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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)
OPL
6426
Orland Properties Ltd
British Virgin Islands
$132M -$45.3M -26% 4.32% 77.6% 13 15.38% 1.6
Sterling Investment Management
6427
Sterling Investment Management
Arizona
$132M -$10.2M -7% 1.1% 45.3% 65 15.38% 4.4
Signature Wealth Management Partners
6428
Signature Wealth Management Partners
New Jersey
$132M +$8.68M +7% 4.5% 97.9% 107 8.41% 2.5
FMB Wealth Management
6429
FMB Wealth Management
California
$132M +$6.16M +5% 2.15% 71.1% 72 11.11% 1.2
Chapman Investment Management
6430
Chapman Investment Management
California
$132M -$4.21M -3% 3.3% 44% 33 6.06% 2.9
Longview Financial Advisors
6431
Longview Financial Advisors
Alabama
$131M -$1.74M -1% 1.77% 47.4% 45 4.44% 0.5
Morgens Waterfall Vintiadis & Co
6432
Morgens Waterfall Vintiadis & Co
New York
$131M -$13.3M -9% 12.4% 594% 42 59.52% 2.1
RF&L Wealth Management
6433
RF&L Wealth Management
Massachusetts
$131M +$1.59M +1% 2.15% 73.8% 56 0% 1.4
Ellerson Group
6434
Ellerson Group
Maryland
$131M +$619K +0.5% 8.6% 148% 51 11.76% 1.2
Cook & Bynum Capital Management
6435
Cook & Bynum Capital Management
Alabama
$131M +$229K +0.2% 3.5% 46.8% 5 0% 7
Sterling Manor Financial
6436
Sterling Manor Financial
New York
$131M -$1.78M -1% 0.58% – 28 21.43% 1.2
GA
6437
Gagnon Advisors
New York
$131M +$16.1M +14% 12.6% 129% 28 7.14% 4.9
Lugano Financial Advisors SA (LFA)
6438
Lugano Financial Advisors SA (LFA)
Switzerland
$131M -$6.03M -4% 1.2% 44.8% 184 19.57% 1.9
Horizon Family Wealth
6439
Horizon Family Wealth
Illinois
$131M +$1.59M +1% 2.88% 68.6% 76 0% 1.5
National Wealth Management Group
6440
National Wealth Management Group
Ohio
$131M +$2.74M +2% 4.97% 123% 160 35.63% 1.3
Fortune 45 LLC
6441
Fortune 45 LLC
Louisiana
$131M +$9.43M +8% 5.45% 85.2% 26 3.85% 1.9
Eight 31 Financial
6442
Eight 31 Financial
Texas
$131M -$30M -19% 0.03% – 92 31.52% 0.4
Erickson Financial Group
6443
Erickson Financial Group
Pennsylvania
$131M +$3.62M +3% 3.25% 63.3% 24 8.33% 2.1
KAM
6444
Kinney Asset Management
Illinois
$131M -$24.6M -16% 9.87% 10.1% 4 0% 3.6
Paragon Capital Management (Utah)
6445
Paragon Capital Management (Utah)
Utah
$131M -$2.49M -2% 1.31% 72.3% 81 32.1% 1.3
StoneCrest Wealth Management
6446
StoneCrest Wealth Management
Arizona
$131M +$15.4M +13% 8.59% – 60 20% 0.4
HM
6447
Harvest Management
New York
$131M -$17.3M -12% 6.21% 610% 70 71.43% 0.3
ACM
6448
Ariose Capital Management
Hong Kong
$131M -$58.9M -31% 5.82% 1,745% 18 61.11% 0.4
AMAL
6449
Asset Management Advisors LLC
Oklahoma
$131M +$2.21M +2% 0.27% 124% 18 16.67% 4.3
Envision Financial Planning
6450
Envision Financial Planning
Tennessee
$131M +$7.06M +6% 0.02% 32.1% 31 6.45% 0.6