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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)
Rayburn West Financial Services
6701
Rayburn West Financial Services
Tennessee
$170M +$8.91M +6% 1.34% – 83 4.82% 0.2
Wellington-Altus USA
6702
Wellington-Altus USA
Manitoba, Canada
$170M +$34.7M +26% 1.26% – 775 23.87% 0.2
CF
6703
Carlson Financial
Oregon
$170M -$3.04M -2% 0.19% – 194 13.92% 0.2
Financial Planning Hawaii
6704
Financial Planning Hawaii
Hawaii
$170M -$3.98M -2% 0.01% – 130 6.92% 0.2
Live Oak Investment Partners
6705
Live Oak Investment Partners
Texas
$169M +$6.67M +4% 1.76% – 98 19.39% 2
PVG Asset Management
6706
PVG Asset Management
Colorado
$169M +$122M +260% 5.56% – 142 47.89% 0.5
Madrid Financial Services
6707
Madrid Financial Services
California
$169M +$30.2M +22% 8.48% – 29 41.38% 0.6
Upper Left Wealth Management
6708
Upper Left Wealth Management
Florida
$169M +$5.28M +3% 1.43% 52.7% 71 9.86% 3
NWM
6709
Navigoe Wealth Management
California
$169M +$7.3M +5% 2.38% – 277 20.58% 0.9
Sherrill & Hutchins Financial Advisory
6710
Sherrill & Hutchins Financial Advisory
Georgia
$169M +$28.3M +20% 1.42% 41.6% 18 44.44% 1.3
Emergent Wealth Advisors
6711
Emergent Wealth Advisors
New York
$169M -$8.6M -5% 1.13% 74.2% 151 28.48% 1.5
United Financial Planning Group
6712
United Financial Planning Group
New York
$169M +$4.34M +3% 0.4% – 660 56.21% 0.2
Security National Bank of Sioux City Iowa
6713
Security National Bank of Sioux City Iowa
Iowa
$169M +$13.4M +9% 0.82% 61% 107 18.69% 5.9
Forerunner Ventures Management
6714
Forerunner Ventures Management
California
$169M -$58.2M -26% 25.6% – 1 0% 0.3
Optimus Capital Advisors
6715
Optimus Capital Advisors
Texas
$169M -$1.67M -1% 0.55% – 33 12.12% 0.2
TCM
6716
Thoma Capital Management
Maryland
$169M -$4.48M -3% 2.11% – 62 14.52% 1.1
Daviman Financial
6717
Daviman Financial
Indiana
$169M -$1.32M -0.8% 1.77% – 95 17.89% 0.2
Granite FO LLC
6718
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 2.28% 112% 175 2.86% 1.9
Mountain Hill Investment Partners
6719
Mountain Hill Investment Partners
New Jersey
$169M +$29.4M +21% 7.9% – 250 30.4% 0.9
William Allan Corp
6720
William Allan Corp
Colorado
$169M -$7.29M -4% 1.22% 94.2% 62 11.29% 2.6
MG
6721
McHugh Group
Ohio
$169M -$6.81M -4% 5.1% – 86 10.47% 1
Alpha Financial Partners
6722
Alpha Financial Partners
Kentucky
$169M +$5.11M +3% 0.75% 61.8% 105 11.43% 1.2
Cascade Investment Advisors
6723
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 1.95% 79.1% 121 10.74% 4.5
Tacita Capital
6724
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 2.39% 72.3% 256 22.66% 3.2
McClarren Financial Advisors
6725
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 2.3% 63% 82 9.76% 1.6