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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)
William Howard & Co Financial Advisors
7926
William Howard & Co Financial Advisors
Tennessee
$129M +$12.8M +11% 12.5% – 55 3.64% 2
Ridge Creek Global
7927
Ridge Creek Global
Ohio
$129M +$10.6M +9% 14.5% – 95 11.58% 0.4
AFG Fiduciary Services
7928
AFG Fiduciary Services
Massachusetts
$128M -$42.6M -25% 14.4% 72.4% 93 35.48% 2.8
TenCore Partners
7929
TenCore Partners
New York
$128M -$302K -0.2% 8.09% 50.4% 16 18.75% 3.2
Safe Harbor Fiduciary
7930
Safe Harbor Fiduciary
Florida
$128M +$23.4M +22% 23.5% – 68 27.94% 1.1
TT Capital Management
7931
TT Capital Management
California
$128M +$7.08M +6% 2.71% – 82 17.07% 1
Journey Retirement Planning & Investment Management
7932
Journey Retirement Planning & Investment Management
Idaho
$128M +$14.8M +13% 12.7% – 160 20.63% 0.4
Kennon-Green & Company
7933
Kennon-Green & Company
Ohio
$128M +$6.26M +5% 3.9% 58.4% 41 4.88% 2.8
ML
7934
MILFAM LLC
Florida
$128M +$25.9M +25% 4.33% – 13 46.15% 0.1
Journey Beyond Wealth
7935
Journey Beyond Wealth
Georgia
$128M +$11.6M +10% 15.4% – 31 9.68% 1.3
CDKV Holdings
7936
CDKV Holdings
Colorado
$128M +$14.1M +12% 12.3% – 282 4.61% 0.5
Brooklands Fund Management
7937
Brooklands Fund Management
United Kingdom
$128M +$39M +44% 13.3% – 77 70.13% 0.2
Lord & Richards Wealth Management
7938
Lord & Richards Wealth Management
Colorado
$128M +$13.8M +12% 11.7% – 51 5.88% 1.3
Fortune Financial Group
7939
Fortune Financial Group
Florida
$128M +$16.6M +15% 13.2% – 125 37.6% 0.3
SkyView Investment Advisors
7940
SkyView Investment Advisors
New Jersey
$128M -$616M -83% 10.5% 70.3% 489 78.12% 0.9
C2C Wealth Management
7941
C2C Wealth Management
Arizona
$128M +$9.41M +8% 12.2% 77.2% 99 11.11% 3.4
CIS
7942
Continental Investors Services
Washington
$128M +$21.8M +21% 12.1% 76.6% 88 15.91% 2.5
PM
7943
Parametrica Management
Hong Kong
$128M +$39.6M +45% 117% 543% 30 66.67% 1.5
New York University
7944
New York University
New York
$128M +$124M +3,929% 18.8% – 2 100% 0
Financial Concepts Unlimited
7945
Financial Concepts Unlimited
Maine
$128M +$15.9M +14% 15.6% – 47 12.77% 0.2
Twin Lions Management
7946
Twin Lions Management
Connecticut
$128M -$37.9M -23% 13.6% – 10 10% 1.1
Risk Paradigm Group
7947
Risk Paradigm Group
Texas
$128M +$10.3M +9% 6.32% – 60 6.67% 4.5
Osbon Capital Management
7948
Osbon Capital Management
Massachusetts
$127M +$4.96M +4% 27.5% – 541 30.31% 0.9
Parvin Asset Management
7949
Parvin Asset Management
South Dakota
$127M -$11.2M -8% 0.53% – 333 10.81% 1.2
Farley Capital
7950
Farley Capital
New York
$127M +$4.07M +3% 10.6% 105% 18 16.67% 6.2