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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)
Caerus Investment Advisors
6351
Caerus Investment Advisors
Texas
$97.2M +$8.79M +10% 2% 85% 38 26.32% 1.3
Kerntke Otto McGlone Wealth Management Group
6352
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97M -$5.15M -5% 3.25% 64.9% 64 7.81% 2
Invesco Senior Secured Management
6353
Invesco Senior Secured Management
New York
$96.8M -$12.1M -11% 1.71% 18.1% 11 36.36% 1.8
WFA of San Diego
6354
WFA of San Diego
California
$96.7M -$5.11M -5% 3.9% – 418 8.85% 0.6
CWMGP
6355
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.6M -$338K -0.3% 3.67% 75.9% 60 15% 1.3
FSC Wealth Advisors
6356
FSC Wealth Advisors
New York
$96.5M -$14.7M -13% 1.92% 66.4% 246 28.86% 1
ABP
6357
Arthur B. Page
$96.4M -$8.75M -8% 3.69% 40.4% 48 14.58% 7
Pine Haven Investment Counsel
6358
Pine Haven Investment Counsel
Massachusetts
$96.4M -$3.95M -4% 3.24% 72.1% 103 7.77% 1.6
KCM
6359
Knoll Capital Management
Florida
$96.3M +$13.8M +17% 0.37% 258% 39 35.9% 1.4
Ramiah Investment Group
6360
Ramiah Investment Group
Wisconsin
$96.3M -$6.19M -6% 3.86% 62.2% 67 4.48% 1.9
Paragon Financial Partners
6361
Paragon Financial Partners
California
$96.3M -$9.5M -9% 3.7% 90.6% 84 2.38% 1.6
Upper Left Wealth Management
6362
Upper Left Wealth Management
Florida
$96.1M +$6.17M +7% 4.03% 52.7% 60 6.67% 1.3
Tilia Fiduciary Partners
6363
Tilia Fiduciary Partners
North Carolina
$96M -$15.9M -14% 2.03% 101% 533 82.74% 1.7
Mendota Financial Group
6364
Mendota Financial Group
Wisconsin
$96M +$7.43M +8% 0.69% 50.1% 325 14.46% 0.6
Laraway Financial Advisors
6365
Laraway Financial Advisors
Minnesota
$96M -$5.14M -5% 2.93% 92.3% 106 0.94% 1.6
Mainsail Management Company
6366
Mainsail Management Company
Texas
$95.9M -$30.1M -24% 23.9% 55% 2 0% 0.8
Bradley & Co Private Wealth Management
6367
Bradley & Co Private Wealth Management
Florida
$95.8M -$5.14M -5% 2.91% – 190 8.42% 1.9
A.D. Beadell Investment Counsel
6368
A.D. Beadell Investment Counsel
Wisconsin
$95.8M -$7.68M -7% 4.6% 83.3% 73 12.33% 5
TCG Capital Management
6369
TCG Capital Management
California
$95.8M -$39.7M -29% 29.3% 45.7% 1 0% 0.8
AH Equity Partners LSV II
6370
AH Equity Partners LSV II
California
$95.6M -$790K -0.8% 0.18% – 4 0% 1.8
Arlington Capital Management
6371
Arlington Capital Management
Illinois
$95.4M -$19.7M -17% 0.28% 154% 106 40.57% 0.5
BCM
6372
BlueMar Capital Management
Florida
$95.4M -$8.9M -9% 0.88% 27.4% 23 13.04% 2
Seven Mile Advisory
6373
Seven Mile Advisory
New Jersey
$95.2M +$9.42M +11% 2.72% 146% 134 20.9% 0.2
ASA
6374
Armstrong Shaw Associates
Connecticut
$95.2M -$3.1M -3% 0.97% 51.2% 47 6.38% 6.3
Tegean Capital Management
6375
Tegean Capital Management
New York
$95M +$16.8M +22% 8.66% – 30 43.33% 0.9