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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)
Collar Capital Management
7026
Collar Capital Management
Wisconsin
$142M +$23.3M +20% 12.2% – 74 13.51% 0.6
Avant Capital
7027
Avant Capital
Louisiana
$142M +$13.2M +10% 7.14% – 81 14.81% 2.6
Nova Wealth Management
7028
Nova Wealth Management
Florida
$142M +$5.83M +4% 7.96% – 770 28.18% 0.6
Genesis Wealth Advisors
7029
Genesis Wealth Advisors
Massachusetts
$142M +$8.55M +6% 6.19% – 64 4.69% 5.9
Bank of Marin
7030
Bank of Marin
California
$142M +$9.21M +7% 7.26% 80.3% 134 8.96% 2.5
Chancellor Financial Group WB
7031
Chancellor Financial Group WB
Pennsylvania
$142M +$12.3M +9% 10.6% – 140 9.29% 0.7
DQRIM
7032
Dale Q Rice Investment Management
Washington
$142M +$21.1M +18% 19.1% – 69 5.8% 0.7
Safir Wealth Advisors
7033
Safir Wealth Advisors
New Hampshire
$142M +$5.27M +4% 5.81% 52.1% 16 18.75% 3.3
Daventry Group
7034
Daventry Group
New York
$141M -$103M -42% 10.9% 26.2% 9 44.44% 1.3
Comprehensive Money Management Services
7035
Comprehensive Money Management Services
Florida
$141M +$9.49M +7% 7.09% – 191 6.28% 0.7
Value Base
7036
Value Base
Israel
$141M -$33.8M -19% 14.1% – 7 0% 0.7
Basepoint Wealth
7037
Basepoint Wealth
Iowa
$141M +$11.7M +9% 13.8% 113% 108 7.41% 2.7
Comprehensive Wealth Management
7038
Comprehensive Wealth Management
Washington
$141M +$16.9M +14% 5.22% 36.9% 39 0% 1.5
JDH Wealth Management
7039
JDH Wealth Management
California
$141M +$10.3M +8% 7.9% – 51 3.92% 0.7
Campion Asset Management
7040
Campion Asset Management
Virginia
$141M +$7.6M +6% 7.41% 70.2% 84 5.95% 3.7
Flavin Financial Services
7041
Flavin Financial Services
Florida
$141M +$37.7M +37% 6.61% – 73 15.07% 0.6
Gibson Wealth Advisors
7042
Gibson Wealth Advisors
Texas
$141M +$6.17M +5% 6.64% – 41 24.39% 3.2
Strategic Value Bank Partners
7043
Strategic Value Bank Partners
Ohio
$141M -$34.3M -20% 8.61% 98.1% 16 18.75% 2.6
Chapman Investment Management
7044
Chapman Investment Management
California
$141M -$2.7M -2% 0.74% 44% 32 18.75% 3.7
Mosaic Financial Group
7045
Mosaic Financial Group
Illinois
$141M +$9.8M +8% 6.36% – 124 12.9% 1.2
Disciplined Investors
7046
Disciplined Investors
Texas
$140M +$12.1M +9% 7.36% – 126 11.11% 0.7
Illumine Investment Management
7047
Illumine Investment Management
Washington
$140M +$14.7M +12% 13% – 94 10.64% 0.7
Washington Growth Strategies
7048
Washington Growth Strategies
District of Columbia
$140M +$9.36M +7% 8.45% – 53 3.77% 0.8
Longview Financial Advisors
7049
Longview Financial Advisors
Alabama
$140M +$22.5M +19% 5.5% 47.4% 45 11.11% 1.4
WealthGarden F.S.
7050
WealthGarden F.S.
California
$140M +$19.7M +16% 7.44% – 157 19.11% 0.9