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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)
TCG Crossover Management
4001
TCG Crossover Management
California
$235M -$13.7M -5% 8.23% 3,013% 22 9.09% 0.4
Packer & Co
4002
Packer & Co
Australia
$235M -$23.3M -9% 5% – 2 0% 4
BDWCC
4003
B&D White Capital Company
Texas
$235M -$78.9M -25% 15.1% 38.1% 73 49.32% 0.7
All Terrain Financial Advisors
4004
All Terrain Financial Advisors
Minnesota
$235M -$12.8M -5% 12.2% 71.1% 99 13.13% 2.7
Gateway Advisory
4005
Gateway Advisory
New Jersey
$235M -$133M -36% 3.44% 26% 99 37.37% 2.6
GAMC
4006
Garner Asset Management Corp
Texas
$235M -$20.3M -8% 14.3% 95.3% 183 6.01% 3.6
VST
4007
Van Strum & Towne
California
$235M -$32.5M -12% 10.1% 62.2% 103 10.68% 4.6
Boyd Watterson Asset Management
4008
Boyd Watterson Asset Management
Ohio
$235M -$39.5M -14% 11.9% 101% 155 16.13% 4.8
WealthBridge Capital Management
4009
WealthBridge Capital Management
Ohio
$234M -$33M -12% 14.3% 89.4% 214 21.03% 2
EPG Wealth Management
4010
EPG Wealth Management
Georgia
$234M -$54.8M -19% 13.1% 96% 407 49.63% 1.6
Silver Heights Capital Management
4011
Silver Heights Capital Management
Ontario, Canada
$234M -$20.7M -8% 10.9% 39.8% 5 0% 4.8
Chesapeake Wealth Management
4012
Chesapeake Wealth Management
Virginia
$234M -$41.5M -15% 11.9% 65.9% 190 15.26% 3.3
Bard Associates
4013
Bard Associates
Illinois
$234M -$49.9M -18% 15.3% 241% 192 8.33% 4.4
Wakefield Asset Management
4014
Wakefield Asset Management
Colorado
$233M -$45.2M -16% 12.1% 139% 216 44.44% 1
QCI
4015
Quaker Capital Investments
Pennsylvania
$233M -$28.7M -11% 20% 107% 22 27.27% 3.2
Hendley & Co
4016
Hendley & Co
Ohio
$233M -$60.6M -21% 11% 54.8% 69 17.39% 4.7
PBMares Wealth Management
4017
PBMares Wealth Management
Virginia
$233M +$70.9M +44% 11.7% 67.7% 169 21.3% 1.7
Proquility Private Wealth Partners
4018
Proquility Private Wealth Partners
Nevada
$233M -$6.3M -3% 12.6% 19.4% 89 5.62% 1.3
D.B. Root & Company
4019
D.B. Root & Company
Pennsylvania
$233M -$35.4M -13% 11.9% 57.3% 188 15.43% 3.1
Income Research & Management
4020
Income Research & Management
Massachusetts
$233M -$19.6M -8% 0.12% 1.19% 25 16% 1.2
Western Asset Management Company
4021
Western Asset Management Company
California
$233M -$106M -31% 5.17% 2.29% 26 7.69% 1.7
TS Financial Group (TSFG)
4022
TS Financial Group (TSFG)
Illinois
$233M -$43.4M -16% 15.8% 81% 1,097 15.04% 2.1
Elizabeth Park Capital Advisors
4023
Elizabeth Park Capital Advisors
Ohio
$233M -$42.4M -15% 11.2% 119% 61 22.95% 1.4
MilWealth Group
4024
MilWealth Group
Wisconsin
$233M -$28.8M -11% 11.4% 36.8% 79 10.13% 2.4
Investment Management Associates
4025
Investment Management Associates
Colorado
$233M +$7.65M +3% 7.86% 51.6% 48 20.83% 1.3