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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)
IFS Advisors
7026
IFS Advisors
Kansas
$132M +$9.01M +7% 7.69% 54.2% 205 20% 2.5
Alethea Capital Management
7027
Alethea Capital Management
Washington
$132M -$1.89M -1% 5.51% 275% 33 72.73% 1.3
General Equity Holdings
7028
General Equity Holdings
New York
$132M +$21.8M +20% 48.1% 775% 10 40% 1.1
Columbia Advisory Partners
7029
Columbia Advisory Partners
Washington
$132M +$16.8M +15% 7.25% 69.7% 84 19.05% 1.5
Riverbend Wealth Management
7030
Riverbend Wealth Management
South Carolina
$132M +$20.3M +18% 10% – 144 23.61% 0.4
Affinity Investment Advisors
7031
Affinity Investment Advisors
California
$132M +$9.32M +8% 14.6% 189% 163 32.52% 3.3
Turning Point Benefit Group
7032
Turning Point Benefit Group
Maryland
$132M +$25.1M +23% 6.85% – 80 20% 0.4
SCM
7033
Sunbeam Capital Management
Georgia
$132M +$27M +26% 11.4% – 92 14.13% 0.4
Commons Capital
7034
Commons Capital
Massachusetts
$132M +$23M +21% 18.5% 137% 123 30.89% 1.3
North Dallas Bank & Trust
7035
North Dallas Bank & Trust
Texas
$132M – – 9.18% – 99 – 0
Bruce G. Allen Investments
7036
Bruce G. Allen Investments
Colorado
$132M +$5.62M +4% 5.09% – 1,147 11.07% 1.3
Pine Brook Road Advisors
7037
Pine Brook Road Advisors
New York
$132M +$4.21M +3% 3.39% – 2 0% 1.5
Laraway Financial Advisors
7038
Laraway Financial Advisors
Minnesota
$132M +$5.97M +5% 8.41% 92.3% 125 3.2% 2.9
Comprehensive Money Management Services
7039
Comprehensive Money Management Services
Florida
$132M +$7.96M +6% 4.9% – 189 7.94% 0.5
Obsido Oy
7040
Obsido Oy
$132M +$15.1M +13% 10.2% – 20 0% 0.5
Tradewinds LLC
7041
Tradewinds LLC
North Carolina
$132M -$223M -63% 7.3% – 273 92.67% 0.3
Merkkuri Wealth Advisors
7042
Merkkuri Wealth Advisors
New York
$132M +$15M +13% 7.3% – 86 9.3% 0.9
Catalys Pacific
7043
Catalys Pacific
Japan
$132M -$17M -11% 9.04% – 2 0% 1.5
Catherine Avery Investment Management
7044
Catherine Avery Investment Management
Florida
$132M +$20M +18% 9.75% – 176 14.2% 0.4
Opinicus Capital
7045
Opinicus Capital
Florida
$132M +$18.5M +16% 13.1% – 108 11.11% 1.2
Keystone Financial Services (Nebraska)
7046
Keystone Financial Services (Nebraska)
Nebraska
$132M +$13.5M +11% 8.01% – 51 7.84% 0.4
FWG Investments
7047
FWG Investments
Kentucky
$132M +$46.3M +54% 8.97% – 111 59.46% 0.5
Blantyre Capital
7048
Blantyre Capital
United Kingdom
$132M -$27M -17% 17% – 1 0% 1.5
Moon Capital Management
7049
Moon Capital Management
New York
$132M +$5.28M +4% 8.39% 76.3% 17 52.94% 3.4
AtlasMark Financial
7050
AtlasMark Financial
Texas
$131M +$23.7M +22% 9.44% – 39 0% 4.4