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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)
Navis Wealth Advisors
6251
Navis Wealth Advisors
New York
$109M +$17.9M +20% 36.7% 107% 90 7.78% 1.7
RiverPark Advisors
6252
RiverPark Advisors
New York
$109M -$40.4M -27% 12.4% 87.5% 61 22.95% 4
New Millennium Group
6253
New Millennium Group
Utah
$109M +$9.6M +10% 13.3% 176% 455 13.19% 1
CSI
6254
Cross Staff Investments
New York
$109M +$7.91M +8% 9.18% 80.3% 119 8.4% 1.3
Invesco Senior Secured Management
6255
Invesco Senior Secured Management
New York
$109M +$40.1M +58% 0.95% 18.1% 11 27.27% 2.6
SWP
6256
Semus Wealth Partners
Florida
$109M +$15.9M +17% 10.7% 107% 122 13.93% 0.4
McDonough Capital Management
6257
McDonough Capital Management
Florida
$109M +$11.9M +12% 13.3% 98.1% 42 2.38% 1.3
Armstrong Fleming & Moore
6258
Armstrong Fleming & Moore
District of Columbia
$109M – – 7.64% 124% 87 – 0
Cravens & Co Advisors
6259
Cravens & Co Advisors
Tennessee
$109M +$1.53M +1% 1.84% 70.4% 74 9.46% 0.5
TI-Trust
6260
TI-Trust
Illinois
$109M +$2.23M +2% 3.54% 88.8% 111 3.6% 2.9
First National Advisers
6261
First National Advisers
Nebraska
$109M +$20.4M +23% 10.7% 87.9% 118 9.32% 0.8
Absolute Capital Management
6262
Absolute Capital Management
Pennsylvania
$108M -$4.52M -4% 4.71% 98.2% 89 31.46% 0.7
Concorde Asset Management
6263
Concorde Asset Management
Michigan
$108M +$24.1M +29% 6.78% – 133 44.36% 1.7
Sippican Capital Advisors
6264
Sippican Capital Advisors
Massachusetts
$108M +$3.84M +4% 4.4% 81.1% 106 9.43% 5.1
Benchmark Investment Advisors
6265
Benchmark Investment Advisors
Illinois
$108M +$11.1M +11% 14.7% – 95 12.63% 1.2
Valley Brook Capital Group
6266
Valley Brook Capital Group
Pennsylvania
$108M -$117K -0.1% 6.17% 106% 112 8.93% 2.2
Core Wealth Partners
6267
Core Wealth Partners
California
$108M +$8.67M +9% 6.3% 63.8% 112 13.39% 0.4
Michael S. Ryan Inc
6268
Michael S. Ryan Inc
New York
$108M – – 4.36% 63.3% 53 – 0
Safir Wealth Advisors
6269
Safir Wealth Advisors
New Hampshire
$108M +$6.78M +7% 4.87% 52.1% 17 23.53% 1.9
MIM
6270
Meixler Investment Management
Arizona
$108M +$4.97M +5% 1.46% 66.2% 105 20.95% 1
Capital Square
6271
Capital Square
Tennessee
$108M +$921 +0% 3.46% 62.5% 158 22.78% 2.3
RK Asset Management
6272
RK Asset Management
Michigan
$108M +$7M +7% 14.5% 47.6% 21 4.76% 3.8
CMS
6273
Capital Market Strategies
Florida
$108M +$51.7M +92% 10.6% 120% 143 69.23% 0.4
Counterpoint Mutual Funds
6274
Counterpoint Mutual Funds
California
$108M -$6.1M -5% 4.62% 74.3% 516 80.62% 0.2
Clio Asset Management
6275
Clio Asset Management
Virginia
$108M – – 9.31% 60.6% 11 – 0