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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)
GA
6876
Gordian Advisors
Arizona
$140M +$13.9M +11% 8.79% – 46 17.39% 1
SFG
6877
Somnio Financial Group
Connecticut
$140M – – 6.19% – 13 – 1
CCM
6878
Crew Capital Management
Ohio
$140M +$17M +14% 11.1% 104% 167 42.51% 2.1
HIM
6879
Hanlon Investment Management
New Jersey
$139M +$6.91M +5% 12.7% 80.6% 192 29.69% 1.8
RWS
6880
Rochester Wealth Strategies
Michigan
$139M +$13.5M +11% 6.76% – 26 23.08% 0.2
LIA
6881
LSP Investment Advisors
New York
$139M +$23M +20% 11.6% 79.5% 21 4.76% 3.1
EMC
6882
Everest Management Corp
California
$139M +$29.5M +27% 13.1% – 68 29.41% 0.4
BA
6883
Brightwater Advisory
Florida
$139M +$12.6M +10% 6.74% – 63 7.94% 1.3
OL
6884
OneFund LLC
Florida
$139M +$41M +42% 14.2% – 506 74.7% 0.3
DWS
6885
Dynamic Wealth Strategies
California
$139M +$18.6M +15% 6.62% – 246 10.16% 0.6
MSF
6886
Mustard Seed Financial
Arkansas
$139M +$14.5M +12% 7.42% – 87 8.05% 1.3
AFP
6887
Alpha Financial Partners
Kentucky
$139M +$14.2M +11% 9.35% 61.8% 100 26% 0.8
SOWAS
6888
Silver Oak Wealth Advisors Services
California
$139M +$26.6M +24% 7.97% – 38 18.42% 0.4
XXIP
6889
Xiamen Xinweidachuang Investment Partnership
China
$139M +$9.77M +8% 7.58% 66.6% 1 0% 3.5
SO
6890
Sierra Ocean
California
$139M +$12M +9% 8.41% – 1,132 16.52% 0.4
AFA
6891
Antonelli Financial Advisors
Michigan
$139M +$14.3M +12% 10.1% – 48 8.33% 0.5
PWM
6892
Parkworth Wealth Management
California
$139M +$13.2M +11% 7.76% – 1,404 16.31% 0.4
TPW
6893
Turn8 Private Wealth
$138M +$10.5M +8% 11.5% – 54 24.07% 0.4
MVA
6894
Mount Vernon Associates
Maryland
$138M +$15.8M +13% 14.1% 119% 56 8.93% 7.3
TPCM
6895
Templeton & Phillips Capital Management
Tennessee
$138M -$610K -0.4% 5.68% 74.3% 52 19.23% 1.3
CC
6896
Cultivar Capital
Texas
$138M +$14.1M +11% 1.47% 38.3% 43 39.53% 1
TA
6897
TPG Advisors
Illinois
$138M +$11.4M +9% 8% – 98 9.18% 0.8
ADMI
6898
Albert D. Mason Inc
Massachusetts
$138M -$8.92M -6% 6.53% 82% 151 9.93% 6
PSFG
6899
Park Square Financial Group
Georgia
$138M +$12.1M +10% 15.3% – 1,055 13.36% 0.4
HCWM
6900
Hidden Cove Wealth Management
Washington
$138M +$11.6M +9% 8.01% – 81 30.86% 0.4