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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)
Cosner Financial Group
6301
Cosner Financial Group
Colorado
$196M +$10M +5% 0.84% 56.1% 38 5.26% 1.9
Piedmont Capital Management (Montana)
6302
Piedmont Capital Management (Montana)
Montana
$196M +$6.45M +3% 3.81% 94% 53 1.89% 2.8
Torren Management
6303
Torren Management
California
$196M – – 3% – 1,474 – 0
Apricus Wealth
6304
Apricus Wealth
South Carolina
$196M +$10.4M +6% 5.11% 80.6% 133 13.53% 2.4
Braeburn Wealth Management
6305
Braeburn Wealth Management
Michigan
$196M – – 4.47% – 84 – 0
KM Capital Management
6306
KM Capital Management
Texas
$196M -$20.6M -10% 2.58% 60.8% 55 20% 1.8
STAR Financial Bank
6307
STAR Financial Bank
Indiana
$196M +$26.6M +16% 1.47% 53.4% 125 20% 1.9
TenCore Partners
6308
TenCore Partners
New York
$196M -$30M -13% 2.26% 78.4% 14 14.29% 3.4
Forest Hill Capital
6309
Forest Hill Capital
Arkansas
$196M +$25.7M +15% 15.1% 132% 39 15.38% 4
GRWP
6310
Green Ridge Wealth Planning
New Jersey
$196M – – 3.45% – 87 – 0
Level Wealth Management
6311
Level Wealth Management
North Carolina
$196M +$5.56M +3% 1.31% – 64 10.94% 0.8
Tudor Financial
6312
Tudor Financial
Ohio
$195M +$7.17M +4% 2.62% – 147 8.84% 1.1
Omni 360 Wealth
6313
Omni 360 Wealth
New Jersey
$195M +$16.9M +9% 1.97% 59.9% 131 10.69% 1.5
HealthCor Partners Management
6314
HealthCor Partners Management
South Carolina
$195M -$30.2M -13% 0% – 1 0% 0.3
AIM
6315
Athena Investment Management
California
$195M +$3.22M +2% 2.46% 80.6% 160 6.25% 3.1
BostonPremier Wealth
6316
BostonPremier Wealth
Massachusetts
$195M -$6.19M -3% 2.63% – 74 8.11% 0.8
Aufman Associates
6317
Aufman Associates
Pennsylvania
$195M +$17.5M +10% 3.93% 141% 69 7.25% 3.3
Ring Mountain Capital
6318
Ring Mountain Capital
California
$195M +$14.5M +8% 6.16% – 107 15.89% 0.9
Symphony Financial Services
6319
Symphony Financial Services
Ohio
$195M +$9.26M +5% 1.23% – 108 12.96% 1.1
Lancaster Investment Management
6320
Lancaster Investment Management
United Kingdom
$195M -$38.3M -16% 4.33% 0.78% 9 22.22% 1.5
Note Advisors
6321
Note Advisors
New York
$195M +$26.8M +16% 1.73% – 88 12.5% 0.9
IMC
6322
Inherent Management Corp
New York
$195M +$20.5M +12% 5.2% – 9 22.22% 0.8
Peninsula Asset Management
6323
Peninsula Asset Management
Florida
$195M +$82.7K +0% 2.59% 44.1% 46 8.7% 8.5
Cape Ann Savings Bank
6324
Cape Ann Savings Bank
Massachusetts
$195M +$7.54M +4% 4.19% 72.7% 115 11.3% 4.9
JKA
6325
Jones Kertz & Associates
Minnesota
$195M – – 6.08% – 63 – 0