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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)
PIS
6326
POM Investment Strategies
North Carolina
$194M +$10.5M +6% 1.61% 67.9% 372 50.81% 0.5
Avondale Wealth Management
6327
Avondale Wealth Management
Texas
$194M +$6.73M +4% 2.55% 83.8% 61 9.84% 4.1
Friedenthal Financial
6328
Friedenthal Financial
New Jersey
$194M +$779K +0.4% 1.76% 105% 329 42.55% 1.8
SPAS
6329
Spectrum Planning & Advisory Services
California
$194M +$17.2M +10% 1.69% – 115 10.43% 1.5
Destiny Capital
6330
Destiny Capital
Colorado
$194M +$10.9M +6% 1.49% 60.5% 56 10.71% 2.3
Langdon Equity Partners
6331
Langdon Equity Partners
$194M – – 5.07% – 13 – 0
17 Capital Partners
6332
17 Capital Partners
Arizona
$194M +$10.2M +6% 0.97% – 172 22.09% 2.1
GatePass Capital
6333
GatePass Capital
Ohio
$194M +$20.7M +12% 4.69% – 181 33.15% 0.6
Index Venture Growth Associates III
6334
Index Venture Growth Associates III
Jersey
$194M -$82.9M -30% 21.4% 740% 3 0% 2.8
PCA
6335
Prospect Capital Advisors
California
$194M +$913K +0.5% 2.03% 202% 31 22.58% 3.9
Little Harbor Advisors
6336
Little Harbor Advisors
Massachusetts
$194M -$6.27M -3% 1.86% 59% 8 0% 2
Lugano Financial Advisors SA (LFA)
6337
Lugano Financial Advisors SA (LFA)
Switzerland
$194M +$4.02M +2% 2.09% 51.3% 243 9.05% 2.3
Charter Capital Management
6338
Charter Capital Management
Wisconsin
$194M +$8.33M +4% 2.84% – 67 13.43% 0.4
KA
6339
Kearns & Associates
California
$194M +$5.19M +3% 3.26% 78.7% 42 4.76% 2.9
Vaughan & Co Securities
6340
Vaughan & Co Securities
New Jersey
$193M +$5.15M +3% 1.48% 70.7% 57 0% 4.2
Visionary Horizons
6341
Visionary Horizons
Tennessee
$193M +$14.1M +8% 1.89% 69.2% 119 10.92% 1.2
Disciplined Equity Management
6342
Disciplined Equity Management
Florida
$193M +$9.24M +5% 2.92% 72.3% 64 12.5% 2.5
Pennsylvania State University
6343
Pennsylvania State University
Pennsylvania
$193M – – 7.54% – 2 – 0
Jim Saulnier & Associates
6344
Jim Saulnier & Associates
Colorado
$193M +$13.5M +8% 1.28% – 148 14.19% 0.9
Vestment Financial
6345
Vestment Financial
Minnesota
$193M +$17.5M +10% 2.49% – 44 9.09% 0.8
Values First Advisors
6346
Values First Advisors
Tennessee
$193M +$5.91M +3% 2.91% 87.6% 195 19.49% 2.9
Advanced Micro Devices
6347
Advanced Micro Devices
California
$193M – – 28.8% – 2 – 0
Founders Capital Management (Texas)
6348
Founders Capital Management (Texas)
Texas
$193M +$3.82M +2% 4.39% 131% 431 13.69% 4.4
AmeriFlex Group
6349
AmeriFlex Group
Nevada
$193M -$74.2M -28% 3.37% – 1,235 18.7% 0.6
IFS Advisors
6350
IFS Advisors
Kansas
$192M +$21.6M +13% 1.19% 54.2% 195 10.26% 2.6