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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)
Perennial Advisors
3701
Perennial Advisors
New York
$176M +$21.4M +14% 12.8% – 216 65.28% 2.1
Monument Capital Management
3702
Monument Capital Management
Virginia
$176M +$15.6M +10% 11.7% 170% 90 10% 0.9
CWM
3703
Catamount Wealth Management
Connecticut
$176M +$29.2M +20% 17.3% 70.7% 221 21.72% 2
Allred Capital Management
3704
Allred Capital Management
Texas
$176M +$26M +17% 12.3% 73.5% 199 18.59% 0.2
DI
3705
Diligent Investors
California
$176M +$23.1M +15% 11.4% 82.2% 205 9.27% 2.6
Barnett & Company
3706
Barnett & Company
Tennessee
$175M +$305K +0.2% 11.7% 65.9% 349 18.05% 2.5
FVCM
3707
F&V Capital Management
Florida
$175M +$9.8M +6% 13.6% 123% 60 5% 3.6
Algert Global
3708
Algert Global
California
$175M -$184M -51% 23.1% 194% 450 52.22% 0.7
Principle Wealth Partners
3709
Principle Wealth Partners
Connecticut
$175M +$55.7M +47% 17.7% 79.9% 134 20.9% 0.2
GA
3710
Gagnon Advisors
New York
$175M +$32.5M +23% 19.3% 129% 34 11.76% 2.6
Retirement Income Solutions
3711
Retirement Income Solutions
Michigan
$175M +$20.1M +13% 12.8% 60.8% 68 8.82% 1.1
Epstein & White Financial
3712
Epstein & White Financial
California
$174M +$14M +9% 11% 51% 92 21.74% 0.9
Prism Advisors
3713
Prism Advisors
California
$174M +$16.7M +11% 13.3% 54.6% 59 15.25% 1
JT Stratford LLC
3714
JT Stratford LLC
Georgia
$174M +$23.9M +16% 11.3% 103% 131 26.72% 1.4
Tillar-Wenstrup Advisors
3715
Tillar-Wenstrup Advisors
Ohio
$174M +$22.1M +15% 8.25% 27.4% 51 19.61% 1.8
BRC
3716
Bell Rock Capital
Delaware
$174M +$24.9M +17% 16.4% – 490 8.37% 1.7
Act Two Investors
3717
Act Two Investors
California
$174M +$31.5M +22% 12.5% 53% 40 15% 0.2
Stonepine Capital Management
3718
Stonepine Capital Management
Oregon
$174M +$60M +53% 13.1% 231% 37 56.76% 0.7
Turiya Advisors Asia
3719
Turiya Advisors Asia
Hong Kong
$174M -$74.7M -30% 20.8% 247% 6 50% 0.2
First PREMIER Bank
3720
First PREMIER Bank
South Dakota
$174M +$18.8M +12% 11.8% 63% 318 15.72% 2
Kapitalo Investimentos
3721
Kapitalo Investimentos
Brazil
$174M -$63.8M -27% 9.2% 66.5% 14 57.14% 0.2
Peregrine Asset Advisers
3722
Peregrine Asset Advisers
Oregon
$173M +$96.7M +126% 16.5% 182% 115 48.7% 1.7
Capco Asset Management
3723
Capco Asset Management
Florida
$173M +$21.2M +14% 12.3% 46.1% 22 4.55% 1.9
Waller Financial Planning Group
3724
Waller Financial Planning Group
Ohio
$173M +$28.2M +19% 12.1% 47.5% 42 0% 0.3
Eads & Heald Wealth Management
3725
Eads & Heald Wealth Management
Georgia
$173M +$22.6M +15% 15.1% 93.3% 131 9.16% 4.4