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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)
Physicians Financial Services
4201
Physicians Financial Services
North Carolina
$236M +$14.4M +6% 9.63% 116% 111 5.41% 5.6
Innealta Capital
4202
Innealta Capital
Texas
$236M +$21.3M +10% 5.72% 69.8% 71 12.68% 1.6
AFA
4203
Alta Fundamental Advisers
New York
$236M +$5.07M +2% 5.12% 340% 23 26.09% 1.8
Courage Miller Partners
4204
Courage Miller Partners
Virginia
$236M +$19.2M +9% 4.24% 43.5% 74 5.41% 6.9
Henry James International Management
4205
Henry James International Management
New York
$236M +$29.2M +14% 11.6% 125% 129 3.1% 3.4
Warwick Investment Management
4206
Warwick Investment Management
Texas
$236M -$9.27M -4% 6.03% 69.9% 89 33.71% 0.7
Bay Harbor Wealth Management
4207
Bay Harbor Wealth Management
Maryland
$236M +$12.5M +6% 5.91% 52.9% 209 30.14% 2.1
Tillman Hartley LLC
4208
Tillman Hartley LLC
Colorado
$235M +$2.88M +1% 3.65% 48.7% 78 5.13% 0.2
Fidelis Capital Partners
4209
Fidelis Capital Partners
Florida
$235M +$150M +177% 9.35% 115% 251 55.78% 0.1
Gradient Capital Advisors
4210
Gradient Capital Advisors
California
$235M +$15.1M +7% 8.48% 78.5% 140 5.71% 3.2
Beck Capital Management
4211
Beck Capital Management
Texas
$235M -$2.56M -1% 9.69% 291% 141 34.75% 1.4
SSI
4212
Scott & Selber Inc
Texas
$235M +$12.5M +6% 8.95% 202% 101 8.91% 3.6
LGT Fund Management
4213
LGT Fund Management
Liechtenstein
$235M +$3.25M +1% 11.4% 121% 152 23.03% 0.9
Clean Yield Group
4214
Clean Yield Group
Vermont
$235M +$1.95M +0.8% 3.33% 80.7% 473 14.38% 3
Mokosak Advisory Group
4215
Mokosak Advisory Group
Iowa
$235M +$11.2M +5% 4.92% 59.2% 24 4.17% 3.4
DoubleLine ETF Adviser
4216
DoubleLine ETF Adviser
Florida
$235M +$39.8M +20% 13.2% 51.6% 208 13.46% 0.2
Roanoke Asset Management
4217
Roanoke Asset Management
New Jersey
$234M +$14.6M +7% 10.9% 50.3% 111 6.31% 5.9
LJHT
4218
Laurie J. Hall Trustee
$234M +$12.3M +6% 8.81% 105% 341 31.09% 5.7
Connacht Asset Management
4219
Connacht Asset Management
New York
$234M +$13.5M +6% 5.54% 63.8% 163 49.08% 0.6
MorganRosel Wealth Management
4220
MorganRosel Wealth Management
Colorado
$234M +$17.2M +8% 4.27% 67.5% 99 19.19% 1.7
DeDora Capital
4221
DeDora Capital
California
$234M +$23.7M +11% 9.39% 91.2% 113 14.16% 1.7
EE
4222
EWG Elevate
California
$234M +$35.8M +18% 7.74% 76% 850 90.94% 1.5
Windward Private Wealth Management
4223
Windward Private Wealth Management
Kansas
$234M +$8.6M +4% 4.07% 35.5% 47 2.13% 2
Ovata Capital Management
4224
Ovata Capital Management
Hong Kong
$234M -$72.3M -24% 17.1% 69.1% 45 57.78% 0.5
G2 Capital Management
4225
G2 Capital Management
Ohio
$234M -$38.5M -14% 6.48% 55.1% 64 17.19% 1