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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)
Daventry Group
6276
Daventry Group
New York
$74M +$648K +0.9% 4.68% 26.2% 7 0% 0.6
SFG Wealth Management
6277
SFG Wealth Management
Maryland
$73.9M -$11.9M -14% 3.6% 82.1% 93 29.03% 0.6
KA
6278
Kearns & Associates
California
$73.9M -$1.44M -2% 5.92% 78.7% 13 0% 0.8
AM
6279
Account Management
Massachusetts
$73.7M -$8.4M -10% 4.26% 87.4% 26 15.38% 4.3
Andrew Hill Investment Advisors
6280
Andrew Hill Investment Advisors
Florida
$73.7M +$4.05M +6% 0.87% 269% 57 49.12% 0.5
Thompson Davis & Co
6281
Thompson Davis & Co
Virginia
$73.6M +$12.5M +20% 37.4% 188% 111 31.53% 3.1
Morling Financial Advisors
6282
Morling Financial Advisors
California
$73.4M -$3.2M -4% 1.8% 91.2% 77 14.29% 0.6
Crew Capital Management
6283
Crew Capital Management
Ohio
$73.4M -$6.11M -8% 5.85% 104% 98 15.31% 1.3
Audent Global Asset Management
6284
Audent Global Asset Management
California
$73.4M -$71.4M -49% 4.92% 112% 50 14% 0.7
First Community Trust
6285
First Community Trust
Iowa
$73.3M -$11.4M -13% 5.86% 128% 380 23.95% 0.7
PM
6286
Ponoi Management
California
$73.2M +$9.9M +16% 17.6% – 4 0% 1.8
Barnes Pettey Financial Advisors
6287
Barnes Pettey Financial Advisors
Mississippi
$73.2M -$4.23M -5% 5.19% 79.7% 95 18.95% 0.6
Fidato Wealth
6288
Fidato Wealth
Ohio
$73.2M -$3.42M -4% 5.54% 61.1% 5 0% 0.7
17 Capital Partners
6289
17 Capital Partners
Arizona
$73M -$6.18M -8% 4.16% – 89 3.37% 1.1
J.H. Whitney Equity Partners VII
6290
J.H. Whitney Equity Partners VII
Connecticut
$73M -$37M -34% 33.6% 407% 1 0% 0.8
KCM
6291
KRS Capital Management
Michigan
$72.5M +$2.3M +3% 5.88% 272% 101 9.9% 0.7
Pitti Group Wealth Management
6292
Pitti Group Wealth Management
New York
$72.5M -$802K -1% 4.76% 65.3% 64 9.38% 0.7
ACT Capital Management
6293
ACT Capital Management
Pennsylvania
$72.5M +$956K +1% 6.71% – 88 30.68% 0.9
ETIA
6294
Epic Trust Investment Advisors
Washington
$72.2M +$19.3M +37% 3.75% – 110 46.36% 0.3
1888 Investments
6295
1888 Investments
Colorado
$72.1M -$2.31M -3% 1.05% 38.6% 7 57.14% 0.6
MU Investments Company
6296
MU Investments Company
Japan
$72M -$1.93M -3% 2.69% 40.4% 24 0% 5.2
HFG Advisors
6297
HFG Advisors
Ohio
$72M -$2.07M -3% 4.39% 69.7% 88 14.77% 0.6
Intrinsic Value Partners
6298
Intrinsic Value Partners
Arizona
$72M -$6.42M -8% 7.2% 126% 54 3.7% 0.7
Barrier Capital Management
6299
Barrier Capital Management
California
$71.8M -$5.48M -7% 3.35% 216% 20 45% 0.4
Forefront Wealth Management
6300
Forefront Wealth Management
Pennsylvania
$71.8M -$2.44M -3% 1.22% – 53 30.19% 0.6