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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)
Birchwood Financial Partners
8276
Birchwood Financial Partners
Minnesota
$101M – – 2.1% – 352 – 0
Applied Fundamental Research
8277
Applied Fundamental Research
Massachusetts
$101M -$2.24M -2% 13% 44.6% 11 18.18% 3.1
Blom & Howell Financial Planning
8278
Blom & Howell Financial Planning
California
$101M – – 1.89% – 62 – 0
RBDF
8279
Robert B. Daugherty Foundation
Nebraska
$101M – – 3.76% – 1 – 0
MPEM
8280
Marathon Partners Equity Management
New York
$101M -$38.4M -28% 2.68% – 19 26.32% 2.1
Avanda Investment Management
8281
Avanda Investment Management
Singapore
$101M -$26.5M -21% 1.39% – 31 9.68% 1
Advisory Advocates
8282
Advisory Advocates
Michigan
$101M – – 1.21% – 168 – 0
Vistica Wealth Advisors
8283
Vistica Wealth Advisors
California
$100M – – 3.56% – 45 – 0
Ankerstar Wealth
8284
Ankerstar Wealth
Texas
$100M – – 0.3% – 1,030 – 0
Smart Portfolios LLC
8285
Smart Portfolios LLC
Washington
$100M -$3.25M -3% 1.04% 41.3% 108 13.89% 2.3
Real Talk Capital
8286
Real Talk Capital
Tennessee
$100M +$7.36M +8% 1.35% – 104 25.96% 0.8
AlphaCentric Advisors
8287
AlphaCentric Advisors
Puerto Rico
$100M – – 8.22% – 249 – 0.9
Benchmark Financial
8288
Benchmark Financial
Delaware
$100M – – 0.66% – 48 – 0
JMN Financial
8289
JMN Financial
Ohio
$100M – – 5.34% – 193 – 0
Providence Financial Advisors
8290
Providence Financial Advisors
Kansas
$100M -$4.57M -4% 3.89% – 57 21.05% 0.2
Totem Point Management
8291
Totem Point Management
New York
$100M -$11.9M -11% 7.47% 577% 19 47.37% 1.4
J.M. Arbour
8292
J.M. Arbour
Maine
$100M – – 1.81% – 112 – 0
Michael Brady & Co
8293
Michael Brady & Co
Ohio
$100M – – 1.78% – 53 – 0
Fullerton Advisors
8294
Fullerton Advisors
California
$100M – – 1.67% – 54 – 0
Portfolio Resources Advisor Group
8295
Portfolio Resources Advisor Group
Florida
$100M – – 2.09% – 143 – 0
J. Team Financial
8296
J. Team Financial
Texas
$100M +$1.5M +2% 1.19% – 96 21.88% 0.2
XXEC Inc
8297
XXEC Inc
Oklahoma
$100M -$18.5M -16% 0.38% 19.3% 25 24% 2.4
MKD Wealth Coaches
8298
MKD Wealth Coaches
Michigan
$100M -$359K -0.4% 2.03% – 27 3.7% 3.7
Square Peg Capital
8299
Square Peg Capital
Australia
$100M -$10.6M -10% 9.16% – 9 22.22% 0.8
Yanni & Associates Investment Advisors
8300
Yanni & Associates Investment Advisors
Pennsylvania
$100M – – 2.1% – 36 – 0