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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)
Starfox Financial Services
6701
Starfox Financial Services
Texas
$108M +$15.7M +17% 8.57% – 32 15.63% 1.2
HM
6702
Harvest Management
New York
$108M -$84.2M -44% 50.1% 610% 76 73.68% 0.3
BG
6703
BRX Global
New York
$108M +$22.1M +26% 20.5% 65.8% 5 0% 2.1
Bradley & Co Private Wealth Management
6704
Bradley & Co Private Wealth Management
Florida
$108M +$12.2M +13% 13.7% – 214 21.96% 1.8
IA
6705
Incentive AS
Norway
$108M – – 4.92% – 1 – 0
Lauer Wealth
6706
Lauer Wealth
Indiana
$108M +$15.3M +17% 8.71% 89.4% 54 29.63% 0.6
FFA
6707
Florida Financial Advisors
Florida
$108M – – 11.6% – 106 – 0
DRH Investments
6708
DRH Investments
California
$108M +$1.91M +2% 8.62% 81.2% 16 37.5% 2.3
Benchmark Investment Advisors
6709
Benchmark Investment Advisors
Illinois
$108M +$8.91M +9% 14.2% – 88 15.91% 1.5
Clifford Group
6710
Clifford Group
Massachusetts
$108M +$15.7M +17% 10.5% 67.9% 76 10.53% 0.9
Williamson Legacy Group
6711
Williamson Legacy Group
Indiana
$108M – – 15.4% – 81 – 0
BayBridge Capital Group
6712
BayBridge Capital Group
California
$108M – – 9.86% 78.5% 82 – 0
Mad River Investors
6713
Mad River Investors
Massachusetts
$108M -$33.6M -24% 3.25% 169% 26 3.85% 4
Hofer & Associates
6714
Hofer & Associates
California
$108M +$10.3M +11% 9.71% 61.7% 53 9.43% 1.6
KCM
6715
Key Colony Management
Arkansas
$108M -$4.79M -4% 16.4% 113% 9 33.33% 1.8
Travelers Companies
6716
Travelers Companies
Minnesota
$108M – – 13.6% – 2 – 0
McAlister Sweet & Associates
6717
McAlister Sweet & Associates
Texas
$108M -$10M -8% 9.63% 83.6% 36 27.78% 1.2
Mainsail Asset Management
6718
Mainsail Asset Management
Alabama
$107M – – 13.4% 90.4% 48 – 0
Tilia Fiduciary Partners
6719
Tilia Fiduciary Partners
North Carolina
$107M +$11.5M +12% 12.4% 101% 96 4.17% 1.9
KCM
6720
KRS Capital Management
Michigan
$107M +$13.6M +14% 15.6% 272% 120 12.5% 1.5
Forbes Financial Planning
6721
Forbes Financial Planning
Rhode Island
$107M +$14.1M +15% 9.75% 52.3% 29 3.45% 1.4
SLFPAM
6722
St. Louis Financial Planners Asset Management
Missouri
$107M -$17.6M -14% 6.51% 139% 39 58.97% 0.3
Emergent Wealth Advisors
6723
Emergent Wealth Advisors
New York
$107M – – 10.7% 74.2% 106 – 0
Klein Pavlis & Peasley Financial
6724
Klein Pavlis & Peasley Financial
California
$107M – – 9.91% 97.4% 73 – 0
Echo Wealth Management
6725
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 8.26% 42.9% 44 22.73% 1.8