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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)
Global Wealth Management Investment Advisory
3151
Global Wealth Management Investment Advisory
Florida
$638M +$14.4M +2% 0.34% 75.1% 165 12.73% 4.2
St. James Investment Company
3152
St. James Investment Company
Texas
$638M +$15.3M +2% 6.2% 43.8% 31 32.26% 4
Bearing Point Capital
3153
Bearing Point Capital
Minnesota
$638M -$1.29M -0.2% 3.04% – 188 14.36% 1
Wilsey Asset Management
3154
Wilsey Asset Management
California
$638M -$6.32M -1% 5.76% 66.9% 30 20% 3.8
Kultura Capital Management
3155
Kultura Capital Management
Utah
$638M +$477M +296% 17.5% – 83 77.11% 0.1
Farmers Trust Company
3156
Farmers Trust Company
Ohio
$637M +$23.8M +4% 1.7% 73.5% 210 10% 6.4
Phocas Financial Corp
3157
Phocas Financial Corp
California
$637M -$132M -17% 8.64% – 170 21.76% 2.8
CBT
3158
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 0.43% 118% 185 5.95% 7.8
WCM
3159
Woodson Capital Management
Connecticut
$636M -$85.5M -12% 13.8% 235% 40 42.5% 1
Pacific Sage Partners
3160
Pacific Sage Partners
Washington
$636M +$4.59M +0.7% 2.49% 58.9% 125 6.4% 2.3
Affinity Partners
3161
Affinity Partners
Florida
$635M +$4.25M +0.7% 0.67% – 1 0% 1.3
SFE Investment Counsel
3162
SFE Investment Counsel
California
$635M -$18.1M -3% 2.35% 114% 154 12.34% 5.5
Market Street Wealth Management Advisors
3163
Market Street Wealth Management Advisors
Indiana
$634M -$8.85M -1% 1.26% 44% 107 6.54% 3.8
Arini Captial Management
3164
Arini Captial Management
United Kingdom
$634M +$483M +322% 4.71% – 8 62.5% 0.1
LCM
3165
Lynx1 Capital Management
Puerto Rico
$633M +$139M +28% 17.4% 883% 27 33.33% 0.9
SilverOak Wealth Management
3166
SilverOak Wealth Management
Minnesota
$632M -$5.65M -0.9% 2.55% 77.8% 124 5.65% 1.7
Rollins Financial Advisors
3167
Rollins Financial Advisors
New York
$632M -$49M -7% 6.25% – 162 9.26% 1.6
SFS
3168
Security Financial Services
Indiana
$632M -$4.65M -0.7% 1.64% 67.7% 231 20.35% 2.3
WFM Asia
3169
WFM Asia
British Virgin Islands
$632M -$173M -21% 18.2% 89.9% 8 50% 2.6
American Money Management
3170
American Money Management
California
$632M -$4.36M -0.7% 0.86% 65% 173 6.94% 4.7
Secure Asset Management
3171
Secure Asset Management
Michigan
$632M -$7.14M -1% 0.8% 97.2% 388 27.32% 1.9
Essex Investment Management
3172
Essex Investment Management
Massachusetts
$632M -$24.2M -4% 7.95% 370% 333 16.52% 4
Commonwealth Financial Services
3173
Commonwealth Financial Services
West Virginia
$632M +$25.4M +4% 0.69% 64.2% 293 24.57% 3.1
Summit Wealth Partners
3174
Summit Wealth Partners
Florida
$632M +$90.4M +17% 1.1% 44.9% 273 26.37% 2.8
Wealth Alliance Advisory Group
3175
Wealth Alliance Advisory Group
Kansas
$632M +$47.6M +8% 0.03% 72.7% 210 12.38% 4.3