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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)
ARA
6851
Alexander Randolph Advisory
Virginia
$113M +$6.22M +6% 4.51% – 53 1.89% 0.7
HA
6852
HFG Advisors
Ohio
$113M +$5.8M +5% 5.98% 69.7% 101 11.88% 1.9
SA
6853
SRN Advisors
Pennsylvania
$113M -$7.39M -6% 7.5% 146% 95 5.26% 2.2
EFA
6854
Edge Financial Advisors
Illinois
$113M +$16.2M +17% 7.14% – 102 23.53% 0.4
PIC
6855
Platt Investment Counsel
Florida
$113M +$8.67M +8% 5.86% 62.9% 10 0% 2.6
WH
6856
Willner & Heller
California
$112M +$7.87M +8% 5.77% – 159 13.84% 1.9
AC
6857
AWH Capital
Texas
$112M +$15.1M +16% 15.6% 183% 26 23.08% 2.7
RRCP
6858
Rip Road Capital Partners
Massachusetts
$112M -$1.85M -2% 5.46% 121% 18 11.11% 1.4
LPP
6859
Life Planning Partners
Florida
$112M +$1.82M +2% 6.29% – 64 9.38% 2.3
AC
6860
Anson Capital
Georgia
$112M +$10.6M +10% 5% 45.8% 72 12.5% 1.5
CM
6861
Crystalline Management
Canada
$112M +$6.6M +6% 7.79% – 129 62.02% 0.5
KA
6862
Kure Advisory
Minnesota
$112M -$10.1M -8% 6.29% – 43 18.6% 0.8
LCM
6863
Lattice Capital Management
Washington
$111M -$2.34B -95% 0.6% 187% 34 26.47% 1.2
BCCM
6864
Black Cypress Capital Management
Florida
$111M +$6.62M +6% 7.75% – 31 0% 0.5
AWM
6865
Alterna Wealth Management
Texas
$111M -$2.75M -2% 3.76% 48% 116 22.41% 2.1
BICM
6866
Breach Inlet Capital Management
South Carolina
$111M -$10.9M -9% 6.52% – 12 25% 0.6
WCBA
6867
Weaver C. Barksdale & Associates
Tennessee
$111M +$5.64M +5% 9.47% 52.2% 62 0% 5.6
AWA
6868
Arbor Wealth Advisors
Michigan
$111M +$9.53M +9% 7.99% 58.7% 50 14% 0.7
OIM
6869
Orca Investment Management
Oregon
$111M +$6.07M +6% 5.18% 122% 57 1.75% 6.9
MIA
6870
MeadowBrook Investment Advisors
Michigan
$111M +$5.22M +5% 6.5% – 350 9.71% 0.7
FG
6871
Fairman Group
Pennsylvania
$111M +$12.3M +13% 10.2% – 413 4.6% 0.7
SCM
6872
SVB Capital Management
California
$111M – – 20.7% – 7 – 0
TCM
6873
Tao Capital Management
California
$110M -$11.6M -9% 5.06% 314% 10 0% 3.6
FFA
6874
Fortune Financial Advisors
Kansas
$110M -$52.9M -32% 5.37% 76.8% 125 32% 1.2
WHC
6875
Wulff, Hansen & Co
California
$110M +$9.1M +9% 9.69% 85.8% 96 7.29% 2.1