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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)
Kingsman Wealth Management
6451
Kingsman Wealth Management
Florida
$161M +$23.7M +17% 25.5% – 72 23.61% 0.2
TSG Consumer Partners
6452
TSG Consumer Partners
California
$160M +$15.6M +11% 10.7% 70.1% 1 0% 3.5
Prospect Financial Services
6453
Prospect Financial Services
New York
$160M -$20M -11% 12.3% – 120 23.33% 1.1
Element Squared
6454
Element Squared
Minnesota
$160M – – 13.3% – 55 – 0
Straightline Group
6455
Straightline Group
Michigan
$160M +$5.6M +4% 4.67% – 13 7.69% 0.4
Cloud Capital Management
6456
Cloud Capital Management
Washington
$160M +$19.5M +14% 8.47% – 282 73.05% 0.2
Hofer & Associates
6457
Hofer & Associates
California
$160M +$12.9M +9% 7.65% 61.7% 62 19.35% 2.6
Taylor Financial Group
6458
Taylor Financial Group
Virginia
$160M +$16.4M +11% 10.1% – 106 10.38% 1.2
Sowa Financial Group
6459
Sowa Financial Group
Rhode Island
$160M +$7.9M +5% 6.46% 100% 31 19.35% 3.1
FPC Investment Advisory
6460
FPC Investment Advisory
California
$160M +$14.3M +10% 5.56% – 29 10.34% 1
Blackston Financial Advisory Group
6461
Blackston Financial Advisory Group
Florida
$160M +$12.5M +8% 9.4% 69.1% 107 16.82% 1.3
EIM
6462
Ervin Investment Management
Washington
$160M +$11.7M +8% 6.5% 92.9% 42 14.29% 2.6
CCA
6463
Cypress Capital Advisors
Tennessee
$160M +$16M +11% 6.72% – 79 15.19% 0.4
Burk Holdings
6464
Burk Holdings
Oklahoma
$160M +$27.2M +21% 7.32% – 61 6.56% 0.5
FFG Retirement Advisors
6465
FFG Retirement Advisors
Colorado
$160M +$12.7M +9% 6.12% 43.4% 50 24% 1.5
Tenzing Global Management
6466
Tenzing Global Management
California
$160M +$21.7M +16% 43.4% 273% 30 60% 0.9
LAMC
6467
Longview Asset Management (California)
California
$160M +$8.08M +5% 4.92% – 134 10.45% 0.5
SCA
6468
Sassicaia Capital Advisers
New York
$160M +$132M +478% 44.7% 4,519% 58 87.93% 0.1
Cladis Investment Advisory
6469
Cladis Investment Advisory
Montana
$160M +$21.4M +15% 13.7% 131% 152 13.16% 2.3
Meriwether Wealth & Planning
6470
Meriwether Wealth & Planning
Louisiana
$160M +$6.3M +4% 7.13% – 135 14.81% 0.4
HCA
6471
Hyperion Capital Advisors
New York
$160M -$24.2M -13% 9.15% 86.1% 69 15.94% 3.1
Whalen Wealth Management
6472
Whalen Wealth Management
Nevada
$159M +$9.42M +6% 9.71% 90.2% 236 66.53% 0.3
Beacon Financial Strategies
6473
Beacon Financial Strategies
North Carolina
$159M +$10.8M +7% 6.92% 54.2% 39 5.13% 3.2
Robinson Value Management
6474
Robinson Value Management
Texas
$159M +$4.26M +3% 7.38% 79.3% 74 10.81% 3.7
Vienna Insurance Group
6475
Vienna Insurance Group
Poland
$159M -$24.5M -13% 9.07% 188% 93 5.38% 2.2