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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)
Barington Capital Group
7401
Barington Capital Group
New York
$110M +$15.3M +16% 1.32% 71.1% 10 20% 2.9
City National Bank of Florida
7402
City National Bank of Florida
Florida
$110M – – 2.1% – 117 – 0
Cyr Financial
7403
Cyr Financial
Illinois
$110M +$2.57M +2% 0.48% – 61 40.98% 0.3
Divco West Real Estate Services
7404
Divco West Real Estate Services
California
$110M -$4.32M -4% 2.78% 2.32% 4 0% 2
CVFG LLC
7405
CVFG LLC
Indiana
$110M – – 1.78% – 88 – 0
Fairway Financial
7406
Fairway Financial
Florida
$110M – – 0.9% – 21 – 0
M Wealth Management LLC
7407
M Wealth Management LLC
California
$110M – – 1.09% – 44 – 0
EMB
7408
Elefante Mark B
$110M – – 0.64% – 50 – 4.4
Minot DeBlois Advisors
7409
Minot DeBlois Advisors
Massachusetts
$109M – – 0.51% – 309 – 0
Spartan Planning & Wealth Management
7410
Spartan Planning & Wealth Management
North Carolina
$109M – – 4.16% – 71 – 1.8
SageOak Financial
7411
SageOak Financial
Oklahoma
$109M – – 2.32% – 45 – 0
Somerset Group
7412
Somerset Group
Minnesota
$109M +$960K +0.9% 2.21% 84.6% 62 1.61% 6.6
Plan A Wealth
7413
Plan A Wealth
Nebraska
$109M – – 1.44% – 95 – 0
Sherman Asset Management
7414
Sherman Asset Management
California
$109M – – 1.8% – 176 – 0
Michels Family Financial
7415
Michels Family Financial
Texas
$109M – – 0.9% – 121 – 0
LWM
7416
Lighthouse Wealth Management
Ohio
$109M – – 0.64% – 36 – 0
Kropog Financial Group
7417
Kropog Financial Group
Louisiana
$109M – – 1.21% – 27 – 0
MFG Wealth Management
7418
MFG Wealth Management
Indiana
$109M – – 6.71% – 52 – 0
Arrow Capital
7419
Arrow Capital
Australia
$109M – – 0.64% – 35 – 0
LM Asset (IM) Inc
7420
LM Asset (IM) Inc
British Columbia, Canada
$109M – – 9.93% – 10 – 0
Guided Capital Wealth Management
7421
Guided Capital Wealth Management
Texas
$109M – – 4.79% – 30 – 0
Keystone Financial Services (Nebraska)
7422
Keystone Financial Services (Nebraska)
Nebraska
$109M – – 0.79% – 44 – 0
Square Peg Capital
7423
Square Peg Capital
Australia
$109M – – 15.9% – 8 – 0
Magma Venture Partners General Partner
7424
Magma Venture Partners General Partner
Israel
$109M -$22.5M -17% 17.1% 4.7% 3 0% 3
Avant Financial Advisors
7425
Avant Financial Advisors
Texas
$109M – – 1.98% – 64 – 0