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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)
Constant Guidance Financial
7351
Constant Guidance Financial
Massachusetts
$142M +$16.9M +14% 1.45% 79.6% 60 60% 0.6
Mountain Capital Management
7352
Mountain Capital Management
Texas
$142M – – 17.4% – 1 – 0
Buckley Capital Advisors
7353
Buckley Capital Advisors
Florida
$142M – – 9.05% – 15 – 0
Hopwood Financial Services
7354
Hopwood Financial Services
Virginia
$142M -$7.58M -5% 1.85% – 310 70.97% 1
Ibex Investors
7355
Ibex Investors
Colorado
$142M +$21.2M +18% 7.77% 1.71% 16 31.25% 1.1
GreatBanc Trust
7356
GreatBanc Trust
Illinois
$142M -$4.15M -3% 2.18% – 77 7.79% 0.2
Villanova Investment Management
7357
Villanova Investment Management
Pennsylvania
$142M -$2.46M -2% 3.59% – 61 13.11% 1.2
Visa Foundation
7358
Visa Foundation
California
$142M +$2.96M +2% 2.13% 58.1% 1 0% 4
HAM
7359
Hedges Asset Management
Nevada
$142M +$11.2M +9% 5.25% – 112 12.5% 2.8
Cannon Advisors
7360
Cannon Advisors
North Carolina
$142M -$6.82M -5% 4.32% – 87 9.2% 0.9
Cannon Wealth Management Services
7361
Cannon Wealth Management Services
North Carolina
$142M +$9.6M +7% 1.5% – 86 8.14% 1.1
S.R. Schill & Associates
7362
S.R. Schill & Associates
Washington
$142M -$761K -0.5% 0.84% 42.7% 26 7.69% 4.1
Sound Financial Strategies Group
7363
Sound Financial Strategies Group
Mississippi
$142M +$4.64M +3% 0.54% 27.1% 123 23.58% 1.5
TPC
7364
Twin Peaks Capital
$142M – – 10.5% – 11 – 0
BTC
7365
Bank & Trust Company
Illinois
$142M +$6.24M +5% 5.97% – 302 6.95% 1.4
Marvin & Palmer Associates
7366
Marvin & Palmer Associates
Delaware
$142M +$7.01M +5% 10.7% 392% 36 50% 0.5
HFAS
7367
Hummer Financial Advisory Services
Illinois
$142M +$4.22M +3% 3.15% 71.8% 121 9.09% 4
Northeast Planning Associates NH
7368
Northeast Planning Associates NH
New Hampshire
$142M +$23.7M +20% 12.9% – 57 19.3% 0.7
Aegon USA Investment Management
7369
Aegon USA Investment Management
Iowa
$141M -$5.33M -4% 1.75% 44.9% 45 8.89% 1.9
Arsenal Capital Advisors
7370
Arsenal Capital Advisors
Pennsylvania
$141M – – 1.71% – 98 – 0
JWM
7371
JP Wealth Management
South Carolina
$141M -$7.17M -5% 2.18% – 16 6.25% 0.8
Flagship Capital Management
7372
Flagship Capital Management
Pennsylvania
$141M – – 5.56% – 47 – 0
Kerntke Otto McGlone Wealth Management Group
7373
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 2.6% 64.9% 90 11.11% 2.8
Lykos Global Management
7374
Lykos Global Management
Connecticut
$141M – – 14.3% – 36 – 0
IUC
7375
Ivory Union Consulting
$141M – – 2.54% – 4 – 0