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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)
BCS Wealth Management
3726
BCS Wealth Management
Tennessee
$402M +$167M +71% 0.59% 51% 270 43.33% 1.3
Hedeker Wealth
3727
Hedeker Wealth
Illinois
$402M +$24.5M +6% 11.8% 161% 91 15.38% 3
Valicenti Advisory Services
3728
Valicenti Advisory Services
New York
$402M +$12.3M +3% 2.77% 134% 74 10.81% 5.4
Flagstar Advisors
3729
Flagstar Advisors
New York
$402M +$6.95M +2% 0.85% 81.9% 212 5.19% 2.2
Shelter Mutual Insurance
3730
Shelter Mutual Insurance
Missouri
$401M -$17.4M -4% 2.81% 51.2% 57 0% 6.3
CPH
3731
C Partners Holding
Switzerland
$401M +$81.9M +26% 7.62% 25.6% 13 7.69% 5.3
Nepsis Inc
3732
Nepsis Inc
Minnesota
$401M -$21.3M -5% 2.83% 131% 31 19.35% 4.3
Capital City Trust
3733
Capital City Trust
Florida
$401M -$2.3M -0.6% 1.65% 98.5% 119 5.88% 7.1
Stempoint Capital
3734
Stempoint Capital
New York
$401M +$66.6M +20% 5.16% – 80 65% 0.3
Redmond Asset Management
3735
Redmond Asset Management
Virginia
$400M +$81.7M +26% 2.5% 68.2% 211 31.28% 3.8
Marathon Capital Management
3736
Marathon Capital Management
Maryland
$400M -$12.1M -3% 0.02% 74% 164 12.2% 3
WBI Investments
3737
WBI Investments
New Jersey
$400M -$16M -4% 0.93% 97.3% 297 55.56% 0.9
CH
3738
Canton Hathaway
Rhode Island
$400M -$346K -0.1% 0.33% 87.8% 274 18.98% 3.2
VR Advisory Services
3739
VR Advisory Services
Cayman Islands
$400M +$110M +38% 47.7% 89.7% 43 32.56% 3.1
PAS
3740
PKS Advisory Services
New York
$400M – – 1.82% – 249 – 0
MSA Advisors
3741
MSA Advisors
California
$400M +$12.2M +3% 13.9% – 31 6.45% 0.8
Vantage Financial Partners (Wisconsin)
3742
Vantage Financial Partners (Wisconsin)
Wisconsin
$400M -$3.38M -0.8% 0.47% 53.8% 213 24.41% 1.3
SC
3743
Stephens Consulting
Michigan
$400M +$7.47M +2% 0.5% 50.1% 555 13.69% 2.2
DGS Capital Management
3744
DGS Capital Management
New Jersey
$399M +$30.7M +8% 11.1% 177% 336 16.96% 1.7
Charles-Lim Capital
3745
Charles-Lim Capital
Hong Kong
$399M +$47.5M +14% 2.58% 4.44% 7 42.86% 3.3
Kiley Juergens Wealth Management
3746
Kiley Juergens Wealth Management
Washington
$399M +$13.9M +4% 5.07% 106% 73 5.48% 4.1
Carderock Capital Management
3747
Carderock Capital Management
Maryland
$399M -$24.9M -6% 0.46% 97.6% 76 7.89% 5.3
Tybourne Capital Management
3748
Tybourne Capital Management
Hong Kong
$398M +$41.6M +12% 13.3% 109% 39 33.33% 1.8
Canvas Wealth Advisors
3749
Canvas Wealth Advisors
Kansas
$398M +$36.2M +10% 6.62% 133% 199 21.61% 1.7
ZEGA Investments
3750
ZEGA Investments
Florida
$398M – – 3.37% – 136 – 0