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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)
Delta Capital Management
6301
Delta Capital Management
New Jersey
$217M +$35.5M +20% 37.8% 129% 112 10.71% 5.8
Envision Financial
6302
Envision Financial
Wisconsin
$217M +$31.3M +17% 10.3% – 49 8.16% 1.3
OmniStar Financial Group
6303
OmniStar Financial Group
North Carolina
$217M +$24.2M +13% 6.39% 75.6% 125 19.2% 1.3
Essential Partners
6304
Essential Partners
California
$217M -$80.1M -27% 18.4% – 2,990 9.33% 0.8
JKA
6305
Jones Kertz & Associates
Minnesota
$217M +$28.6M +15% 33.2% – 68 5.88% 0.5
GAA
6306
Guardian Asset Advisors
Pennsylvania
$217M +$45.7M +27% 15% 106% 130 26.15% 1.7
Bellevue Asset Management
6307
Bellevue Asset Management
Washington
$217M +$16.9M +8% 13.8% 56.7% 591 39.76% 3.1
Chou Associates Management
6308
Chou Associates Management
Ontario, Canada
$217M +$6.33M +3% 7% 66.4% 31 3.23% 3.8
Friedenthal Financial
6309
Friedenthal Financial
New Jersey
$217M +$17.1M +9% 9.19% 105% 312 40.38% 2
Security National Bank of So Dak
6310
Security National Bank of So Dak
Iowa
$217M +$9.09M +4% 11.4% 67.7% 292 60.96% 2.4
Ballast Rock Private Wealth
6311
Ballast Rock Private Wealth
South Carolina
$217M +$35.7M +20% 14.2% – 195 10.77% 0.4
Tenzing Global Management
6312
Tenzing Global Management
California
$216M +$95.9M +80% 35.4% 273% 23 56.52% 0.6
Omni 360 Wealth
6313
Omni 360 Wealth
New Jersey
$216M +$22.6M +12% 11.1% 59.9% 137 10.22% 1.8
Enstar Group
6314
Enstar Group
Bermuda
$216M -$1.01M -0.5% 0.19% 29.5% 9 0% 4.3
Islay Capital Management
6315
Islay Capital Management
Texas
$216M +$19.3M +10% 6.66% 72% 262 34.35% 3.1
Barnes Wealth Management Group
6316
Barnes Wealth Management Group
California
$216M +$19.1M +10% 10.4% – 205 15.12% 1.1
SWP Financial
6317
SWP Financial
California
$216M +$20.1M +10% 11.9% 58.4% 80 13.75% 1.6
PCMK
6318
Paragon Capital Management (Kansas)
Kansas
$216M +$14.1M +7% 14.8% 87.5% 61 8.2% 6.6
GuidedMoney
6319
GuidedMoney
Wisconsin
$216M +$25.6M +13% 9.45% – 34 14.71% 0.4
PIM
6320
Pullen Investment Management
Florida
$216M +$16.8M +8% 10.9% – 108 18.52% 1.6
Brendel Financial Advisors
6321
Brendel Financial Advisors
New Hampshire
$216M +$13.9M +7% 13.3% 126% 116 31.03% 1.9
Chokshi & Queen Wealth Advisors
6322
Chokshi & Queen Wealth Advisors
California
$216M +$28.8M +15% 17.8% – 69 20.29% 0.9
Planning Directions
6323
Planning Directions
Pennsylvania
$216M +$18.3M +9% 11.1% 46.3% 113 8.85% 3.4
Kennicott Capital Management
6324
Kennicott Capital Management
California
$216M +$32.8M +18% 19.3% 98% 48 8.33% 3.6
Sharp Financial Services
6325
Sharp Financial Services
Pennsylvania
$216M +$13.4M +7% 10.4% – 135 17.04% 1.4