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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)
TWP
3401
Tyche Wealth Partners
Texas
$498M +$35.9M +8% 6.81% – 324 14.81% 1.2
SkyOak Wealth
3402
SkyOak Wealth
Michigan
$498M +$41.1M +9% 8.9% 73.4% 268 16.79% 3.2
Goodman Financial
3403
Goodman Financial
Texas
$498M +$33.6M +7% 5.06% 52.5% 71 21.13% 2.3
Kiltearn Partners
3404
Kiltearn Partners
United Kingdom
$497M -$27.4M -5% 1.7% 41% 29 6.9% 3.3
Blume Capital Management
3405
Blume Capital Management
California
$497M +$50.1M +11% 9.37% 102% 562 40.75% 4.2
Elgethun Capital Management
3406
Elgethun Capital Management
South Dakota
$497M +$49.4M +11% 4.4% 61.5% 153 2.61% 4.7
Key Financial Inc
3407
Key Financial Inc
Pennsylvania
$497M +$37.4M +8% 7.61% 55.5% 1,485 10.1% 3.2
Carrera Capital Advisors
3408
Carrera Capital Advisors
Michigan
$497M +$45.1M +10% 4.34% – 175 33.71% 0.7
LA
3409
Lynch & Associates
Indiana
$496M +$34M +7% 7.49% 73.5% 128 10.16% 7.4
First National Corp
3410
First National Corp
Massachusetts
$496M +$43.1M +10% 6.03% 56.3% 166 5.42% 4
GenWealth Group
3411
GenWealth Group
New Jersey
$496M +$42.3M +9% 8.48% 73.9% 77 16.88% 5
Winslow Asset Management
3412
Winslow Asset Management
Ohio
$496M +$42.4M +9% 11.2% 89.9% 77 3.9% 7.3
Liberty Capital Management
3413
Liberty Capital Management
Michigan
$496M +$46.4M +10% 7.1% – 174 7.47% 5.9
Marino Stram & Associates
3414
Marino Stram & Associates
Massachusetts
$496M +$45.2M +10% 6.54% 72.2% 178 8.99% 3.9
Black Swift Group
3415
Black Swift Group
Colorado
$495M +$53.2M +12% 17.9% 139% 143 46.85% 1.2
Triad Wealth Partners
3416
Triad Wealth Partners
Kansas
$495M +$173M +54% 9.24% – 296 30.74% 0.4
Lafayette Investments
3417
Lafayette Investments
Maryland
$495M +$22M +5% 5.38% 77.9% 154 7.14% 4.9
A6
3418
Anchor @ 65
Singapore
$494M +$27.4M +6% 13.7% – 2 0% 0.5
OM
3419
Opaleye Management
Massachusetts
$494M +$45M +10% 13.9% 748% 50 28% 1.9
Bright Rock Capital Management
3420
Bright Rock Capital Management
Massachusetts
$494M +$19.3M +4% 5.34% 53.1% 82 17.07% 5
Gagnon Securities
3421
Gagnon Securities
New York
$492M +$37.8M +8% 14.6% 129% 99 13.13% 5
Affiance Financial
3422
Affiance Financial
Minnesota
$492M +$62.8M +15% 8.44% 57.8% 107 7.48% 5.4
Paradice Investment Management
3423
Paradice Investment Management
Colorado
$492M +$44.6M +10% 5.03% 72.2% 30 33.33% 3.9
Banco BTG Pactual
3424
Banco BTG Pactual
Brazil
$492M +$86.6M +21% 18.5% 135% 246 61.38% 0.6
Speece Thorson Capital Group
3425
Speece Thorson Capital Group
Minnesota
$491M +$5.56M +1% 1.39% 34.2% 43 2.33% 7.8