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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)
Wealth Forward LLC
6626
Wealth Forward LLC
North Dakota
$177M +$4.77M +3% 1.73% 48.8% 45 8.89% 1.5
Lowery Thomas LLC
6627
Lowery Thomas LLC
California
$177M +$3.81M +2% 2.19% 74.7% 55 0% 2.9
Orser Capital Management
6628
Orser Capital Management
Texas
$177M -$13.2M -7% 3.91% 128% 77 36.36% 3.9
Dougherty Wealth Advisers
6629
Dougherty Wealth Advisers
Minnesota
$177M +$21.7M +14% 2.13% 76.1% 125 16% 5.1
KRAVCF
6630
Karnit Road Accident Victims Compensation Fund
$177M – – 2.53% – 16 – 0
Aegis Wealth Management (Maryland)
6631
Aegis Wealth Management (Maryland)
Maryland
$177M -$9.8M -5% 3.16% – 127 7.87% 0.8
Presper Financial Architects
6632
Presper Financial Architects
Ohio
$177M +$4.5M +3% 0.8% – 56 12.5% 0.4
United Airlines Holdings
6633
United Airlines Holdings
Illinois
$177M – – 7.28% – 3 – 0
Pacific Wealth Strategies Group
6634
Pacific Wealth Strategies Group
California
$177M +$13.6M +8% 4.69% 85.3% 67 13.43% 3.6
Andera Partners
6635
Andera Partners
$177M – – 2.77% – 5 – 0
Financial Designs
6636
Financial Designs
California
$177M +$3.86M +2% 0.91% 49% 24 12.5% 1.4
Granite Group Advisors
6637
Granite Group Advisors
Connecticut
$177M +$11.4M +7% 1.24% 74% 92 16.3% 1.4
CNO Financial Group
6638
CNO Financial Group
Indiana
$176M +$25.9M +17% 0.98% – 10 20% 1.9
CAP Partners LLC
6639
CAP Partners LLC
Tennessee
$176M +$254K +0.1% 0.61% 97% 154 12.34% 1.5
Define Financial
6640
Define Financial
California
$176M +$9.8M +6% 1.46% – 45 15.56% 0.8
HIA
6641
Harvest Investment Advisors
Florida
$176M +$6.13M +4% 3.06% 78.3% 59 3.39% 2.4
Aurora Investment Managers
6642
Aurora Investment Managers
Florida
$176M -$7.38M -4% 2.12% 74.4% 52 19.23% 3
Kestrel Investment Management
6643
Kestrel Investment Management
California
$176M -$994K -0.6% 3.74% 99.8% 46 26.09% 1.8
General Partner Inc
6644
General Partner Inc
Pennsylvania
$176M -$5.27M -3% 3.5% 83.1% 173 4.62% 2.4
Momentous Wealth Management
6645
Momentous Wealth Management
Washington
$176M +$18.7M +12% 1.98% – 48 20.83% 0.8
Sterling Investment Management
6646
Sterling Investment Management
Arizona
$176M +$9.9M +6% 3.77% 45.3% 74 17.57% 4.5
William Allan Corp
6647
William Allan Corp
Colorado
$176M -$2.06M -1% 1.81% 94.2% 60 18.33% 2.6
Vienna Asset Management
6648
Vienna Asset Management
California
$176M +$8.45M +5% 5% – 63 26.98% 1.5
Solas Capital Management
6649
Solas Capital Management
Connecticut
$176M +$12.4M +8% 10.7% 62.5% 26 38.46% 1.8
Pinney & Scofield
6650
Pinney & Scofield
Massachusetts
$176M +$15.2M +9% 4.55% – 220 5% 1