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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)
Avestar Capital
4001
Avestar Capital
New York
$177M +$16.2M +10% 9.85% 101% 184 25.54% 1.5
BigSur Wealth Management
4002
BigSur Wealth Management
Florida
$177M +$28.6M +19% 10.4% 94.8% 121 17.36% 1.9
Armor Advisors
4003
Armor Advisors
New York
$177M – – 11.4% 78.5% 8 – 0
Parisi Gray Wealth Management
4004
Parisi Gray Wealth Management
New Jersey
$177M +$25.9M +17% 8.29% 137% 111 9.91% 1.7
Anderson Hoagland & Co
4005
Anderson Hoagland & Co
Missouri
$177M +$12.1M +7% 11.4% 104% 89 11.24% 3.7
Stuart Chaussee & Associates
4006
Stuart Chaussee & Associates
California
$177M +$10.3M +6% 5.27% 58.6% 136 10.29% 2.3
Aubrey Capital Management
4007
Aubrey Capital Management
United Kingdom
$177M +$13.2M +8% 15.2% 319% 45 48.89% 0.7
Integre Asset Management
4008
Integre Asset Management
New York
$177M +$8.53M +5% 7.58% 74.1% 129 20.16% 2.1
WealthBridge Investment Counsel
4009
WealthBridge Investment Counsel
Alberta, Canada
$176M – – 9.01% 106% 38 – 0
Evergreen Advisors
4010
Evergreen Advisors
Tennessee
$176M +$12.8M +8% 5.9% – 19 15.79% 0.8
FA
4011
Financial Advisors
Massachusetts
$176M +$13.3M +8% 4.83% 71.5% 61 3.28% 0.9
Bedel Financial Consulting
4012
Bedel Financial Consulting
Indiana
$176M +$10.2M +6% 10.4% 104% 809 5.93% 1.5
Stratos Wealth Advisors
4013
Stratos Wealth Advisors
Ohio
$176M -$85.1M -33% 8.39% 65.7% 259 42.86% 0.8
CSA
4014
Cottage Street Advisors
Massachusetts
$176M +$9.8M +6% 6.96% 95.8% 103 11.65% 2.6
Harvey Partners
4015
Harvey Partners
New York
$176M +$37.6M +27% 13.8% 174% 36 25% 1
Jolley Asset Management
4016
Jolley Asset Management
North Carolina
$176M +$22M +14% 9.71% 3.47% 76 25% 3
Family Legacy Inc
4017
Family Legacy Inc
South Carolina
$176M +$15.4M +10% 6.87% 89% 120 6.67% 1.9
SimpliFi Inc
4018
SimpliFi Inc
California
$176M +$7.23M +4% 2.46% 26.7% 20 5% 1.3
Sage Rhino Capital
4019
Sage Rhino Capital
California
$176M +$16.4M +10% 9.53% 86.8% 159 9.43% 0.6
BHK Investment Advisors
4020
BHK Investment Advisors
Alabama
$176M +$2.36M +1% 6.74% 54.6% 83 27.71% 1.6
FirstMark Capital I
4021
FirstMark Capital I
New York
$176M – – 29.5% – 1 – 0
Daily Journal Corp
4022
Daily Journal Corp
California
$175M +$19.8M +13% 13.2% 108% 4 0% 6
WA
4023
Wealth Advisors
California
$175M – – 11.3% 40% 58 – 0
RB Capital Management
4024
RB Capital Management
Nevada
$175M +$19.4M +12% 8.94% 79.4% 144 9.72% 2
Wealth Alliance Advisory Group
4025
Wealth Alliance Advisory Group
Kansas
$175M +$14.3M +9% 7.48% 72.7% 135 4.44% 1.5