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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)
NAMNJ
6401
NorthStar Asset Management (New Jersey)
New Jersey
$132M +$22.5M +21% 13.9% – 82 12.2% 0.2
Gouws Capital LLC
6402
Gouws Capital LLC
North Carolina
$132M +$9.14M +7% 10.7% 114% 45 2.22% 2
Seven Mile Advisory
6403
Seven Mile Advisory
New Jersey
$132M +$16.5M +14% 15.2% 146% 162 9.88% 0.6
Apis Capital Advisors
6404
Apis Capital Advisors
New York
$132M +$36.4M +38% 32.4% 1,532% 38 34.21% 0.9
Cedar Point Capital Partners
6405
Cedar Point Capital Partners
Iowa
$132M +$10.9M +9% 5.52% 55.4% 54 7.41% 0.2
Bridgefront Capital
6406
Bridgefront Capital
Texas
$132M -$856K -0.6% 6.87% 52.1% 591 81.22% 0.1
Conscious Wealth Investments
6407
Conscious Wealth Investments
Florida
$132M +$6.15M +5% 8.5% – 54 18.52% 0.2
Valley Financial Group
6408
Valley Financial Group
Pennsylvania
$131M +$3.58M +3% 5.31% – 59 11.86% 0.2
CPR Investments
6409
CPR Investments
Michigan
$131M +$28.2M +27% 8.8% 84% 56 50% 0.6
Taylor Financial Group
6410
Taylor Financial Group
Virginia
$131M +$9.8M +8% 9.28% 79% 97 10.31% 0.2
WealthTrust Asset Management
6411
WealthTrust Asset Management
Florida
$131M +$12.4M +10% 12% 102% 98 28.57% 1.3
NED
6412
Nancy E. Dempze
$131M +$11.8M +10% 11.1% 83.1% 64 12.5% 4.9
CMS
6413
Capital Market Strategies
Florida
$131M +$16.7M +15% 15.8% 120% 155 10.97% 1.1
Mason & Associates (Virginia)
6414
Mason & Associates (Virginia)
Virginia
$131M – – 11.2% – 80 – 0
Foresight Capital Management Advisors
6415
Foresight Capital Management Advisors
Michigan
$131M +$33.7M +34% 11.2% 100% 86 31.4% 0.8
Mach-1 Financial Group
6416
Mach-1 Financial Group
Arkansas
$131M -$132M -50% 6.46% 85.3% 238 73.53% 1.3
Cook & Bynum Capital Management
6417
Cook & Bynum Capital Management
Alabama
$131M +$4.43M +3% 4.5% 46.8% 5 0% 6.7
Spectrum Strategic Capital Management
6418
Spectrum Strategic Capital Management
Oregon
$131M +$14.5M +12% 9.54% 85.6% 27 14.81% 0.2
Holistic Planning
6419
Holistic Planning
Texas
$131M +$12.3M +10% 8.38% 61.9% 127 14.96% 0.2
Syntax Research
6420
Syntax Research
Florida
$131M +$11.5M +10% 3.09% 50.7% 181 9.39% 0.5
SM
6421
Salzhauer Michael
$131M +$13.3M +11% 1.09% 98% 104 26.92% 3.6
Arista Wealth Management
6422
Arista Wealth Management
Nevada
$131M -$142M -52% 5.61% 67% 60 51.67% 0.9
VitalStone Financial
6423
VitalStone Financial
Texas
$131M +$5.86M +5% 10% – 636 30.82% 0.8
SFM LLC
6424
SFM LLC
New Hampshire
$131M +$9.8M +8% 8.72% 67.5% 61 16.39% 0.2
Kolinsky Wealth Management
6425
Kolinsky Wealth Management
New Jersey
$131M +$17.2M +15% 11.9% 44.6% 151 16.56% 1.5