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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)
GAA
6301
Guardian Asset Advisors
Pennsylvania
$217M +$45.7M +27% 15% 106% 130 26.15% 1.7
Bellevue Asset Management
6302
Bellevue Asset Management
Washington
$217M +$16.9M +8% 13.8% 56.7% 591 39.76% 3.1
Chou Associates Management
6303
Chou Associates Management
Ontario, Canada
$217M +$6.33M +3% 7% 66.4% 31 3.23% 3.8
Friedenthal Financial
6304
Friedenthal Financial
New Jersey
$217M +$17.1M +9% 9.19% 105% 312 40.38% 2
Security National Bank of So Dak
6305
Security National Bank of So Dak
Iowa
$217M +$9.09M +4% 11.4% 67.7% 292 60.96% 2.4
Ballast Rock Private Wealth
6306
Ballast Rock Private Wealth
South Carolina
$217M +$35.7M +20% 14.2% – 195 10.77% 0.4
Tenzing Global Management
6307
Tenzing Global Management
California
$216M +$95.9M +80% 35.4% 273% 23 56.52% 0.6
Omni 360 Wealth
6308
Omni 360 Wealth
New Jersey
$216M +$22.6M +12% 11.1% 59.9% 137 10.22% 1.8
Enstar Group
6309
Enstar Group
Bermuda
$216M -$1.01M -0.5% 0.19% 29.5% 9 0% 4.3
Islay Capital Management
6310
Islay Capital Management
Texas
$216M +$19.3M +10% 6.66% 72% 262 34.35% 3.1
Barnes Wealth Management Group
6311
Barnes Wealth Management Group
California
$216M +$19.1M +10% 10.4% – 205 15.12% 1.1
SWP Financial
6312
SWP Financial
California
$216M +$20.1M +10% 11.9% 58.4% 80 13.75% 1.6
PCMK
6313
Paragon Capital Management (Kansas)
Kansas
$216M +$14.1M +7% 14.8% 87.5% 61 8.2% 6.6
GuidedMoney
6314
GuidedMoney
Wisconsin
$216M +$25.6M +13% 9.45% – 34 14.71% 0.4
PIM
6315
Pullen Investment Management
Florida
$216M +$16.8M +8% 10.9% – 108 18.52% 1.6
Brendel Financial Advisors
6316
Brendel Financial Advisors
New Hampshire
$216M +$13.9M +7% 13.3% 126% 116 31.03% 1.9
Chokshi & Queen Wealth Advisors
6317
Chokshi & Queen Wealth Advisors
California
$216M +$28.8M +15% 17.8% – 69 20.29% 0.9
Planning Directions
6318
Planning Directions
Pennsylvania
$216M +$18.3M +9% 11.1% 46.3% 113 8.85% 3.4
Kennicott Capital Management
6319
Kennicott Capital Management
California
$216M +$32.8M +18% 19.3% 98% 48 8.33% 3.6
Sharp Financial Services
6320
Sharp Financial Services
Pennsylvania
$216M +$13.4M +7% 10.4% – 135 17.04% 1.4
J. Hagan Capital
6321
J. Hagan Capital
Kentucky
$216M +$30.5M +16% 13.9% – 96 17.71% 0.8
AUA Capital Management
6322
AUA Capital Management
Pennsylvania
$216M +$20.1M +10% 11.6% 70.2% 85 7.06% 6.7
Petra Financial Advisors
6323
Petra Financial Advisors
Colorado
$216M +$54.1M +33% 18.6% 129% 184 45.11% 1.3
FOCUS Wealth Advisors
6324
FOCUS Wealth Advisors
Texas
$216M +$11.1M +5% 13.8% 68.7% 69 26.09% 3.2
CWMA
6325
Capstone Wealth Management (Alabama)
Alabama
$216M +$72.1M +50% 15.8% – 189 74.07% 0.4