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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)
Aristides Capital
4326
Aristides Capital
Kentucky
$230M -$15.8M -6% 1.23% 126% 221 32.58% 1.4
MBM Wealth Consultants
4327
MBM Wealth Consultants
Missouri
$230M -$3.54M -2% 2.2% 57.1% 111 11.71% 3.1
Hurlow Wealth Management Group
4328
Hurlow Wealth Management Group
Indiana
$230M -$4.2M -2% 3.89% 60.7% 112 9.82% 3.6
Safeguard Investment Advisory Group
4329
Safeguard Investment Advisory Group
California
$230M -$4.98M -2% 3.78% 84.3% 105 10.48% 2
Quattro Financial Advisors
4330
Quattro Financial Advisors
Texas
$230M -$22.1M -9% 3.82% 77.6% 95 27.37% 1.6
Cornell Pochily Investment Advisors
4331
Cornell Pochily Investment Advisors
New York
$230M -$13.6M -6% 3.12% 97% 177 11.3% 4.1
Empire Financial Management Company
4332
Empire Financial Management Company
New York
$229M -$21.7M -9% 2.82% 78.3% 200 11% 0.5
Altrafin AG
4333
Altrafin AG
$229M +$6.63M +3% 3.52% 97.6% 75 16% 1.4
Neumann Capital Management
4334
Neumann Capital Management
California
$229M -$12.1M -5% 3.97% 89.9% 93 1.08% 6.2
Curran Financial Partners
4335
Curran Financial Partners
South Carolina
$229M -$752K -0.3% 2.88% 49.4% 90 27.78% 1.6
WealthBridge Investment Counsel
4336
WealthBridge Investment Counsel
Alberta, Canada
$229M -$8.2M -3% 2.88% 106% 43 2.33% 3.2
Modus Advisors
4337
Modus Advisors
Minnesota
$229M -$3.64M -2% 2.08% 89.5% 102 6.86% 2.7
West Wealth Group
4338
West Wealth Group
California
$229M -$7.23M -3% 4.01% 79.8% 85 23.53% 1
Founders Financial Alliance
4339
Founders Financial Alliance
North Carolina
$229M -$25.1M -10% 3.77% 84.9% 523 12.05% 2.3
Boyd Watterson Asset Management
4340
Boyd Watterson Asset Management
Ohio
$229M -$22.5M -9% 2.23% 101% 427 2.58% 2.4
FC
4341
Fore Capital
New York
$229M +$9.48M +4% 0.27% 25.4% 40 37.5% 0.7
LWA
4342
LWS Wealth Advisors
New Jersey
$229M -$8.62M -4% 3.57% 8.87% 61 11.48% 3
Murphy Pohlad Asset Management
4343
Murphy Pohlad Asset Management
Minnesota
$228M -$4.14M -2% 0.62% 83% 115 4.35% 5.7
Gemsstock Ltd
4344
Gemsstock Ltd
United Kingdom
$228M +$79.8M +54% 0.86% 149% 9 22.22% 0.8
Freedom Day Solutions
4345
Freedom Day Solutions
Texas
$228M +$2.91M +1% 0.78% 86.6% 108 20.37% 2.8
Blue Zone Wealth Advisors
4346
Blue Zone Wealth Advisors
California
$228M +$11.2M +5% 2.11% 91.1% 84 9.52% 2.3
Highland Peak Capital
4347
Highland Peak Capital
Connecticut
$228M +$1.19M +0.5% 2.17% 260% 29 44.83% 0.4
VELA Investment Management
4348
VELA Investment Management
Ohio
$228M +$11M +5% 0.38% 56.8% 150 18.67% 1.3
EJF Capital
4349
EJF Capital
Virginia
$228M +$8.53M +4% 9.52% 127% 104 19.23% 1.8
NICM
4350
Neo Ivy Capital Management
New York
$228M +$37.8M +20% 6.06% – 490 80.61% 0.2