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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)
CAG
7501
Cypress Advisory Group
Arizona
$136M +$1.09M +0.8% 3.24% – 74 12.16% 0.8
Sacks & Associates
7502
Sacks & Associates
New Jersey
$136M – – 1.99% – 79 – 0
Michels Family Financial
7503
Michels Family Financial
Texas
$136M +$7.7M +6% 2.43% – 138 4.35% 0.9
Haven Global Partners
7504
Haven Global Partners
Georgia
$136M -$3.44M -2% 7.64% – 11 9.09% 0.9
Redpoint Management
7505
Redpoint Management
California
$136M -$30.2M -18% 9.61% 20.6% 5 40% 2.7
Axos Invest
7506
Axos Invest
Nevada
$136M +$2.54M +2% 1.94% – 24 16.67% 1
Pollock Investment Advisors
7507
Pollock Investment Advisors
Michigan
$136M +$8.32M +7% 1.05% – 41 2.44% 1
Kennondale Capital Management
7508
Kennondale Capital Management
Virginia
$136M +$5.32M +4% 4.37% – 88 12.5% 0.9
Barrier Capital Management
7509
Barrier Capital Management
California
$136M +$837K +0.6% 3.03% 216% 20 65% 0.7
Seneschal Advisors
7510
Seneschal Advisors
Washington
$136M -$1.97M -1% 1.27% – 619 9.53% 0.3
Vantus Wealth
7511
Vantus Wealth
Pennsylvania
$136M – – 3.16% – 196 – 0
Accuvest Global Advisors
7512
Accuvest Global Advisors
Utah
$136M -$24.7M -15% 4.84% 163% 102 50% 0.8
Littlejohn Financial Services
7513
Littlejohn Financial Services
Oregon
$136M -$1.45M -1% 1.7% – 68 25% 0.7
Soapstone Management
7514
Soapstone Management
Maryland
$136M -$11.6M -8% 5.46% 30.3% 15 26.67% 2.9
Wallace Hart
7515
Wallace Hart
Kentucky
$136M -$270K -0.2% 2.74% – 65 41.54% 0.5
Center for Wealth Management Advisory
7516
Center for Wealth Management Advisory
Ohio
$136M – – 2.57% – 61 – 0
Spartan Planning & Wealth Management
7517
Spartan Planning & Wealth Management
North Carolina
$136M +$7.48M +6% 4.37% – 95 36.84% 1.4
Networth Advisors
7518
Networth Advisors
Pennsylvania
$135M – – 1.84% – 385 – 0
Fortress Financial Group
7519
Fortress Financial Group
Minnesota
$135M +$5.03M +4% 2.45% – 87 12.64% 0.8
Clearwave Capital
7520
Clearwave Capital
California
$135M – – 3.31% – 138 – 0
BGI
7521
B Group Inc
Texas
$135M -$514K -0.4% 85.2% – 22 36.36% 0.8
Womack Financial
7522
Womack Financial
Texas
$135M +$3.66M +3% 3.61% – 70 8.57% 0.9
Winnow Wealth
7523
Winnow Wealth
Texas
$135M +$7.64M +6% 1.25% – 662 24.62% 0.3
Platt Investment Counsel
7524
Platt Investment Counsel
Florida
$135M +$8.36M +7% 1.34% 62.9% 13 15.38% 2.6
CVS Health
7525
CVS Health
Rhode Island
$135M +$32.4M +32% 1.72% 50% 9 66.67% 1.2