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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)
Successful Portfolios
6551
Successful Portfolios
Florida
$149M +$1.65M +1% 0.73% 110% 170 9.41% 4.7
Certus Wealth Management
6552
Certus Wealth Management
California
$149M +$5.72M +4% 0.62% – 57 10.53% 1.1
Robocap Asset Management
6553
Robocap Asset Management
United Kingdom
$149M -$9.39M -6% 8.31% 274% 28 25% 1.4
Pring Turner Capital Group
6554
Pring Turner Capital Group
California
$149M -$9.1M -6% 0.78% 70.8% 72 12.5% 4.2
Clarity Capital Advisors
6555
Clarity Capital Advisors
Florida
$149M +$9.9M +7% 1.4% 57.9% 80 2.5% 1
TI-Trust
6556
TI-Trust
Illinois
$149M +$9.6M +7% 0.07% 88.8% 129 6.2% 3.7
Ring Mountain Capital
6557
Ring Mountain Capital
California
$149M – – 7.09% – 89 – 0
Ampersand Capital Group
6558
Ampersand Capital Group
California
$149M – – 21.1% – 7 – 0
Sebold Capital Management
6559
Sebold Capital Management
Illinois
$149M -$2.54M -2% 1.38% – 74 10.81% 1.6
Myriad Asset Management US
6560
Myriad Asset Management US
Florida
$149M – – 7.08% – 53 – 0
Barnes Wealth Management Group
6561
Barnes Wealth Management Group
California
$149M – – 0.41% – 139 – 0
Penney Financial
6562
Penney Financial
Texas
$149M +$2.5M +2% 0.23% 54.8% 39 7.69% 0.8
SCMS
6563
Serenity Capital Management (Singapore)
Singapore
$149M -$47.4M -24% 6.27% 21% 5 20% 1.1
Hofer & Associates
6564
Hofer & Associates
California
$149M +$4.02M +3% 1.06% 61.7% 61 3.28% 2.3
Sard Wealth Management Group
6565
Sard Wealth Management Group
Georgia
$149M -$2.4M -2% 0.88% 51.3% 47 4.26% 0.9
Endowment Wealth Management
6566
Endowment Wealth Management
Wisconsin
$149M -$3.19M -2% 0.61% 70.7% 152 19.08% 2
LAMC
6567
Longview Asset Management (California)
California
$149M – – 1.77% – 134 – 0
Councilmark Asset Management
6568
Councilmark Asset Management
Tennessee
$149M -$63.2K -0% 1.7% – 84 5.95% 0.7
CNFG
6569
Creegan & Nassoura Financial Group
New Hampshire
$149M -$10M -6% 0.5% 52.6% 77 3.9% 6.9
Anchorage Capital Advisors
6570
Anchorage Capital Advisors
New York
$149M -$64.1M -30% 1.62% – 6 16.67% 0.5
Quarry Hill Advisors
6571
Quarry Hill Advisors
Minnesota
$149M -$733K -0.5% 2.81% 65% 45 2.22% 1.8
Stephenson & Company
6572
Stephenson & Company
California
$149M +$806K +0.5% 2.19% 47% 41 17.07% 0.9
Darden Wealth Group
6573
Darden Wealth Group
Michigan
$149M +$9.09M +7% 7.73% 243% 112 12.5% 0.8
Ames National Corp
6574
Ames National Corp
Iowa
$149M – – 0.61% – 68 – 0
Independent Order of Foresters
6575
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 2.37% 75.1% 12 83.33% 4.8