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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)
M.E. Allison & Co
7776
M.E. Allison & Co
Texas
$90.7M – – 4.47% – 143 – 0
First Financial Group
7777
First Financial Group
North Carolina
$90.4M – – 1.11% – 66 – 0
Yost Capital Management
7778
Yost Capital Management
Texas
$90M -$6.78M -7% 6.32% 125% 18 33.33% 1.1
Flight Deck Capital
7779
Flight Deck Capital
California
$89.9M +$4.41M +5% 17.7% 379% 17 52.94% 0.9
PWM
7780
Pinnacle Wealth Management
California
$89.8M +$6.21M +7% 24% 194% 43 34.88% 1.2
Grantvest Financial Group
7781
Grantvest Financial Group
New Jersey
$89.5M – – 1.69% – 121 – 0
IronOak Wealth
7782
IronOak Wealth
Texas
$89.3M – – 11.5% – 64 – 0
Verus Wealth Management
7783
Verus Wealth Management
Wisconsin
$89.2M – – 1.77% – 53 – 0
City Center Advisors LLC
7784
City Center Advisors LLC
Michigan
$89.1M -$872K -1% 1.38% – 190 36.84% 0.5
Birch Financial Group
7785
Birch Financial Group
New Hampshire
$88.9M – – 3.87% – 85 – 0
Navigation Wealth Management
7786
Navigation Wealth Management
Colorado
$88.8M -$3.87M -4% 1.54% 46.5% 7 28.57% 0.6
Signify Wealth
7787
Signify Wealth
Missouri
$88.6M +$6.98M +9% 5.61% 36.7% 31 19.35% 1.4
Sulzberger Capital Advisors
7788
Sulzberger Capital Advisors
Florida
$88.4M – – 2.71% – 59 – 0
Unified Investment Management
7789
Unified Investment Management
Georgia
$88M – – 0.69% – 112 – 0
CCA
7790
Covey Capital Advisors
Georgia
$88M -$2.59M -3% 7.33% 118% 37 8.11% 4.1
Massar Capital Management
7791
Massar Capital Management
Connecticut
$87.9M – – 6.2% – 47 – 0
Partners Wealth Management
7792
Partners Wealth Management
California
$87.9M – – 1.64% – 112 – 0
Advanced Portfolio Management
7793
Advanced Portfolio Management
New York
$87.6M -$9.6M -10% 1.68% 19.8% 80 86.25% 0.2
Hobbs Wealth Management
7794
Hobbs Wealth Management
Indiana
$87.5M – – 0.52% – 41 – 0
Cypress Capital Management (Wyoming)
7795
Cypress Capital Management (Wyoming)
Wyoming
$87.4M -$5.11M -6% 0.13% 161% 168 14.29% 4.6
DRH Investments
7796
DRH Investments
California
$87.1M -$9M -9% 0.47% 81.2% 16 31.25% 2.5
Brooklands Fund Management
7797
Brooklands Fund Management
United Kingdom
$86.9M – – – – 62 – 0
Mountain Lake Investment Management
7798
Mountain Lake Investment Management
Florida
$86.8M -$8.27M -9% 5.57% 64% 32 31.25% 1.7
Versant Venture Management
7799
Versant Venture Management
California
$86.7M +$23.2M +36% 0.13% 409% 8 37.5% 2
Board of the Pension Protection Fund
7800
Board of the Pension Protection Fund
United Kingdom
$86.6M – – 5.14% – 135 – 0