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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)
Investments & Financial Planning LLC
6326
Investments & Financial Planning LLC
Kentucky
$154M -$8.26M -5% 5.83% 63.6% 35 8.57% 2.8
First Bancorp
6327
First Bancorp
Maine
$154M +$7.76M +5% 1.95% 80.3% 123 4.88% 3.1
Main Line Retirement Advisors
6328
Main Line Retirement Advisors
Montana
$154M +$2.14M +1% 0.29% 47.6% 44 13.64% 1.3
Nightview Capital
6329
Nightview Capital
Texas
$154M -$84.8M -36% 12.9% 170% 12 50% 1.6
Quarry Hill Advisors
6330
Quarry Hill Advisors
Minnesota
$154M +$5.32M +4% 0.92% 65% 46 4.35% 2.1
Balance Wealth
6331
Balance Wealth
Ohio
$154M – – 1.94% – 110 – 0
Stephenson & Company
6332
Stephenson & Company
California
$154M +$5.28M +4% 2.96% 47% 40 12.5% 1.1
Keener Financial Planning
6333
Keener Financial Planning
Texas
$154M -$15.5M -9% 1.51% 70.5% 205 21.46% 1
Fedenia Advisers
6334
Fedenia Advisers
Wisconsin
$154M -$16.7M -10% 0.35% – 467 77.09% 0.2
AC
6335
ASB Consultores
Florida
$154M -$86.3M -36% 3.29% 91% 233 56.65% 1.6
Harbourvest Partners
6336
Harbourvest Partners
Massachusetts
$154M -$48.9M -24% 11.1% 8.96% 23 34.78% 3.1
KCM
6337
Knoll Capital Management
Florida
$154M -$1.62M -1% 7.89% 258% 39 17.95% 2.3
Efficient Frontier Advisors
6338
Efficient Frontier Advisors
Connecticut
$154M +$2.49M +2% 1.24% – 21 19.05% 0.9
AUA Capital Management
6339
AUA Capital Management
Pennsylvania
$154M -$2.15M -1% 1.93% 70.2% 78 2.56% 6.6
General Partner Inc
6340
General Partner Inc
Pennsylvania
$154M -$12.5M -8% 0.75% 83.1% 175 1.14% 1.7
Fortis Advisors
6341
Fortis Advisors
Pennsylvania
$153M +$1.04M +0.7% 1.73% 72.8% 115 9.57% 3.2
Northern Capital Management (Washington)
6342
Northern Capital Management (Washington)
Washington
$153M -$9.7M -6% 4.99% 90.9% 44 11.36% 2.7
CMG Global Holdings
6343
CMG Global Holdings
Texas
$153M -$27.9M -15% 0.58% 80.8% 92 7.61% 3.1
GAA
6344
Guardian Asset Advisors
Pennsylvania
$153M -$2.65M -2% 4.33% 106% 105 9.52% 1.1
Kennicott Capital Management
6345
Kennicott Capital Management
California
$153M -$41.3M -21% 5.5% 98% 43 6.98% 2.9
Meriwether Wealth & Planning
6346
Meriwether Wealth & Planning
Louisiana
$153M +$12.8M +9% 0.2% – 129 13.95% 0.2
Rainwater Charitable Foundation
6347
Rainwater Charitable Foundation
Texas
$153M +$3.62M +2% 1.58% 44% 4 0% 3.1
Kilter Group
6348
Kilter Group
New York
$153M -$614K -0.4% 1.37% – 50 22% 0.2
McDonough Capital Management
6349
McDonough Capital Management
Florida
$153M -$8.56M -5% 5.7% 98.1% 48 2.08% 2.6
Northstar Advisory Group
6350
Northstar Advisory Group
New Jersey
$153M -$43.6M -22% 0.16% 141% 122 37.7% 1.8