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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)
CIG
6851
Cascade Investment Group
Colorado
$151M +$7.85M +5% 6.77% 93.2% 152 10.53% 2
SM
6852
Stonegate Management
Illinois
$151M – – 6.61% – 57 – 0
Live Oak Investment Partners
6853
Live Oak Investment Partners
Texas
$151M +$20.8M +16% 5.4% – 86 11.63% 2.1
MSD Partners
6854
MSD Partners
New York
$151M -$21.2M -12% 11.2% 3.5% 7 0% 2
LRT Capital Management
6855
LRT Capital Management
Texas
$151M -$17.8M -11% 5.77% 76.2% 92 31.52% 1.2
Toronado Partners
6856
Toronado Partners
California
$151M +$10M +7% 11.1% 158% 13 23.08% 2.3
Integrity Investment Advisors
6857
Integrity Investment Advisors
Colorado
$151M +$20.8M +16% 6.37% – 62 24.19% 0.4
Meadow Creek Wealth Advisors
6858
Meadow Creek Wealth Advisors
Georgia
$151M +$2.54M +2% 6.58% – 152 16.45% 3.1
BCM
6859
Beaumont Capital Management
Massachusetts
$151M +$4.46M +3% 4.36% 45.4% 55 32.73% 1.2
Vista Finance
6860
Vista Finance
Missouri
$151M +$34.5M +30% 8.17% 50.7% 65 32.31% 1
PP
6861
Pingora Partners
Wyoming
$151M +$16.8M +13% 18.7% – 208 5.77% 1.5
CNO Financial Group
6862
CNO Financial Group
Indiana
$151M -$11.2M -7% 0.82% – 10 20% 2.1
Bridge Generations Wealth Management
6863
Bridge Generations Wealth Management
Florida
$151M -$14.3M -9% 4.9% – 134 5.22% 0.6
Certior Financial Group
6864
Certior Financial Group
Pennsylvania
$151M +$16.4M +12% 5.73% – 141 19.15% 0.6
Shepherd Wealth Management
6865
Shepherd Wealth Management
Ohio
$150M +$3.55M +2% 13.5% – 55 34.55% 0.5
AdviceOne Advisory Services
6866
AdviceOne Advisory Services
Connecticut
$150M +$14.9M +11% 11% – 36 13.89% 0.6
Black Diamond Capital Management I
6867
Black Diamond Capital Management I
$150M – – 3.11% – 14 – 0
Mainstream Capital Management
6868
Mainstream Capital Management
California
$150M +$12.9M +9% 7.95% – 90 10% 0.9
Ball & Co Wealth Management
6869
Ball & Co Wealth Management
Tennessee
$150M +$56.4M +60% 6.95% – 93 27.96% 0.6
Astra Wealth Partners
6870
Astra Wealth Partners
New Jersey
$150M +$19.8M +15% 7.5% – 102 20.59% 0.5
Obsido Oy
6871
Obsido Oy
$150M +$18.4M +14% 6.17% – 20 0% 0.8
C
6872
Croban
Ohio
$150M +$33M +28% 5.79% – 80 8.75% 1.5
Cultivar Capital
6873
Cultivar Capital
Texas
$150M +$11.6M +8% 9.08% 38.3% 42 11.9% 1.2
Exit Wealth Advisors
6874
Exit Wealth Advisors
Georgia
$150M – – 14.1% – 124 – 0
Sentry Investment Management
6875
Sentry Investment Management
Wisconsin
$150M -$31.5M -17% 10.1% 103% 544 11.58% 5.2