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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)
SFO
8276
Standard Family Office
South Dakota
$96.8M +$2.64M +3% 4.03% 67.6% 31 6.45% 2
truNorth Financial Services
8277
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 3.11% – 50 6% 0.2
Ramsey Quantitative Systems
8278
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 4.98% 51.1% 20 65% 0.7
Fullerton Advisors
8279
Fullerton Advisors
California
$96.6M -$3.56M -4% 2.16% – 55 5.45% 0.2
Watershed Asset Management
8280
Watershed Asset Management
California
$96.5M -$10.6M -10% 1.18% – 157 49.68% 0.5
Samara Investment Management
8281
Samara Investment Management
Oregon
$96.5M – – 3.21% – 72 – 0
Yanni & Associates Investment Advisors
8282
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 3.29% – 36 5.56% 0.3
Steel Partners Holdings
8283
Steel Partners Holdings
New York
$96.4M -$28.6M -23% 5.95% – 10 0% 0.9
Unify Financial Advisors
8284
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 1.02% – 99 15.15% 0.2
Professional Financial Management
8285
Professional Financial Management
Wisconsin
$96.1M +$7.86M +9% 1.15% – 26 30.77% 0.2
American Wealth Advisors
8286
American Wealth Advisors
Georgia
$96M -$5.87M -6% 1.58% – 133 69.17% 0.5
E6 Portfolios
8287
E6 Portfolios
Utah
$95.9M +$8.48M +10% 0.47% – 61 11.48% 0.2
Orchard Capital Management
8288
Orchard Capital Management
Illinois
$95.9M -$19.3M -17% 8.48% 140% 49 16.33% 2.5
Oregon Pacific Wealth Management
8289
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 1.1% – 136 37.5% 0.8
IFC & Insurance Marketing
8290
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 0.65% – 766 91.51% 0.2
Fortress Financial Solutions
8291
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 0.91% – 65 23.08% 0.9
Red Reef Advisors
8292
Red Reef Advisors
Florida
$95.5M -$2.66M -3% 2.61% – 186 12.37% 0.2
SCCL
8293
Split Creek Capital LLC
Virginia
$95.3M +$795K +0.8% 1.41% – 143 25.17% 0.2
SFI Advisors
8294
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 0.62% 82.9% 67 29.85% 2.8
Pacific Excel Wealth Advisors
8295
Pacific Excel Wealth Advisors
California
$95.1M +$42.2M +80% 0.08% – 143 39.16% 0.2
HCM
8296
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 10.1% 124% 38 47.37% 2.2
Premier Private Wealth Management
8297
Premier Private Wealth Management
Florida
$94.8M -$1.67M -2% 0.98% – 56 16.07% 0.2
SaddleRock Capital Management
8298
SaddleRock Capital Management
New York
$94.8M -$11.3M -11% 3.82% – 24 41.67% 0.2
Aflac Inc
8299
Aflac Inc
Georgia
$94.8M -$44M -32% 31.7% 28.8% 4 25% 2.7
Ankerstar Wealth
8300
Ankerstar Wealth
Texas
$94.7M -$5.71M -6% 3.69% – 1,114 21.81% 0.2