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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)
Castle Rock Wealth Management
3726
Castle Rock Wealth Management
California
$366M +$36.2M +11% 10.3% 115% 244 12.3% 2.3
Crestview Partners III
3727
Crestview Partners III
New York
$366M +$64.4M +21% 29.5% 51.2% 3 0% 2.9
Mount Lucas Management
3728
Mount Lucas Management
Pennsylvania
$366M +$18.3M +5% 9.7% 109% 146 4.11% 0.7
Cypress Capital
3729
Cypress Capital
Tennessee
$366M +$14.2M +4% 4.83% 43.6% 83 13.25% 2.4
Mint Tower Capital Management
3730
Mint Tower Capital Management
Netherlands
$366M -$72.6M -17% 0.79% 40% 250 48% 0.7
CWAG
3731
Compton Wealth Advisory Group
Virginia
$365M +$46.5M +15% 7.23% 76.1% 102 17.65% 2.9
IAM Advisory
3732
IAM Advisory
Pennsylvania
$365M +$46.6M +15% 7.79% 74.5% 110 19.09% 1.3
Gardner Lewis Asset Management
3733
Gardner Lewis Asset Management
Pennsylvania
$365M +$69.6M +24% 15.9% 240% 72 37.5% 2.5
Northwest Wealth Management
3734
Northwest Wealth Management
Iowa
$365M +$32.8M +10% 6.35% 68.2% 172 6.98% 3.3
AC
3735
AMS Capital
Brazil
$365M +$97.2M +36% 12.3% 63.1% 22 31.82% 0.7
Progressive Investment Management
3736
Progressive Investment Management
Oregon
$365M +$13.1M +4% 8.91% 139% 62 11.29% 4.2
REAP Financial Group
3737
REAP Financial Group
Texas
$364M +$21.3M +6% 5.48% 63% 687 19.65% 0.2
KPP Advisory Services
3738
KPP Advisory Services
Kentucky
$364M +$250M +220% 9.31% 87.9% 246 50.81% 0.2
NVWM LLC
3739
NVWM LLC
Pennsylvania
$364M +$30.7M +9% 11.4% 119% 644 40.22% 2.2
Roof Eidam Maycock Peralta (REMP)
3740
Roof Eidam Maycock Peralta (REMP)
California
$364M +$31.1M +9% 6.8% 62.3% 134 12.69% 4.3
SR One Capital Management
3741
SR One Capital Management
Pennsylvania
$364M +$126M +53% 36.5% 656% 6 16.67% 1.4
SignalPoint Asset Management
3742
SignalPoint Asset Management
Missouri
$364M +$24.8M +7% 10.5% 36% 254 13.39% 5.1
Franklin, Parlapiano, Turner & Welch
3743
Franklin, Parlapiano, Turner & Welch
Texas
$364M +$14.9M +4% 5.28% 49.3% 53 7.55% 6.8
McDonald Partners
3744
McDonald Partners
Ohio
$364M +$26.7M +8% 9.29% 102% 244 9.02% 2
Financial & Tax Architects
3745
Financial & Tax Architects
Missouri
$363M +$25.4M +8% 5.56% 50.2% 101 24.75% 1.6
Integrated Investment Consultants
3746
Integrated Investment Consultants
Michigan
$363M +$47M +15% 7.8% 70.2% 271 18.08% 3.3
Origin Asset Management
3747
Origin Asset Management
United Kingdom
$363M -$10.3M -3% 2% 59.3% 19 57.89% 1.4
ECP ControlCo
3748
ECP ControlCo
New Jersey
$363M -$97.9M -21% 14.6% 42.5% 8 12.5% 2.6
Palo Duro Investment Partners
3749
Palo Duro Investment Partners
Illinois
$363M +$55.3M +18% 19.8% 62.8% 11 9.09% 0.7
Gifford Fong Associates
3750
Gifford Fong Associates
California
$363M -$107M -23% 17.3% 180% 140 9.29% 5.4