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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)
Opes Wealth Management
3876
Opes Wealth Management
California
$250M -$57.4M -19% 14% 54.1% 110 21.82% 2
SBB Research Group
3877
SBB Research Group
Illinois
$250M -$214M -46% 14.9% – 65 44.62% 0.3
GJCM
3878
Grand Jean Capital Management
California
$250M -$114M -31% 16.5% 61.4% 49 14.29% 4.3
Intel Corp
3879
Intel Corp
California
$249M -$103M -29% 26.9% 9.79% 5 40% 0.5
AH Equity Partners LSV I
3880
AH Equity Partners LSV I
California
$249M -$374M -60% 43.2% – 3 0% 0.5
Thames Capital Management
3881
Thames Capital Management
New Jersey
$249M -$225M -47% 18.4% 1,177% 52 69.23% 1.7
Schwarz Dygos Wheeler Investment Advisors
3882
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$249M -$47.1M -16% 15.9% 74% 147 19.73% 2.2
Stelac Advisory Services
3883
Stelac Advisory Services
New York
$249M -$29.3M -11% 15.1% 84.9% 194 24.74% 2.4
NC
3884
Nokomis Capital
Texas
$249M -$41.4M -14% 15.7% 145% 79 15.19% 1.3
Wambolt & Associates
3885
Wambolt & Associates
Colorado
$249M -$26M -9% 12.3% 62.2% 251 11.55% 2.4
SG
3886
Swarthmore Group
Pennsylvania
$249M -$143M -36% 16.3% 44.2% 59 23.73% 1.6
Canvas Wealth Advisors
3887
Canvas Wealth Advisors
Kansas
$248M -$25.7M -9% 19.8% 115% 148 18.24% 0.9
Riverpoint Wealth Management Holdings
3888
Riverpoint Wealth Management Holdings
Illinois
$248M -$40.4M -14% 15.5% 53.6% 47 8.51% 4.1
Aryeh Capital Management
3889
Aryeh Capital Management
Ontario, Canada
$248M -$51.6M -17% 13.5% 87.7% 11 18.18% 1
Evergreen Advisors
3890
Evergreen Advisors
Tennessee
$248M -$36.2M -13% 12.6% – 13 0% 2.1
Seven Eight Capital
3891
Seven Eight Capital
New York
$248M -$502M -67% 19.2% 13.6% 708 76.98% 0.2
Corbyn Investment Management
3892
Corbyn Investment Management
Maryland
$248M -$57M -19% 9.49% 71.9% 92 13.04% 2.9
Ellsworth Advisors
3893
Ellsworth Advisors
Ohio
$248M -$35.8M -13% 9.46% 131% 166 32.53% 1
Waterfront Wealth
3894
Waterfront Wealth
Kansas
$248M -$35M -12% 13.9% 71.8% 253 10.67% 1
Jackson Creek Investment Advisors
3895
Jackson Creek Investment Advisors
Colorado
$247M -$26.2M -10% 10.2% 239% 395 48.86% 0.7
Montgomery Investment Management
3896
Montgomery Investment Management
Maryland
$247M -$44.8M -15% 12.3% 105% 86 11.63% 6.6
SevenBridge Financial Group
3897
SevenBridge Financial Group
Pennsylvania
$247M -$37.5M -13% 11.5% 93.2% 165 19.39% 4.4
Barometer Capital Management
3898
Barometer Capital Management
Ontario, Canada
$247M -$302M -55% 2.58% 339% 137 66.42% 0.6
BHZ Capital Management
3899
BHZ Capital Management
California
$247M -$49.6M -17% 9.48% 3.24% 145 20.69% 2.9
Archer Investment Corporation
3900
Archer Investment Corporation
Indiana
$247M -$35.2M -12% 10.7% 68.2% 852 6.46% 1.8