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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)
Red Mountain Financial
8076
Red Mountain Financial
Colorado
$106M +$4.28M +4% 2.32% – 80 6.25% 1.7
Opus Financial Solutions
8077
Opus Financial Solutions
Illinois
$106M +$182K +0.2% 0.03% – 113 17.7% 0.2
Real Talk Capital
8078
Real Talk Capital
Tennessee
$106M +$5.69M +6% 2.64% – 97 9.28% 1
Midway Capital Research & Management
8079
Midway Capital Research & Management
Illinois
$106M +$3.45M +3% 0.55% – 117 59.83% 0.1
Snowwater Investment Partners
8080
Snowwater Investment Partners
Connecticut
$106M -$2.58M -2% 0% – 96 12.5% 0.2
Merrithew & Thorsten Inc
8081
Merrithew & Thorsten Inc
California
$106M +$11.5M +12% 3.96% – 116 3.45% 0.2
Town Lane Management
8082
Town Lane Management
New York
$106M +$606K +0.6% 4.38% – 4 0% 0.3
Friends of the Cornell Lab of Ornithology
8083
Friends of the Cornell Lab of Ornithology
Connecticut
$106M +$1.65M +2% 1.61% – 5 0% 0.3
3 Factor Indexing
8084
3 Factor Indexing
California
$106M – – 1.08% – 453 – 0
Connecticut Capital Management Group
8085
Connecticut Capital Management Group
Connecticut
$106M +$1.39M +1% 0.16% – 119 18.49% 0.2
CIS
8086
Continental Investors Services
Washington
$106M +$28.3M +36% 0.72% 76.6% 85 20% 2.4
PWM
8087
Pathway Wealth Management
Texas
$106M -$3.84M -4% 4.19% – 32 15.63% 0.2
Kids Capital Management
8088
Kids Capital Management
California
$106M -$28.8M -21% 13.8% – 14 21.43% 1.9
TAR
8089
Trask Adam Roland
$106M – – 8.79% – 190 – 0
Ishara Investments
8090
Ishara Investments
California
$106M +$18.2M +21% 1.21% – 56 66.07% 0.1
Littlejohn & Co
8091
Littlejohn & Co
Connecticut
$106M -$86.4M -45% 23.7% 56.2% 21 19.05% 3.3
Bayhunt Capital
8092
Bayhunt Capital
California
$106M -$75.5M -42% 0.74% – 26 53.85% 0.2
Timmons Wealth Management
8093
Timmons Wealth Management
Massachusetts
$106M +$3.89M +4% 1.02% – 77 9.09% 0.2
Dara Capital US
8094
Dara Capital US
Florida
$105M -$7.51M -7% 5.85% – 119 0% 0.3
Auctus Advisors
8095
Auctus Advisors
North Carolina
$105M -$3.09M -3% 4.55% – 29 10.34% 0.2
Aldebaran Financial
8096
Aldebaran Financial
$105M -$2.76M -3% 1.2% 89.7% 81 11.11% 6.1
Sentinel Dome Partners
8097
Sentinel Dome Partners
California
$105M -$41.9M -29% 0.99% – 35 40% 0.2
Helium Advisors
8098
Helium Advisors
Washington
$105M +$6.36M +6% 2.17% – 99 23.23% 0.9
ACA
8099
Alpha Capital Advisors
Maine
$105M -$2.71M -3% 1.82% – 33 3.03% 0.3
Northland Securities
8100
Northland Securities
Minnesota
$105M +$751K +0.7% 2.75% – 118 15.25% 0.2