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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)
Regal Investment Advisors
2176
Regal Investment Advisors
Michigan
$492M +$35.5M +8% 11.3% 64.7% 399 27.57% 2.5
Magnus Financial Group
2177
Magnus Financial Group
New York
$491M +$115M +31% 14% 78.2% 556 28.6% 0.2
American Financial Advisors
2178
American Financial Advisors
Georgia
$490M +$34.2M +8% 9.5% 52.7% 103 15.53% 0.2
Lutz Financial Services
2179
Lutz Financial Services
Nebraska
$490M +$42.4M +9% 9.24% 35.3% 65 9.23% 0.9
Northcape Capital
2180
Northcape Capital
Australia
$490M +$72M +17% 20.7% – 18 11.11% 1.5
AH Equity Partners III
2181
AH Equity Partners III
California
$490M +$385M +364% 0.96% 42.6% 3 66.67% 2.1
ICM
2182
Indaba Capital Management
California
$490M +$34.7M +8% 20.4% 66.7% 29 37.93% 0.6
JCI
2183
Jet Capital Investors
New York
$490M -$284M -37% 13.2% 147% 35 74.29% 0.9
Greenhouse Funds
2184
Greenhouse Funds
Maryland
$490M +$83.3M +21% 18.5% 90.7% 45 48.89% 0.8
Weatherly Asset Management
2185
Weatherly Asset Management
California
$490M +$67.3M +16% 16% 116% 190 9.47% 3.9
BerganKDV Wealth Management
2186
BerganKDV Wealth Management
Minnesota
$489M +$61.9M +14% 9.23% 27.9% 767 11.34% 1
Cypress Capital Group
2187
Cypress Capital Group
Florida
$488M +$52.1M +12% 11.9% 97.8% 243 8.23% 3.4
Oakworth Capital
2188
Oakworth Capital
Alabama
$488M +$49.4M +11% 12.1% 70% 620 6.45% 3.5
PGCM
2189
Prescott Group Capital Management
Oklahoma
$488M -$22.7M -4% 31% 135% 229 36.68% 2.2
Affinity Investment Advisors
2190
Affinity Investment Advisors
California
$488M -$84.1M -15% 13.3% 189% 158 23.42% 2
Crescent Grove Advisors
2191
Crescent Grove Advisors
Illinois
$488M +$18.6M +4% 14.5% 64.1% 173 20.23% 1.3
Kingstown Capital Management
2192
Kingstown Capital Management
New York
$487M +$26.7M +6% 19.6% 38.6% 17 23.53% 1.7
Flagship Harbor Advisors
2193
Flagship Harbor Advisors
Massachusetts
$487M +$75.4M +18% 13.2% 75.7% 2,039 9.22% 0.9
Auxier Asset Management
2194
Auxier Asset Management
Oregon
$487M +$37.8M +8% 10.3% 71.7% 154 6.49% 4.4
Cassaday & Co
2195
Cassaday & Co
Virginia
$487M +$100M +26% 3.51% 62.7% 41 7.32% 2.6
Vista Capital Partners
2196
Vista Capital Partners
Oregon
$486M +$59M +14% 13.6% 61.2% 56 12.5% 4
Salomon & Ludwin
2197
Salomon & Ludwin
Virginia
$486M +$52.6M +12% 12.7% 58.7% 266 36.47% 0.2
Charles-Lim Capital
2198
Charles-Lim Capital
Hong Kong
$485M +$144M +42% 69.9% 4.44% 4 0% 1.5
Secor Capital Advisors
2199
Secor Capital Advisors
New York
$485M -$279M -37% 14.2% 43.5% 655 70.08% 0.5
Evanson Asset Management
2200
Evanson Asset Management
California
$484M +$46.7M +11% 14.4% 66.6% 245 9.8% 3.3