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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)
Hutchinson Financial Advisors
7626
Hutchinson Financial Advisors
Virginia
$102M +$12.5M +14% 6.85% – 67 13.43% 0.2
SWP Investment Management
7627
SWP Investment Management
Ohio
$102M +$17.2M +20% 11.2% – 49 22.45% 0.4
CIA
7628
Cape Investment Advisory
Georgia
$102M -$172M -63% 5.43% 72.5% 1,230 36.1% 1.7
Lionsbridge Wealth Management
7629
Lionsbridge Wealth Management
Florida
$102M +$1.02M +1% 10.6% 65.5% 66 24.24% 1.7
Superstring Capital Management
7630
Superstring Capital Management
New York
$102M +$17M +20% 56.4% – 52 63.46% 0.5
Seven Six Capital Management
7631
Seven Six Capital Management
New York
$101M -$8.58M -8% 4.48% – 26 7.69% 0.6
BG Investment Services
7632
BG Investment Services
Guam
$101M +$21.4M +27% 7.01% – 48 20.83% 1.2
Clarion Wealth Managment Partners
7633
Clarion Wealth Managment Partners
Virginia
$101M +$10M +11% 9.1% – 84 5.95% 0.2
Partners Wealth Management
7634
Partners Wealth Management
California
$101M +$13.5M +15% 6.06% – 136 25.74% 0.6
Mann Financial Group
7635
Mann Financial Group
Minnesota
$101M – – 5.98% – 32 – 0
Centerbridge Partners
7636
Centerbridge Partners
New York
$101M -$332M -77% 7.32% 15.9% 6 33.33% 2.3
Traub Capital Management
7637
Traub Capital Management
Massachusetts
$101M -$6.97M -6% 7.46% – 564 78.19% 0.2
Blake Schutter Theil Wealth Advisors
7638
Blake Schutter Theil Wealth Advisors
Ohio
$101M +$13M +15% 6.44% – 111 10.81% 0.8
American Wealth Advisors
7639
American Wealth Advisors
Georgia
$101M – – 6.34% – 134 – 0
OFC Financial Planning
7640
OFC Financial Planning
New Jersey
$101M +$6.8M +7% 11% – 56 3.57% 0.7
PCMN
7641
Paradigm Capital Management (Nevada)
Nevada
$101M -$318K -0.3% 6% – 64 12.5% 2.5
Putney Financial Group
7642
Putney Financial Group
California
$101M +$1.77M +2% 13.5% – 294 74.15% 0.7
Otter Creek Advisors
7643
Otter Creek Advisors
Florida
$101M -$40.4M -29% 8.1% 173% 46 52.17% 0.9
PBK
7644
Peoples Bank (Kansas)
Kansas
$101M -$48.4M -32% 7.75% 74.5% 121 20.66% 1.8
MKD Wealth Coaches
7645
MKD Wealth Coaches
Michigan
$100M +$5.53M +6% 6.72% – 26 3.85% 3.6
John Boyer Inc
7646
John Boyer Inc
Florida
$100M – – 8.39% – 38 – 0
Portus Wealth Advisors
7647
Portus Wealth Advisors
North Carolina
$100M – – 9.6% – 52 – 0
Unified Investment Management
7648
Unified Investment Management
Georgia
$100M +$6.94M +7% 7.73% – 139 12.23% 0.6
Cruiser Capital Advisors
7649
Cruiser Capital Advisors
Connecticut
$100M -$125M -56% 25.4% 192% 64 34.38% 1.6
Provident Company of the Employees of the Hebrew University
7650
Provident Company of the Employees of the Hebrew University
Israel
$100M -$253K -0.3% 4.41% – 32 6.25% 1.1