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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)
Novak & Powell Financial Services
6401
Novak & Powell Financial Services
Florida
$212M +$26.5M +14% 15.2% – 178 12.36% 1.9
Insight Inv LLC
6402
Insight Inv LLC
California
$212M +$29.4M +16% 33.4% 139% 111 8.11% 3.3
Kinetic Wealth Investment Advisors
6403
Kinetic Wealth Investment Advisors
Ohio
$212M – – 12.4% – 64 – 0
Straightline Group
6404
Straightline Group
Michigan
$212M +$11M +5% 3.51% – 22 36.36% 0.9
GSI Capital Advisors
6405
GSI Capital Advisors
California
$212M +$27.8M +15% 12.6% 39.7% 33 24.24% 2.3
Banque de Luxembourg
6406
Banque de Luxembourg
Luxembourg
$212M +$18.7M +10% 12.3% – 79 6.33% 1.2
FPC Investment Advisory
6407
FPC Investment Advisory
California
$212M +$11.4M +6% 7.94% – 38 15.79% 1.5
David J. Yvars Group
6408
David J. Yvars Group
Florida
$212M +$33M +18% 22.8% 143% 111 21.62% 2.6
Clark Financial Services Group
6409
Clark Financial Services Group
Missouri
$212M +$27.3M +15% 27.8% 116% 118 24.58% 2.2
Addison Advisors
6410
Addison Advisors
Vermont
$212M -$241M -53% 10.4% 50.2% 1,037 36.26% 3.2
StoryOne LLC
6411
StoryOne LLC
Kansas
$212M +$34.2M +19% 22.7% – 79 98.73% 0.4
Panoramic Capital Partners
6412
Panoramic Capital Partners
Oregon
$212M +$49.2M +30% 15% – 80 31.25% 0.9
Merrion Investment Management
6413
Merrion Investment Management
New Jersey
$211M +$25.2M +14% 20.9% 161% 114 11.4% 3.5
Henderson Brothers Financial Partners
6414
Henderson Brothers Financial Partners
Pennsylvania
$211M +$19.5M +10% 9.6% – 77 7.79% 1.1
AFC
6415
Alpine Fox Capital
Nevada
$211M +$57.3M +37% 51.2% – 21 28.57% 0.5
RCS Financial Planning
6416
RCS Financial Planning
Maryland
$211M +$18.4M +10% 10.7% 48.2% 105 9.52% 1.9
Investments & Financial Planning LLC
6417
Investments & Financial Planning LLC
Kentucky
$211M +$27.5M +15% 14.9% 63.6% 41 14.63% 3.3
Kaufman Rossin Wealth
6418
Kaufman Rossin Wealth
Florida
$211M +$36.6M +21% 15.1% – 116 18.97% 0.9
Tilia Fiduciary Partners
6419
Tilia Fiduciary Partners
North Carolina
$211M +$29M +16% 21.7% 101% 129 12.4% 2.9
McCarthy Asset Management
6420
McCarthy Asset Management
California
$211M – – 10.1% – 29 – 3.7
Kure Advisory
6421
Kure Advisory
Minnesota
$211M +$27.3M +15% 8.99% – 67 23.88% 1.6
Wisconsin Capital Management
6422
Wisconsin Capital Management
Wisconsin
$211M +$28.5M +16% 25.5% 153% 53 15.09% 4.9
Stegner Investment Associates
6423
Stegner Investment Associates
Kentucky
$210M +$27.7M +15% 16.9% 84.8% 31 6.45% 3.6
Aristotle Pacific Capital
6424
Aristotle Pacific Capital
California
$210M +$87.3M +71% 0.28% 1.84% 5 0% 4.3
Three Cord True Wealth Management
6425
Three Cord True Wealth Management
Pennsylvania
$210M +$30.2M +17% 11.1% – 43 9.3% 1