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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)
Beam Wealth Advisors
4151
Beam Wealth Advisors
Louisiana
$453M +$51.7M +13% 9.62% 59.7% 120 12.5% 2.4
IP
4152
Indigo Partners
Arizona
$453M +$186M +70% 82.5% 2.56% 2 0% 5
Aspen Capital Management
4153
Aspen Capital Management
Idaho
$453M +$49M +12% 10.5% – 86 13.95% 1
Boston Research & Management
4154
Boston Research & Management
Massachusetts
$453M +$24.3M +6% 7.47% 53.2% 121 4.96% 8.7
Bitwise Funds Trust
4155
Bitwise Funds Trust
California
$452M – – 35.1% – 46 – 0
Brand Asset Management Group
4156
Brand Asset Management Group
Missouri
$452M +$67.8M +18% 15.1% 70.2% 242 28.1% 2.5
Freedom Day Solutions
4157
Freedom Day Solutions
Texas
$452M +$79.3M +21% 11.2% 86.6% 137 32.12% 2.9
Winmill & Co
4158
Winmill & Co
New Hampshire
$452M +$105M +30% 26.3% 146% 61 19.67% 3.4
Remedium Capital Partners
4159
Remedium Capital Partners
Florida
$452M +$170M +61% 67.4% – 6 0% 0.5
Ironwood Wealth Management (Arizona)
4160
Ironwood Wealth Management (Arizona)
Arizona
$451M +$103M +29% 6.84% 34.2% 55 16.36% 5.4
Endure Capital Management
4161
Endure Capital Management
Texas
$451M +$305M +210% 0.46% – 54 42.59% 0.2
LPWM LLC
4162
LPWM LLC
Minnesota
$451M +$54.4M +14% 11.9% 59.4% 101 9.9% 3.7
CWS Financial Advisors
4163
CWS Financial Advisors
Michigan
$451M +$60.4M +15% 9.8% 55.7% 174 11.49% 3.3
Riposte Capital
4164
Riposte Capital
New York
$451M +$58.2M +15% 70.1% 370% 44 86.36% 0.2
Bard Associates
4165
Bard Associates
Illinois
$451M +$52.1M +13% 23.7% 241% 345 30.43% 2.9
Anchorage Capital Group
4166
Anchorage Capital Group
New York
$450M +$14.2M +3% 5.57% 24.9% 3 0% 3.2
Kelly Financial Group
4167
Kelly Financial Group
Connecticut
$450M +$52.4M +13% 9.91% – 111 13.51% 1.1
RWC Asset Advisors
4168
RWC Asset Advisors
Florida
$450M -$14.8M -3% 1.61% 267% 17 23.53% 2
Strengthening Families & Communities LLC
4169
Strengthening Families & Communities LLC
Massachusetts
$450M +$48.7M +12% 21.3% 116% 868 34.79% 1
DI
4170
Diligent Investors
California
$449M +$45.3M +11% 16.3% 82.2% 370 10% 4.5
Cincinnati Specialty Underwriters Insurance
4171
Cincinnati Specialty Underwriters Insurance
Ohio
$449M +$37.3M +9% 13.1% 115% 46 2.17% 7.1
Bregal Sagemount IV
4172
Bregal Sagemount IV
$449M -$23.5M -5% 30.2% – 1 0% 0.5
Gardner Lewis Asset Management
4173
Gardner Lewis Asset Management
Pennsylvania
$449M -$12.9M -3% 14.2% 240% 105 54.29% 2.1
Continental Grain Company
4174
Continental Grain Company
New York
$448M +$82.5M +23% 5.85% 5.73% 4 0% 3.1
PCG Wealth Advisors
4175
PCG Wealth Advisors
Kansas
$448M +$52.8M +13% 11.2% 87% 191 19.9% 1.7