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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)
Cassilly Financial Group
7726
Cassilly Financial Group
Maryland
$138M +$22.6M +20% 10% – 79 24.05% 0.4
Orca Investment Management
7727
Orca Investment Management
Oregon
$138M +$20.2M +17% 25.2% 139% 61 8.2% 7.9
Approach Retirement Advisors
7728
Approach Retirement Advisors
Alabama
$138M +$17.5M +15% 9.42% – 86 12.79% 0.5
Windsor Advisory Group
7729
Windsor Advisory Group
Ohio
$138M +$18M +15% 9.26% 48.2% 112 40.18% 1.4
Littlejohn Financial Services
7730
Littlejohn Financial Services
Oregon
$138M +$4.5M +3% 10.2% – 86 46.51% 0.8
Soapstone Management
7731
Soapstone Management
Maryland
$138M -$2.9M -2% 3.84% 30.3% 16 43.75% 1.8
Mountaineer Partners Management
7732
Mountaineer Partners Management
New York
$137M -$63.8M -32% 16.3% 158% 17 41.18% 1.6
Rubicon Advisors
7733
Rubicon Advisors
California
$137M +$22.4M +20% 15.6% – 95 30.53% 0.4
Pitti Group Wealth Management
7734
Pitti Group Wealth Management
New York
$137M +$14.1M +11% 9.9% 65.3% 85 5.88% 2.8
GTS Financial
7735
GTS Financial
Minnesota
$137M +$11M +9% 8.61% – 48 25% 0.2
Marquette Associates
7736
Marquette Associates
Illinois
$137M +$45.3M +49% 9.67% – 43 53.49% 1
WealthPoint Financial
7737
WealthPoint Financial
North Carolina
$137M +$17.7M +15% 11% – 132 12.88% 0.4
Ferguson Johnson Wealth Management
7738
Ferguson Johnson Wealth Management
Maryland
$137M +$13.9M +11% 6.9% – 38 10.53% 0.4
Farnam Financial
7739
Farnam Financial
Arizona
$137M +$15.6M +13% 18.7% – 58 24.14% 1.3
Trustco Bank (New York)
7740
Trustco Bank (New York)
New York
$137M +$24.5M +22% 30.8% 131% 78 10.26% 7.4
Sentinel Dome Partners
7741
Sentinel Dome Partners
California
$137M +$32M +30% 4.4% – 40 37.5% 0.3
Stephen J. Garry & Associates
7742
Stephen J. Garry & Associates
New York
$137M +$12.7M +10% 11.4% – 55 7.27% 1.8
Templeton & Phillips Capital Management
7743
Templeton & Phillips Capital Management
Tennessee
$137M +$14.4M +12% 9.54% 74.3% 60 21.67% 1.5
Daytona Street Capital
7744
Daytona Street Capital
Missouri
$137M +$7.23M +6% 14.6% – 340 30% 0.4
Crabel Capital Management
7745
Crabel Capital Management
California
$137M +$126M +1,167% 0.37% 13.9% 58 81.03% 0.3
Syntax Research
7746
Syntax Research
Florida
$137M -$20.3M -13% 11.7% 42.9% 188 12.23% 2.2
Impact Investors
7747
Impact Investors
California
$137M -$7.22M -5% 12.5% – 120 38.33% 1
Stone Wealth Partners
7748
Stone Wealth Partners
Louisiana
$137M +$25.4M +23% 32.3% – 69 23.19% 0.4
Barrier Capital Management
7749
Barrier Capital Management
California
$137M +$22.9M +20% 41.6% 216% 23 52.17% 0.6
Momentum Wealth Planning
7750
Momentum Wealth Planning
Florida
$137M +$24.2M +21% 32% – 43 30.23% 0.7