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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)
Wall Street Financial Group
6726
Wall Street Financial Group
Illinois
$169M +$31.6M +23% 0.65% – 667 85.46% 0.1
PP
6727
Pingora Partners
Wyoming
$169M +$5.17M +3% 17% – 208 12.5% 1.9
Income Research & Management
6728
Income Research & Management
Massachusetts
$169M -$21.8M -11% 0.11% 1.19% 32 18.75% 1.4
Crystal Rock Capital Management
6729
Crystal Rock Capital Management
Illinois
$168M -$20.8M -11% 2.92% 164% 34 8.82% 5
Little Harbor Advisors
6730
Little Harbor Advisors
Massachusetts
$168M -$25.4M -13% 4.62% 59% 8 50% 2.8
Old North State Trust
6731
Old North State Trust
North Carolina
$168M -$709K -0.4% 0.31% – 156 10.26% 4.4
Code Waechter
6732
Code Waechter
Florida
$168M +$12.6M +8% 0.28% – 122 14.75% 1.1
Presper Financial Architects
6733
Presper Financial Architects
Ohio
$168M -$8.59M -5% 2.94% – 60 26.67% 0.6
Meadowbrook Advisors Group
6734
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 0.74% – 140 9.29% 0.2
TI-Trust
6735
TI-Trust
Illinois
$168M +$6.26M +4% 5.82% 88.8% 133 6.77% 4.7
7G Capital Management
6736
7G Capital Management
New York
$168M +$7.39M +5% 3.58% 137% 14 42.86% 2
Widmann Financial Services
6737
Widmann Financial Services
Maryland
$168M +$4.67M +3% 3.41% 75.2% 121 6.61% 2.9
Ables Iannone Moore & Associates
6738
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 4.38% 116% 61 6.56% 1.9
Lee-Kelleher Wealth Management
6739
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 4.82% – 44 9.09% 1.1
DMKJ
6740
David M. Knott Jr
$168M -$47.9M -22% 2.49% 169% 95 18.95% 2.2
Disciplined Investors
6741
Disciplined Investors
Texas
$168M +$15.5M +10% 0.35% – 147 23.13% 0.9
Catalina Capital Group
6742
Catalina Capital Group
California
$168M +$3.08M +2% 2.22% – 189 20.63% 1.5
Integrity Wealth Advisors
6743
Integrity Wealth Advisors
California
$168M +$21M +14% 3.45% – 80 12.5% 0.9
City National Bank of Florida
6744
City National Bank of Florida
Florida
$168M +$14.6M +10% 1.68% – 148 26.35% 0.9
SharpePoint
6745
SharpePoint
Arizona
$168M +$808K +0.5% 6.55% – 90 11.11% 0.6
OIM
6746
Opus Investment Management
Massachusetts
$168M +$3.26M +2% 3.17% 52.8% 30 3.33% 10.1
Astra Wealth Partners
6747
Astra Wealth Partners
New Jersey
$168M -$2.52M -1% 0.16% – 108 20.37% 0.9
Yukon Wealth Management
6748
Yukon Wealth Management
Kansas
$168M -$5.99M -3% 0.67% – 82 4.88% 0.9
WealthTrust Asset Management
6749
WealthTrust Asset Management
Florida
$167M +$24.3M +17% 1.9% 102% 104 30.77% 1.8
WBWA
6750
William B. Walkup & Associates
South Carolina
$167M -$15.2M -8% 6.1% – 173 9.25% 1.6