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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)
FAG
2551
Financial Advisory Group
Texas
$363M +$37.2M +11% 10.6% 20.6% 72 9.72% 3.4
Fusion Family Wealth
2552
Fusion Family Wealth
New York
$362M +$21.8M +6% 10.5% 58.2% 261 41.76% 1.8
Rutabaga Capital Management
2553
Rutabaga Capital Management
Massachusetts
$362M +$58.6M +19% 15.8% 57% 49 12.24% 2.1
LCM
2554
Lucha Capital Management
California
$362M +$48.4M +15% 25% 84.3% 43 65.12% 0.5
TrustCore Financial Services
2555
TrustCore Financial Services
Tennessee
$362M +$181M +100% 10.8% 28.3% 882 49.77% 0.5
ACK Asset Management
2556
ACK Asset Management
Connecticut
$362M +$66.9M +23% 18% 132% 40 42.5% 0.7
Mason Investment Advisory Services
2557
Mason Investment Advisory Services
Virginia
$362M – – 10.3% 76.1% 80 – 0
Atlantic Union Bankshares
2558
Atlantic Union Bankshares
Virginia
$361M +$54.4M +18% 13.1% 78.9% 134 9.7% 3.5
OM
2559
Opaleye Management
Massachusetts
$361M +$93.2M +35% 51.5% 748% 67 50.75% 0.9
VCM
2560
Vivaldi Capital Management
Illinois
$360M +$128M +55% 8.52% 69.2% 251 29.48% 0.7
Vision Capital Management
2561
Vision Capital Management
Oregon
$360M +$42.3M +13% 13% 78.4% 83 12.05% 2.9
SOL Capital Management
2562
SOL Capital Management
Maryland
$359M +$46.4M +15% 12.6% 56.6% 245 7.35% 4.1
Ostrum Asset Management US
2563
Ostrum Asset Management US
New York
$359M -$319M -47% 19.9% – 245 86.53% 0.3
Baker Ellis Asset Management
2564
Baker Ellis Asset Management
Washington
$359M +$29.5M +9% 11.3% 91.9% 233 14.59% 4
PCM
2565
Price Capital Management
Louisiana
$358M +$287M +401% 4.96% 124% 28 89.29% 0
Insight Wealth Strategies
2566
Insight Wealth Strategies
California
$358M +$31.5M +10% 9.53% 83.5% 155 29.68% 0.2
AC
2567
Apertura Capital
Texas
$358M +$101M +40% 16% 41.5% 67 91.04% 0.1
FRG Family Wealth Advisors
2568
FRG Family Wealth Advisors
Washington
$357M +$47.9M +15% 13.6% 76.4% 131 7.63% 2.8
Sensato Investors
2569
Sensato Investors
California
$357M -$19.5M -5% 19.4% 75.8% 97 36.08% 0.9
Bristlecone Advisors
2570
Bristlecone Advisors
Washington
$357M +$23.9M +7% 13.7% 103% 134 29.85% 2.9
AlphaStar Capital Management
2571
AlphaStar Capital Management
North Carolina
$357M +$44M +14% 9.62% 69.5% 236 20.34% 0.9
HeadInvest LLC
2572
HeadInvest LLC
Maine
$357M -$274M -43% 12.6% 59.1% 195 8.21% 3.2
First Heartland Consultants
2573
First Heartland Consultants
Missouri
$357M +$89M +33% 10.9% 59.2% 288 20.83% 2.5
Exchange Capital Management
2574
Exchange Capital Management
Michigan
$356M +$48.5M +16% 12.7% 57.8% 135 5.19% 2.9
McKinley Carter Wealth Services
2575
McKinley Carter Wealth Services
West Virginia
$356M +$53.6M +18% 14.1% 63.2% 156 10.26% 3.3