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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)
MAM
6501
Marketfield Asset Management
New York
$127M +$3.95M +3% 11.8% 61.5% 37 13.51% 3.8
ROI Financial Advisors
6502
ROI Financial Advisors
Oregon
$127M +$6.33M +5% 15.5% 165% 65 7.69% 0.2
Windham Capital Management
6503
Windham Capital Management
Massachusetts
$127M -$145M -53% 5.72% 8.3% 88 54.55% 3.7
Wealth Forward LLC
6504
Wealth Forward LLC
North Dakota
$127M +$8.66M +7% 4.82% 48.8% 32 9.38% 0.2
Dominguez Wealth Management Solutions
6505
Dominguez Wealth Management Solutions
Virginia
$127M +$6.43M +5% 4.65% 59.7% 57 1.75% 1.2
Wilson & Boucher Capital Management
6506
Wilson & Boucher Capital Management
California
$127M +$8.18M +7% 8.78% 69.8% 111 6.31% 2
English Capital Management
6507
English Capital Management
Michigan
$127M +$10.7M +9% 11% – 34 5.88% 0.2
Aspect Partners
6508
Aspect Partners
Virginia
$127M -$28.4M -18% 5.31% 66.7% 572 8.92% 0.2
Michael S. Ryan Inc
6509
Michael S. Ryan Inc
New York
$127M +$6.2M +5% 5.36% 63.3% 54 22.22% 0.6
Benchmark Investment Advisors
6510
Benchmark Investment Advisors
Illinois
$127M +$18.8M +17% 25% – 96 18.75% 1.5
McDonough Capital Management
6511
McDonough Capital Management
Florida
$127M +$10.9M +9% 10.8% 98.1% 44 2.27% 2
AI
6512
Arrien Investments
Idaho
$127M +$12.7M +11% 4.77% 46% 42 19.05% 0.7
Coalescence Partners Investment Management
6513
Coalescence Partners Investment Management
New York
$127M +$14.6M +13% 7.76% – 21 42.86% 0.3
Shorepath Capital Management
6514
Shorepath Capital Management
Utah
$127M +$13.8M +12% 10% – 22 0% 0.3
AIFAIM
6515
American Institute for Advanced Investment Management
Arizona
$127M +$13.3M +12% 8.75% 79.1% 131 10.69% 2.6
Paladin Advisory Group
6516
Paladin Advisory Group
Iowa
$126M +$5.32M +4% 7.81% 71.9% 229 1.75% 1
Efficient Frontier Advisors
6517
Efficient Frontier Advisors
Connecticut
$126M +$7.31M +6% 5.14% – 13 7.69% 0.2
Thor Investment Management
6518
Thor Investment Management
Ohio
$126M +$11.5M +10% 5.17% 122% 49 16.33% 0.2
Cottonwood Capital Advisors
6519
Cottonwood Capital Advisors
Utah
$126M +$4.69M +4% 8.67% 79% 129 15.5% 1.5
Charter Research & Investment Group
6520
Charter Research & Investment Group
Connecticut
$126M +$5.64M +5% 8.49% 82.3% 90 11.11% 6.1
Better Money Decisions
6521
Better Money Decisions
New Mexico
$126M +$5.62M +5% 4.97% 32.7% 69 15.94% 2
Stonepine Capital Management
6522
Stonepine Capital Management
Oregon
$126M -$105M -45% 15.1% 231% 24 50% 1.1
PWAM
6523
Pinnacle West Asset Management
Wyoming
$126M +$9.35M +8% 9.91% 100% 106 6.6% 0.9
Stadium Capital Management
6524
Stadium Capital Management
Connecticut
$126M +$6.68M +6% 10.3% 10.9% 12 41.67% 1.3
Client First Investment Management
6525
Client First Investment Management
Wisconsin
$126M +$23M +22% 18.5% 243% 33 63.64% 0.1