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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)
Winch Advisory Services
3801
Winch Advisory Services
Wisconsin
$378M -$6.25M -2% 3.02% 92.4% 569 14.41% 4.7
Wealth Advisory Solutions
3802
Wealth Advisory Solutions
Indiana
$378M +$21M +6% 1.73% 60.5% 154 29.22% 1.7
Weaver Capital Management
3803
Weaver Capital Management
Georgia
$378M +$19.7M +6% 0.95% 79.4% 191 5.76% 1
Scientech Research LLC
3804
Scientech Research LLC
New Jersey
$378M +$24.5M +7% 5.84% – 884 76.36% 0.2
AGM
3805
Alpine Global Management
New York
$378M +$38.2M +11% 7.02% 149% 244 76.23% 0.6
GDS
3806
Gimbel Daniel Scott
$378M -$50.4M -12% 11.4% 57.1% 3 0% 3
Auxano Advisors
3807
Auxano Advisors
Washington
$377M -$19.4M -5% 3.45% 103% 170 9.41% 2.4
Carderock Capital Management
3808
Carderock Capital Management
Maryland
$377M -$21.4M -5% 0.17% 97.6% 75 9.33% 5.6
Pacific Center for Financial Services
3809
Pacific Center for Financial Services
California
$377M -$11.5M -3% 2.33% 60.1% 481 4.16% 5
Bulltick Wealth Management
3810
Bulltick Wealth Management
Florida
$377M -$58.7M -13% 2.94% 58.2% 147 32.65% 1.6
Roof Eidam Maycock Peralta (REMP)
3811
Roof Eidam Maycock Peralta (REMP)
California
$377M -$10.5M -3% 1.06% 62.3% 133 14.29% 4.7
Greenstone Partners & Co
3812
Greenstone Partners & Co
California
$377M -$49.5M -12% 7.85% 527% 10 10% 3.3
Gitterman Wealth Management
3813
Gitterman Wealth Management
New Jersey
$377M +$137M +57% 0.04% 33% 162 40.12% 1.3
NVWM LLC
3814
NVWM LLC
Pennsylvania
$377M -$19.9M -5% 2.41% 119% 720 16.94% 2.7
H2CM
3815
H/2 Credit Manager
Connecticut
$376M -$14.9M -4% 11.6% 97.4% 16 18.75% 2.5
Barry Investment Advisors
3816
Barry Investment Advisors
Massachusetts
$376M +$65.4M +21% 7.33% 66.7% 112 6.25% 4.1
Paradigm Asset Management
3817
Paradigm Asset Management
New York
$376M +$11M +3% 1.22% 79.2% 510 0.39% 2.6
New Harbor Financial Group
3818
New Harbor Financial Group
Massachusetts
$376M +$36.2M +11% 8.19% 94.6% 86 54.65% 2.1
Gladius Capital Management
3819
Gladius Capital Management
Illinois
$376M -$556M -60% 7.75% 85% 82 25.61% 2.1
Kiley Juergens Wealth Management
3820
Kiley Juergens Wealth Management
Washington
$376M -$23.2M -6% 4.11% 106% 75 6.67% 4.3
Boundary Creek Advisors
3821
Boundary Creek Advisors
New York
$376M -$1.16B -75% 9.9% 15% 36 55.56% 0.9
Davis Rea
3822
Davis Rea
Ontario, Canada
$376M +$178M +90% 2.66% 66.9% 55 50.91% 3.9
Marathon Capital Management
3823
Marathon Capital Management
Maryland
$375M -$24.9M -6% 3.94% 74% 166 12.05% 3.1
Prevail Innovative Wealth Advisors
3824
Prevail Innovative Wealth Advisors
Kansas
$375M +$30M +9% 3.67% 31.3% 198 33.33% 0.7
Bleichroeder LP
3825
Bleichroeder LP
New York
$375M -$22.6M -6% 3.98% 202% 83 16.87% 2.9