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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)
Shearwater Capital
6326
Shearwater Capital
Colorado
$191M +$16.5M +9% 0.76% 74.4% 71 25.35% 2.4
Junk Investment Group
6327
Junk Investment Group
Maryland
$191M – – 3% – 88 – 0
Cedar Cove Wealth Partners
6328
Cedar Cove Wealth Partners
Minnesota
$191M -$759K -0.4% 1.86% – 101 25.74% 0.2
GuidedMoney
6329
GuidedMoney
Wisconsin
$190M +$3.25M +2% 2.07% – 31 9.68% 0.2
Security Benefit Life Insurance Company
6330
Security Benefit Life Insurance Company
Kansas
$190M -$51.8M -21% 9.62% 61.7% 19 0% 3.3
Coign Capital Advisors
6331
Coign Capital Advisors
Utah
$190M -$679K -0.4% 2.05% – 82 3.66% 1.1
Rachor Investment Advisory Services
6332
Rachor Investment Advisory Services
Michigan
$190M +$1.82M +1% 0.18% – 502 22.31% 0.2
Western Standard LLC
6333
Western Standard LLC
California
$190M -$26.6M -12% 0.99% 83.7% 34 58.82% 0.4
Resolute Capital Asset Partners
6334
Resolute Capital Asset Partners
Colorado
$190M -$16.9M -8% 17.5% 657% 70 71.43% 0.5
HCM
6335
Harspring Capital Management
New York
$190M -$79.5M -29% 2.32% 70.6% 14 0% 4.1
Harrington Investments
6336
Harrington Investments
California
$190M -$9.04M -5% 2.3% 109% 85 2.35% 6.5
GRWP
6337
Green Ridge Wealth Planning
New Jersey
$190M -$5.54M -3% 3.01% – 95 17.89% 0.2
Camarda Financial Advisors
6338
Camarda Financial Advisors
Florida
$190M -$72.7M -28% 8.82% 196% 122 31.15% 1.5
Andrews Advisory Associates
6339
Andrews Advisory Associates
Hawaii
$190M +$1.82M +1% 0.26% – 85 8.24% 0.2
Beaconlight Capital
6340
Beaconlight Capital
New York
$190M +$18.6M +11% 11.1% 282% 39 53.85% 1.2
Leslie Global Wealth
6341
Leslie Global Wealth
Illinois
$190M -$32.5M -15% 1.88% – 83 18.07% 1.2
Smallwood Wealth Investment Management
6342
Smallwood Wealth Investment Management
New Jersey
$190M -$1.31M -0.7% 0.08% 78% 545 8.07% 1.2
Sheridan Capital Management
6343
Sheridan Capital Management
California
$190M -$7.49M -4% 2.77% – 35 11.43% 1.5
Bradley & Co Private Wealth Management
6344
Bradley & Co Private Wealth Management
Florida
$190M +$738K +0.4% 4.2% – 229 11.79% 3.2
FAG
6345
Financial Architects (Georgia)
Georgia
$190M +$3.66M +2% 0.03% 35.9% 30 16.67% 1.5
Laurel Wealth Planning
6346
Laurel Wealth Planning
Minnesota
$190M +$9.1M +5% 0.97% 59.5% 60 6.67% 3.6
Pacific Point Advisors
6347
Pacific Point Advisors
California
$190M +$2.72M +1% 3.76% – 147 19.73% 0.9
Steffes Financial
6348
Steffes Financial
Kansas
$189M -$2.02M -1% 4.58% – 32 15.63% 0.2
Pragma Gestao de Patrimonio
6349
Pragma Gestao de Patrimonio
Brazil
$189M -$45.5M -19% 5.07% 75.2% 21 23.81% 1.6
Horizon Family Wealth
6350
Horizon Family Wealth
Illinois
$189M +$1.48M +0.8% 1.52% 68.6% 91 12.09% 2.2