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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)
Baxter Bros Inc
2701
Baxter Bros Inc
Connecticut
$810M -$54.1M -6% 2.62% 84.1% 175 10.86% 6.2
Summit Securities Group
2702
Summit Securities Group
New York
$810M +$42.3M +6% 0.17% 149% 1,465 63.28% 0.5
Brookwood Investment Group
2703
Brookwood Investment Group
Arizona
$810M -$23.3M -3% 0.38% – 621 34.3% 0.6
Buck Wealth Strategies
2704
Buck Wealth Strategies
Colorado
$810M +$22M +3% 1.44% 48.4% 187 19.25% 1.1
Impact Partnership Wealth
2705
Impact Partnership Wealth
Georgia
$810M +$29.9M +4% 0.8% 47.3% 456 41.01% 0.9
Ashford Capital Management
2706
Ashford Capital Management
Delaware
$809M -$88.5M -10% 0.52% 150% 117 22.22% 4.4
BDWCC
2707
B&D White Capital Company
Texas
$809M -$54.4M -6% 1.49% 44.2% 84 26.19% 1.3
Pathway Financial Advisors
2708
Pathway Financial Advisors
Vermont
$808M +$12.3M +2% 0.14% 52.7% 150 11.33% 4.6
Emerald Advisors
2709
Emerald Advisors
Washington
$808M +$72.6M +10% 12% 71.8% 133 21.05% 3
Financial Enhancement Group
2710
Financial Enhancement Group
Indiana
$807M +$38.5M +5% 0.66% 62.2% 152 22.37% 3.2
Dorsey Wright & Associates
2711
Dorsey Wright & Associates
California
$807M +$344M +74% 9.4% 311% 187 50.8% 0.6
Strid Group
2712
Strid Group
Pennsylvania
$807M +$3.45M +0.4% 0.44% 55.2% 90 17.78% 2.9
Johnson Bixby & Associates
2713
Johnson Bixby & Associates
Washington
$806M -$312K -0% 0.86% 48.7% 130 7.69% 3.1
Brigade Capital Management
2714
Brigade Capital Management
New York
$806M +$475M +143% 1.85% 42.7% 27 66.67% 1.4
Flaharty Asset Management
2715
Flaharty Asset Management
Florida
$806M +$4.81M +0.6% 1.15% 37.8% 144 9.72% 3.6
Oarsman Capital
2716
Oarsman Capital
Wisconsin
$806M +$34.9M +5% 0.29% 70.6% 261 16.09% 4.6
Redwood Investment Management
2717
Redwood Investment Management
Arizona
$805M -$84.6M -10% 1.85% 62.5% 357 43.42% 1.5
Glendon Capital Management
2718
Glendon Capital Management
California
$805M -$875M -52% 1.68% 142% 27 14.81% 3.6
CVFG LLC
2719
CVFG LLC
Indiana
$804M +$658M +451% 4.5% – 240 57.08% 0.5
Ally Financial
2720
Ally Financial
Michigan
$804M -$15.2M -2% 6.84% 9.35% 142 34.51% 2
LaFleur & Godfrey
2721
LaFleur & Godfrey
Michigan
$803M -$22.6M -3% 0.63% 98.2% 147 5.44% 5.1
Inspirion Wealth Advisors
2722
Inspirion Wealth Advisors
Illinois
$803M -$13.5M -2% 0.94% 52.5% 188 13.83% 4.3
One Wealth Advisors
2723
One Wealth Advisors
California
$803M -$15.4M -2% 1.79% 66% 329 17.02% 2.1
Financial Consulate
2724
Financial Consulate
Maryland
$803M +$71.2M +10% 0.42% 61.4% 1,507 18.18% 0.5
Ulysses Management
2725
Ulysses Management
New York
$802M +$259M +48% 9.79% 51.8% 53 43.4% 2.6