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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)
Haven Capital Group
8001
Haven Capital Group
California
$125M +$16.8M +16% 20.5% – 40 15% 1.2
Platt Wealth Management
8002
Platt Wealth Management
California
$124M +$21.8M +21% 14.2% – 58 15.52% 0.4
Bristlecone Value Partners
8003
Bristlecone Value Partners
California
$124M +$10.7M +9% 11.8% – 71 5.63% 0.4
Miller Financial Services
8004
Miller Financial Services
Michigan
$124M +$32.9M +36% 7.8% – 152 27.63% 0.9
EDMP Inc
8005
EDMP Inc
Florida
$124M +$555K +0.4% 6.25% 78% 76 14.47% 4.3
Sherwood Financial Partners
8006
Sherwood Financial Partners
California
$124M +$11.1M +10% 10.2% – 8 0% 1.3
Palatine Hill Wealth Management
8007
Palatine Hill Wealth Management
Michigan
$124M +$9.29M +8% 11.6% – 57 19.3% 0.4
Concorde Financial
8008
Concorde Financial
Texas
$124M -$3.19M -3% 0.13% 81.3% 26 0% 3.1
Prospect Financial Group
8009
Prospect Financial Group
Virginia
$124M +$15.8M +15% 12.6% – 72 15.28% 1.2
Connecticut Capital Management Group
8010
Connecticut Capital Management Group
Connecticut
$124M +$18.3M +17% 17.7% – 133 21.05% 0.4
Opus Financial Solutions
8011
Opus Financial Solutions
Illinois
$124M +$17.9M +17% 8.3% – 118 18.64% 0.4
Burnham & Co
8012
Burnham & Co
Michigan
$124M – – 13.1% – 197 – 0
Conquis Financial
8013
Conquis Financial
California
$124M +$3.37M +3% 10.8% – 54 0% 1.4
Robocap Asset Management
8014
Robocap Asset Management
United Kingdom
$124M +$30.5M +33% 85.1% 259% 26 26.92% 2
Corps Capital Advisors
8015
Corps Capital Advisors
Texas
$124M +$8.73M +8% 23.3% – 110 22.73% 0.9
Clarion Wealth Managment Partners
8016
Clarion Wealth Managment Partners
Virginia
$124M +$13.5M +12% 12.3% – 92 14.13% 0.9
CI
8017
Cria Inc
New York
$124M -$13.9M -10% 9.35% – 2 0% 0.5
WWMP
8018
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$124M +$12.4M +11% 12.9% – 117 25.64% 0.4
Friends of the Cornell Lab of Ornithology
8019
Friends of the Cornell Lab of Ornithology
Connecticut
$124M +$17.9M +17% 14.4% – 5 0% 0.5
Infinity Wealth Counsel
8020
Infinity Wealth Counsel
Ohio
$124M +$14.9M +14% 8.52% – 67 8.96% 1.3
DB Fitzpatrick & Co
8021
DB Fitzpatrick & Co
Idaho
$124M +$6.93M +6% 7.7% 42.7% 112 16.07% 2.6
AG Asset Advisory
8022
AG Asset Advisory
California
$124M +$3.06M +3% 6.18% – 28 10.71% 1.2
Legacy Solutions LLC
8023
Legacy Solutions LLC
Pennsylvania
$124M +$15.7M +15% 11.5% – 88 12.5% 1.2
Niles Investment Management
8024
Niles Investment Management
Florida
$123M +$12.1M +11% 26.3% – 39 87.18% 0.1
City Center Advisors LLC
8025
City Center Advisors LLC
Michigan
$123M +$15.3M +14% 17.9% – 191 29.84% 1.1