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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)
CWMA
7476
Capstone Wealth Management (Alabama)
Alabama
$137M +$7.12M +5% 3.58% – 50 4% 0.9
Cygnus Capital Advisors
7477
Cygnus Capital Advisors
Georgia
$137M – – 2.85% – 158 – 0
Stonepine Capital Management
7478
Stonepine Capital Management
Oregon
$137M +$14M +11% 20.8% 231% 89 60.67% 0.6
Eagle Bay Advisors
7479
Eagle Bay Advisors
New York
$137M +$9.6M +8% 2.74% 85% 262 60.31% 1.4
Paladin Advisory Group
7480
Paladin Advisory Group
Iowa
$137M +$8.67M +7% 3.51% 71.9% 249 5.62% 2.3
Transmarket Holdings
7481
Transmarket Holdings
Illinois
$137M – – 3.93% – 40 – 0
Argyle Capital Partners
7482
Argyle Capital Partners
California
$137M -$2.59M -2% 2.57% – 169 9.47% 0.9
South Shore Capital Advisors
7483
South Shore Capital Advisors
Massachusetts
$137M – – 5.52% – 136 – 1.3
Kore Advisors
7484
Kore Advisors
Florida
$137M -$52.7M -28% 19.6% – 20 20% 0.9
Canaan Partners XI
7485
Canaan Partners XI
California
$137M +$33.9M +33% 54.2% 798% 4 25% 3
Cooksen Wealth
7486
Cooksen Wealth
Texas
$137M +$2.77M +2% 1.86% 70.7% 47 8.51% 1.9
Chapman Investment Management
7487
Chapman Investment Management
California
$137M -$3.88M -3% 2.03% 57.3% 29 6.9% 4
White Knight Strategic Wealth Advisors
7488
White Knight Strategic Wealth Advisors
New Jersey
$137M +$9.7M +8% 3.17% 111% 102 24.51% 2.2
WFA of San Diego
7489
WFA of San Diego
California
$137M -$9.8M -7% 3.08% – 424 7.31% 2.5
CFG
7490
Compass Financial Group
Ohio
$137M – – 0.47% – 47 – 0
TGY2IT
7491
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$137M – – 2.74% – 53 – 0
Morgens Waterfall Vintiadis & Co
7492
Morgens Waterfall Vintiadis & Co
New York
$137M -$9.21M -6% 8.5% 594% 31 54.84% 2
OIA
7493
Oakmont Investment Advisors
Pennsylvania
$137M – – 11% – 118 – 0
Rik Saylor Financial
7494
Rik Saylor Financial
Ohio
$136M -$246K -0.2% 2.71% – 85 4.71% 0.9
PMG Wealth Management
7495
PMG Wealth Management
Illinois
$136M +$5.18M +4% 1.49% – 57 5.26% 0.8
RHDIC
7496
R.H. Dinel Investment Counsel
California
$136M -$18.5M -12% 0.77% 55.9% 42 4.76% 10.2
Wildcat Capital Management
7497
Wildcat Capital Management
New York
$136M -$8.62M -6% 6.66% 77.7% 6 66.67% 2.7
46 Peaks LLC
7498
46 Peaks LLC
Pennsylvania
$136M – – 1.46% – 24 – 0
Muirfield Wealth Advisors
7499
Muirfield Wealth Advisors
North Carolina
$136M +$1.42M +1% 2.44% – 80 15% 1.5
Nvest Wealth Strategies
7500
Nvest Wealth Strategies
Ohio
$136M – – 2.07% – 216 – 0