M +$8.31M +9% 6.72% 93.5% 110 7.27% 0.2
Forbes Financial Planning
6255
Forbes Financial Planning
Rhode Island
$102M +$32.9M +48% 4.14% 52.3% 35 37.14% 0.9
YAVAPFMC
6256
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$102M -$4.04M -4% 9.67% 201% 67 28.36% 1.2
Del-Sette Capital Management
6257
Del-Sette Capital Management
New York
$102M +$4.23M +4% 9.01% 112% 36 52.78% 0.7
CIG
6258
Cascade Investment Group
Colorado
$101M +$5.36M +6% 5.02% 93.2% 126 9.52% 0.2
Kaizen Financial Strategies
6259
Kaizen Financial Strategies
California
$101M +$238K +0.2% 13.5% 126% 127 25.2% 1.6
Safir Wealth Advisors
6260
Safir Wealth Advisors
New Hampshire
$101M +$3.25M +3% 5.26% 52.1% 15 6.67% 1.9
West Tower Group
6261
West Tower Group
Virginia
$101M +$64.6M +176% 0.78% 120% 56 69.64% 0.1
OCM
6262
Ogborne Capital Management
California
$101M +$71.8M +244% 52.4% 251% 8 62.5% 0.6
CSI
6263
Cross Staff Investments
New York
$101M +$5.71M +6% 9.08% 80.3% 117 5.13% 1.1
RK Asset Management
6264
RK Asset Management
Michigan
$101M -$3.16M -3% 1.44% 47.6% 21 4.76% 3.8
Petra Financial Advisors
6265
Petra Financial Advisors
Colorado
$101M +$10.1M +11% 3.52% 129% 107 34.58% 0.2
Oppenheimer & Close
6266
Oppenheimer & Close
New York
$101M -$759K -0.7% 2.88% 149% 62 3.23% 4.3
Axim Planning & Wealth
6267
Axim Planning & Wealth
Ohio
$101M +$3.69M +4% 3.24% 32.3% 29 27.59% 0.6
Chartist Inc
6268
Chartist Inc
California
$101M – – 6.68% – 22 – 6.2
Silvia McColl Wealth Management
6269
Silvia McColl Wealth Management
California
$101M -$915K -0.9% 4.51% 82.7% 107 7.48% 0.2
Caldwell Investment Management
6270
Caldwell Investment Management
Ontario, Canada
$101M +$6.11M +6% 8.13% 162% 31 41.94% 0.8
Applied Capital LLC
6271
Applied Capital LLC
Florida
$101M -$153K -0.2% 4.88% 78.3% 80 6.25% 0.2
Erickson Financial Group
6272
Erickson Financial Group
Pennsylvania
$101M +$8.4M +9% 8.66% 69.3% 23 4.35% 1
Pring Turner Capital Group
6273
Pring Turner Capital Group
California
$101M +$8.99M +10% 2.3% 70.8% 61 6.56% 3.6
Copperleaf Capital
6274
Copperleaf Capital
North Carolina
$101M +$13.7M +16% 7.43% 102% 81 28.4% 1.5
Stegent Equity Advisors
6275
Stegent Equity Advisors
Texas
$101M +$17M +20% 1.41% 96.4% 66 4.55% 0.8