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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)
Sentinel Dome Partners
8101
Sentinel Dome Partners
California
$105M -$41.9M -29% 0.99% – 35 40% 0.2
Helium Advisors
8102
Helium Advisors
Washington
$105M +$6.36M +6% 2.17% – 99 23.23% 0.9
ACA
8103
Alpha Capital Advisors
Maine
$105M -$2.71M -3% 1.82% – 33 3.03% 0.3
Northland Securities
8104
Northland Securities
Minnesota
$105M +$751K +0.7% 2.75% – 118 15.25% 0.2
Safe Harbor Fiduciary
8105
Safe Harbor Fiduciary
Florida
$105M -$8.17M -7% 0.72% – 229 75.11% 1.2
Sycamore Partners Management
8106
Sycamore Partners Management
New York
$105M +$46.8M +80% 81.1% 31.8% 2 0% 2.3
American National Bank of Texas
8107
American National Bank of Texas
Texas
$105M +$826K +0.8% 0.62% – 61 13.11% 0.4
Artesa Financial Group
8108
Artesa Financial Group
Texas
$105M +$7.73M +8% 6.62% – 57 19.3% 0.2
Expressive Wealth
8109
Expressive Wealth
Illinois
$105M +$12.3M +13% 0.06% – 167 49.1% 0.2
Weaver C. Barksdale & Associates
8110
Weaver C. Barksdale & Associates
Tennessee
$105M +$9.6M +10% 4.52% 52.2% 64 6.25% 6.4
Palladiem
8111
Palladiem
Pennsylvania
$105M -$687K -0.7% 0.26% – 170 10.59% 1.2
FCM
8112
Fell Capital Management
California
$105M +$2.23M +2% 0.65% – 92 3.26% 0.2
Signet Private Wealth
8113
Signet Private Wealth
Illinois
$105M +$264K +0.3% 0.46% – 138 29.71% 0.2
Waycross Investment Management
8114
Waycross Investment Management
Washington
$105M -$9.03M -8% 0.06% 49.6% 50 18% 2.1
McLaughlin Asset Management
8115
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 0.57% – 97 12.37% 0.2
JHP Wealth Management
8116
JHP Wealth Management
Colorado
$105M +$1.34M +1% 1.17% – 34 8.82% 0.2
Guardian Capital (Pennsylvania)
8117
Guardian Capital (Pennsylvania)
Pennsylvania
$105M -$7.16M -6% 0.49% – 98 27.55% 0.2
CDM Financial Counseling Services
8118
CDM Financial Counseling Services
Connecticut
$105M -$2.25M -2% 3.11% – 83 4.82% 0.2
Forteris Wealth Management
8119
Forteris Wealth Management
New York
$104M +$2.88M +3% 1.32% – 72 12.5% 0.2
Hanseatic Management Services
8120
Hanseatic Management Services
New Mexico
$104M – – 15.8% – 80 – 0.8
Purewater Capital
8121
Purewater Capital
Texas
$104M – – 3.42% – 67 – 0
Kilner Capital Advisors
8122
Kilner Capital Advisors
Maryland
$104M -$371K -0.4% 3.55% – 20 10% 0.3
Stonebridge Wealth Management
8123
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 1.8% – 38 5.26% 0.7
BFI Wealth Solutions
8124
BFI Wealth Solutions
Texas
$104M -$702K -0.7% 1.07% – 76 5.26% 0.2
Trailhead Planners
8125
Trailhead Planners
Minnesota
$104M +$2.39M +2% 2.38% – 52 7.69% 0.2