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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)
Rydar Equities
7326
Rydar Equities
Texas
$125M -$1.7M -1% 9.62% – 104 19.23% 0.2
Carbahal Olsen Financial Services Group
7327
Carbahal Olsen Financial Services Group
California
$125M +$7.34M +6% 8% – 39 12.82% 0.6
DKM Wealth Management
7328
DKM Wealth Management
California
$125M +$8.62M +7% 9.16% – 66 15.15% 0.6
PCG Asset Management
7329
PCG Asset Management
New Jersey
$125M +$8.21M +7% 6.98% – 80 8.75% 0.7
K2 Financial
7330
K2 Financial
California
$124M +$11.1M +10% 4.67% – 59 1.69% 0.7
Christian Investment Advisors
7331
Christian Investment Advisors
Texas
$124M -$20.1M -14% 4.31% – 13 23.08% 0.6
Arbor Capital Management (Alaska)
7332
Arbor Capital Management (Alaska)
Alaska
$124M +$9.7M +8% 7.06% 62.7% 109 9.17% 2.3
Wallace Advisory Group
7333
Wallace Advisory Group
California
$124M -$13.4M -10% 5.39% 50.9% 187 18.18% 1.9
Robert Wood Johnson Foundation
7334
Robert Wood Johnson Foundation
New Jersey
$124M +$11.1M +10% 19.8% 3.79% 3 66.67% 2.8
QC
7335
Qalhat Capital
British Virgin Islands
$124M -$579M -82% 10.3% 90.3% 4 75% 0.8
Boreal Capital Management
7336
Boreal Capital Management
Florida
$124M +$3.09M +3% 6.7% – 565 22.48% 0.2
Fairman Group
7337
Fairman Group
Pennsylvania
$124M +$2.6M +2% 2.35% 46.8% 284 13.03% 1.5
JAIC
7338
Josh Arnold Investment Consultant
Minnesota
$124M +$8.91M +8% 19.1% 272% 19 57.89% 0.9
SCP Investment
7339
SCP Investment
California
$124M -$530K -0.4% 5.14% 32.8% 52 40.38% 1.6
HB
7340
Hauser Brothers
Germany
$124M +$23.6M +23% 37.9% – 7 14.29% 1.7
Joel Adams & Associates
7341
Joel Adams & Associates
North Carolina
$124M +$11M +10% 4.84% – 66 12.12% 0.7
Lakeshore Capital Group
7342
Lakeshore Capital Group
Illinois
$124M +$11.1M +10% 8.02% – 79 1.27% 0.6
Orcam Financial Group
7343
Orcam Financial Group
California
$124M +$8.73M +8% 5.4% 40% 55 7.27% 2.3
Diker Management
7344
Diker Management
New York
$124M +$17.4M +16% 12.6% 210% 42 28.57% 2.4
Lesa Sroufe & Co
7345
Lesa Sroufe & Co
Washington
$124M +$14.9M +14% 18.8% – 73 9.59% 5.2
Ventas Inc
7346
Ventas Inc
Illinois
$124M – – 3% – 1 – 0.8
Fiduciary Advisors Inc
7347
Fiduciary Advisors Inc
Missouri
$124M +$10.1M +9% 5.89% – 102 10.78% 0.7
Integras Partners
7348
Integras Partners
Georgia
$124M +$24.5M +25% 6.16% – 62 17.74% 0.6
OEP Capital Advisors
7349
OEP Capital Advisors
New York
$124M -$6.63M -5% 5.09% 23.2% 1 0% 4.8
OF
7350
Outfitter Financial
Maine
$124M +$6.32M +5% 6.86% 97.6% 78 10.26% 3.2