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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)
VisionPoint Advisory Group
4301
VisionPoint Advisory Group
Texas
$227M -$15M -6% 5.31% 79.3% 150 17.33% 1.1
Granger Management
4302
Granger Management
New York
$227M -$2.69M -1% 9.88% 69.9% 25 12% 1.9
Socorro Asset Management
4303
Socorro Asset Management
Texas
$227M -$4.02M -2% 1.12% 43.8% 35 22.86% 1.6
Ribbit Capital GP III
4304
Ribbit Capital GP III
California
$226M +$33.6M +17% 17.4% – 2 0% 1.3
Norman Fields Gottscho Capital Management
4305
Norman Fields Gottscho Capital Management
New York
$226M +$9.18M +4% 7.98% 96.9% 71 8.45% 5.1
Financial Sense Advisors
4306
Financial Sense Advisors
California
$226M -$18.1M -7% 4.42% 152% 107 18.69% 1.1
LaSalle St. Investment Advisors
4307
LaSalle St. Investment Advisors
Illinois
$226M +$14.5M +7% 3.39% 61.9% 133 33.83% 0.2
FC Advisory
4308
FC Advisory
Pennsylvania
$226M +$14.8M +7% 6.12% 46.6% 87 2.3% 4
Nikulski Financial
4309
Nikulski Financial
Iowa
$226M +$16.6M +8% 6.92% 107% 129 7.75% 3.2
AP
4310
Agilis Partners
Massachusetts
$226M +$10.7M +5% 5.12% 8.47% 22 0% 3.8
G&S Capital
4311
G&S Capital
Colorado
$226M +$333K +0.1% 3.1% 85.6% 127 32.28% 1.9
KPCB XIII Associates
4312
KPCB XIII Associates
California
$226M +$16.1M +8% 1.77% – 3 33.33% 1.5
WealthBridge Investment Counsel
4313
WealthBridge Investment Counsel
Alberta, Canada
$226M -$2.76M -1% 4.15% 106% 50 18% 2.7
Triune Financial Partners
4314
Triune Financial Partners
Kansas
$226M +$13.9M +7% 4.54% 66.6% 31 19.35% 1.2
Insight Folios
4315
Insight Folios
North Carolina
$226M +$4.24M +2% 0.76% 32.9% 108 3.7% 2
Rappaport Reiches Capital Management
4316
Rappaport Reiches Capital Management
Illinois
$225M +$23M +11% 6.26% 17.6% 86 11.63% 1.2
Crabel Capital Management
4317
Crabel Capital Management
California
$225M -$50.6M -18% 16.3% 13.9% 111 41.44% 0.3
Stone Summit Wealth
4318
Stone Summit Wealth
Florida
$225M +$21M +10% 6.61% 67% 135 5.19% 1.1
Paulson Wealth Management
4319
Paulson Wealth Management
Illinois
$225M +$20M +10% 6.36% 62.6% 94 9.57% 2.6
Outlook Wealth Advisors
4320
Outlook Wealth Advisors
Texas
$225M +$14.3M +7% 4.08% 76% 209 32.54% 1.6
BE
4321
Bonness Enterprises
District of Columbia
$225M +$12.1M +6% 8.34% 98.6% 41 4.88% 8.9
Patient Capital Management
4322
Patient Capital Management
Maryland
$224M +$18.5M +9% 13.9% 131% 44 9.09% 1.1
WHGC
4323
Wealth High Governance Capital
Brazil
$224M +$85.2M +61% 16.8% 622% 27 88.89% 0
Cutler Capital Management
4324
Cutler Capital Management
Massachusetts
$224M -$18.8M -8% 6.88% 39.7% 107 4.67% 2.7
US Financial Advisors
4325
US Financial Advisors
Massachusetts
$224M +$24.9M +13% 5.54% 12.6% 73 9.59% 2.3