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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)
William Allan Corp
6326
William Allan Corp
Colorado
$178M +$6.7M +4% 5.47% 94.2% 51 5.88% 2.8
Broadway Wealth Solutions
6327
Broadway Wealth Solutions
Texas
$178M +$17.7M +11% 5.33% – 102 12.75% 0.6
Worth Financial Advisory Group
6328
Worth Financial Advisory Group
North Carolina
$178M +$15.4M +9% 8.65% 93.3% 159 12.58% 1.8
FFC
6329
Frederick Financial Consultants
Maryland
$178M +$17.3M +11% 8.89% – 112 11.61% 0.6
Sowa Financial Group
6330
Sowa Financial Group
Rhode Island
$178M +$18.1M +11% 11.4% 100% 27 3.7% 3.5
Clarity Asset Management
6331
Clarity Asset Management
Iowa
$178M +$10.7M +6% 5.72% 51.8% 267 13.11% 1.2
AUA Capital Management
6332
AUA Capital Management
Pennsylvania
$178M +$10.8M +6% 6.77% 70.2% 77 1.3% 6.8
CC
6333
Corsicana & Co
Texas
$178M – – 7.48% – 261 – 2.8
PI
6334
Pachira Investments
California
$178M +$45.7M +35% 8.84% 82.3% 65 16.92% 2.5
Foresight Capital Management Advisors
6335
Foresight Capital Management Advisors
Michigan
$178M +$5.89M +3% 8.44% 100% 102 21.57% 1.4
Financial Advocates Investment Management
6336
Financial Advocates Investment Management
Washington
$178M -$1.05B -86% 9.55% 89.9% 630 83.97% 4.5
Hurley Capital
6337
Hurley Capital
New York
$178M +$35.2M +25% 7.59% – 711 36.57% 0.5
Trust Investment Advisors
6338
Trust Investment Advisors
Indiana
$178M +$13.1M +8% 12.1% 178% 134 29.85% 4.1
Panoramic Investment Advisors
6339
Panoramic Investment Advisors
Colorado
$178M +$15M +9% 7.86% – 129 9.3% 2
Delphi Financial Group
6340
Delphi Financial Group
Delaware
$178M +$36M +25% 6.55% 66.3% 28 39.29% 2
Fortis Advisors
6341
Fortis Advisors
Pennsylvania
$178M +$21.6M +14% 10.6% 72.8% 131 16.79% 3
PharVision Advisers
6342
PharVision Advisers
Florida
$178M +$108M +155% 7.62% – 829 88.9% 0.1
OCBV
6343
Ownership Capital B.V.
Netherlands
$178M -$1.54B -90% 0.13% 62.8% 22 9.09% 4.4
Aufman Associates
6344
Aufman Associates
Pennsylvania
$178M +$15.5M +10% 12.4% 136% 67 5.97% 3.2
Leigh Baldwin & Co
6345
Leigh Baldwin & Co
New York
$178M +$25.6M +17% 8.88% – 210 18.1% 0.6
PI
6346
PJT Investments
$178M -$9.8M -5% 6.26% – 6 0% 0.3
MF
6347
Meridian Financial
Massachusetts
$178M +$23M +15% 6.22% 58.5% 141 10.64% 2.5
Keystone Financial Group (Georgia)
6348
Keystone Financial Group (Georgia)
Georgia
$177M +$20.4M +13% 4.77% – 153 18.3% 0.7
Kestrel Investment Management
6349
Kestrel Investment Management
California
$177M +$10.4M +6% 8.21% 99.8% 44 15.91% 1.8
Eight 31 Financial
6350
Eight 31 Financial
Texas
$177M +$25.9M +17% 2.62% – 79 24.05% 1.1