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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)
SPWM Advisors
8176
SPWM Advisors
Michigan
$105M – – 3.21% – 92 – 0
Financial Management Inc
8177
Financial Management Inc
Arkansas
$105M – – 1.46% – 40 – 0
LLI
8178
LTS Liquid Investments
$105M – – 0.53% – 8 – 0
Board of the Pension Protection Fund
8179
Board of the Pension Protection Fund
United Kingdom
$105M +$2.93M +3% 2.03% – 278 57.91% 0.2
Baer Investment Advisory
8180
Baer Investment Advisory
California
$105M -$11.6M -10% 1.1% – 46 32.61% 0.6
Alpine Peaks Capital
8181
Alpine Peaks Capital
New York
$105M -$10.1M -9% 3.4% 24.3% 24 12.5% 3
Belleair Asset Management
8182
Belleair Asset Management
Florida
$105M – – 2.57% – 79 – 0
Wall Capital Group
8183
Wall Capital Group
Arizona
$105M – – 1.2% – 25 – 2.5
Ares Financial Consulting
8184
Ares Financial Consulting
California
$105M – – 1.94% – 895 – 0
GH
8185
GLP Holdings
Georgia
$105M – – 6.73% – 4 – 0
BFI Wealth Solutions
8186
BFI Wealth Solutions
Texas
$105M – – 2.03% – 73 – 0
Eagle Point Credit Management
8187
Eagle Point Credit Management
Connecticut
$105M – – 2.97% – 15 – 0
Gritstone Asset Management
8188
Gritstone Asset Management
Maryland
$105M +$7.56M +8% 1.82% – 168 38.1% 0.5
Kilner Capital Advisors
8189
Kilner Capital Advisors
Maryland
$105M – – 3.76% – 20 – 0
HighRoad Wealth Advisors
8190
HighRoad Wealth Advisors
Oregon
$105M – – 2.37% – 35 – 0
Toronado Partners
8191
Toronado Partners
California
$105M -$46.2M -31% 5.37% 158% 13 23.08% 2.6
Montchanin Asset Management
8192
Montchanin Asset Management
Delaware
$105M +$3.43M +3% 4.46% 120% 57 17.54% 2.3
Fulcrum Equity Management
8193
Fulcrum Equity Management
Texas
$104M +$5.76M +6% 3.66% 116% 128 35.16% 1.3
Signet Private Wealth
8194
Signet Private Wealth
Illinois
$104M – – 2.99% – 117 – 0
Heffernan Advisory
8195
Heffernan Advisory
Arizona
$104M – – 0.27% – 27 – 0
Connecticut Capital Management Group
8196
Connecticut Capital Management Group
Connecticut
$104M – – 2.47% – 107 – 0
Sunstone Asset Management
8197
Sunstone Asset Management
New York
$104M – – 1.49% – 59 – 0
Reality Financial Planning Services
8198
Reality Financial Planning Services
Florida
$104M – – 1.38% – 20 – 0
S Harris Financial Group
8199
S Harris Financial Group
Texas
$104M – – 1.88% – 96 – 0
Vilga Financial Planning
8200
Vilga Financial Planning
New Jersey
$104M – – 3.08% – 81 – 0