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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)
Banco de Sabadell
7101
Banco de Sabadell
Florida
$153M +$2.29M +2% 4.27% 75.1% 65 4.62% 5.4
Wright Wealth
7102
Wright Wealth
Georgia
$153M – – 3.64% – 61 – 0
Cassady Wealth & Retirement Planning
7103
Cassady Wealth & Retirement Planning
Nevada
$153M – – 2.2% – 97 – 0
North Dallas Bank & Trust
7104
North Dallas Bank & Trust
Texas
$153M – – 2.88% – 109 – 0.4
CMP
7105
Christine Messmer PC
Pennsylvania
$153M – – 3.12% – 79 – 0
Verus Advisory
7106
Verus Advisory
Washington
$153M – – 1.69% – 8 – 0
Nautilus Advisors
7107
Nautilus Advisors
California
$153M +$4.61M +3% 3.17% – 177 5.65% 0.9
City National Bank of Florida
7108
City National Bank of Florida
Florida
$153M +$1.65M +1% 3.22% – 136 9.56% 0.8
AL
7109
Advaya LLP
United Kingdom
$153M – – 3.11% – 7 – 0
LeConte Wealth Management
7110
LeConte Wealth Management
Tennessee
$153M +$3.31M +2% 1.48% – 148 20.95% 0.5
LF
7111
Lighthouse Financial
Florida
$153M +$1.54M +1% 2.99% – 78 11.54% 0.9
Scratch Capital
7112
Scratch Capital
Idaho
$153M +$1.21M +0.8% 1.92% – 70 42.86% 0.7
L1 Global Manager
7113
L1 Global Manager
$153M – – 0.72% – 95 – 0
Mainstream Capital Management
7114
Mainstream Capital Management
California
$153M +$2.35M +2% 2.45% – 90 5.56% 1.1
Caitlin John
7115
Caitlin John
Michigan
$153M +$9.01M +6% 2.98% – 1,018 22.4% 0.4
Cravens & Co Advisors
7116
Cravens & Co Advisors
Tennessee
$153M +$6.22M +4% 2.86% 70.4% 66 16.67% 2.1
Arthedge Capital Management
7117
Arthedge Capital Management
New York
$153M -$4.94M -3% 0.64% 80.7% 11 0% 3.9
Horizons Wealth Management
7118
Horizons Wealth Management
North Carolina
$153M +$5.81M +4% 0.31% – 176 7.39% 2.9
DIS
7119
Diversified Investment Strategies
Louisiana
$153M -$4.79K -0% 3.35% 93.8% 52 5.77% 5.5
Sharp Capital Gestora de Recursos
7120
Sharp Capital Gestora de Recursos
Brazil
$152M +$37.1M +32% 1.9% 61.4% 6 16.67% 1.2
Disciplined Investors
7121
Disciplined Investors
Texas
$152M +$12M +9% 3.35% – 130 14.62% 0.9
Paradigm Strategies in Wealth Management
7122
Paradigm Strategies in Wealth Management
Minnesota
$152M -$3.76M -2% 1.41% 41.2% 55 14.55% 3
Barington Capital Group
7123
Barington Capital Group
New York
$152M +$19.2M +14% 20.7% 71.1% 15 46.67% 1.9
Wilson & Boucher Capital Management
7124
Wilson & Boucher Capital Management
California
$152M +$156K +0.1% 2.15% 69.8% 117 4.27% 3.3
Sentry Investment Management
7125
Sentry Investment Management
Wisconsin
$152M +$2.4M +2% 4.05% 103% 530 3.58% 5.5