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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 Time
Held (Qtrs)
CI
7876
CPR Investments
Michigan
$130M -$20M -13% 19.9% 79.3% 72 52.78% 3.4
AIC
7877
Argus Investors Counsel
New York
$130M +$17.4M +15% 26.5% 132% 110 10.91% 22.1
AIP
7878
Avail Investment Partners
Pennsylvania
$130M +$36.2M +39% 18.9% – 210 40% 0.6
MWM
7879
Maimon Wealth Management
Israel
$130M +$15.9M +14% 7.58% – 84 13.1% 1.8
AIS
7880
Advocate Investing Services
Maryland
$130M +$11.8M +10% 11.7% – 484 12.6% 1.8
TIP
7881
Tandem Investment Partners
New Jersey
$130M +$11.8M +10% 9.87% – 79 11.39% 4.9
HOWA
7882
Hudson Oak Wealth Advisory
New Jersey
$130M +$14.6M +13% 19.1% – 54 7.41% 1.9
ECP
7883
Epacria Capital Partners
Colorado
$130M +$458K +0.4% 6.69% 89.1% 30 23.33% 11.8
GSM
7884
Global Strategic Management
Puerto Rico
$130M +$9.11M +8% 11.6% – 27 11.11% 17.3
WC
7885
Wolfstich Capital
Massachusetts
$130M +$15.2M +13% 7.2% – 50 72% 2.8
CTEF
7886
Capital Today Evergreen Fund
Cayman Islands
$129M -$43.5M -25% 25.1% 23.7% 3 0% 12.3
WI
7887
Whitebark Investors
Nevada
$129M +$4.41M +4% 14.7% – 10 10% 4.6
GCWM
7888
Graham Capital Wealth Management
District of Columbia
$129M +$16.7M +15% 5.18% 45.3% 66 22.73% 5.9
SF
7889
Schaeffer Financial
Maryland
$129M +$10.5M +9% 9.15% – 28 14.29% 9.3
DWA
7890
Davis Wealth Advisors
New Hampshire
$129M +$8.93M +7% 11.6% – 82 23.17% 4.4
UCM
7891
Up Capital Management
California
$129M +$40.1M +45% 38% – 21 19.05% 1.5
SCVTA
7892
Santa Clara Valley Transportation Authority
California
$129M +$8.88M +7% 7.25% – 4 0% 7
CAG
7893
Cypress Advisory Group
Arizona
$129M -$2.06M -2% 2.88% – 83 12.05% 4.6
SHFG
7894
S Harris Financial Group
Texas
$129M +$19.4M +18% 12.3% – 129 20.93% 1.5
CIM
7895
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3.15% – 3 0% 6.7
SAM
7896
Sherman Asset Management
California
$129M +$20.2M +19% 16.7% – 157 15.29% 5.2
CW
7897
CrossGen Wealth
North Carolina
$129M +$14.9M +13% 10.7% – 223 14.35% 1.7
KIA
7898
Koenig Investment Advisory
Oregon
$129M +$11M +9% 6.88% – 38 7.89% 1.9
Q1WB
7899
Quest 10 Wealth Builders
Virginia
$129M +$14.6M +13% 13.6% – 833 15.49% 4.8
LRI
7900
Linden Rose Investment
Texas
$129M +$52.5M +69% 122% – 8 25% 3.1