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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)
Summit Wealth & Retirement Planning
4326
Summit Wealth & Retirement Planning
California
$280M +$43.8M +19% 8.06% 67.6% 68 27.94% 2.4
Jackson Creek Investment Advisors
4327
Jackson Creek Investment Advisors
Colorado
$280M +$20M +8% 12.6% 245% 385 47.53% 0.9
BBJS Financial Advisors
4328
BBJS Financial Advisors
Washington
$280M -$7.46M -3% 0.99% – 143 15.38% 1
HighVista Strategies
4329
HighVista Strategies
Massachusetts
$280M +$4.87M +2% 15.2% 622% 166 45.18% 0.7
HGC Investment Management
4330
HGC Investment Management
Ontario, Canada
$280M -$64.3M -19% 2.14% 33.2% 118 36.44% 0.8
MorganRosel Wealth Management
4331
MorganRosel Wealth Management
Colorado
$280M +$21.7M +8% 8.05% 67.5% 112 19.64% 2
Shoker Investment Counsel
4332
Shoker Investment Counsel
Ohio
$280M +$21.5M +8% 9.2% 88.9% 101 9.9% 5.3
WT Wealth Management
4333
WT Wealth Management
Arizona
$280M +$27M +11% 6.35% 72% 115 7.83% 2
Hilltop Partners
4334
Hilltop Partners
Indiana
$280M +$25.8M +10% 6.85% 64.9% 105 13.33% 0.9
Hendley & Co
4335
Hendley & Co
Ohio
$280M +$22.8M +9% 7.17% 64.9% 56 7.14% 5.8
Coyle Financial Counsel
4336
Coyle Financial Counsel
Illinois
$280M +$19.4M +7% 6.93% 67.3% 80 21.25% 2.9
WHAM
4337
Windmill Hill Asset Management
United Kingdom
$279M +$108M +63% 12.1% 98.1% 41 41.46% 1.2
RG
4338
Retirement Group
California
$279M +$31.5M +13% 9.73% 33.7% 884 10.29% 2.2
Annis Gardner Whiting Capital Advisors
4339
Annis Gardner Whiting Capital Advisors
Florida
$279M +$53M +23% 10.2% 85% 970 30.93% 0.3
Park Place Capital
4340
Park Place Capital
Alabama
$279M +$28.1M +11% 7.83% 60% 928 11.1% 1.1
Boyd Watterson Asset Management
4341
Boyd Watterson Asset Management
Ohio
$279M +$25.9M +10% 12.3% 116% 449 7.8% 2.7
Argonautica Private Wealth Management
4342
Argonautica Private Wealth Management
Massachusetts
$279M +$34.8M +14% 10% 167% 209 19.14% 0.9
ForthRight Wealth Management
4343
ForthRight Wealth Management
Georgia
$279M +$20.5M +8% 6.69% 50.4% 66 10.61% 2
BCGM Wealth Management
4344
BCGM Wealth Management
Indiana
$279M +$33M +13% 6.56% 54.9% 147 10.2% 1.8
Gateway Wealth Partners
4345
Gateway Wealth Partners
Wisconsin
$279M +$30.3M +12% 7.38% 58.9% 257 21.4% 0.8
Bay Harbor Wealth Management
4346
Bay Harbor Wealth Management
Maryland
$278M +$16.8M +6% 5.31% 52.9% 185 16.76% 2.3
Arcataur Capital Management
4347
Arcataur Capital Management
Wisconsin
$278M +$15.5M +6% 7.18% 65.4% 98 1.02% 0.7
Family Legacy Inc
4348
Family Legacy Inc
South Carolina
$278M +$16.2M +6% 9.51% 89% 119 1.68% 4.7
Bard Associates
4349
Bard Associates
Illinois
$278M +$14.8M +6% 11% 241% 184 10.33% 5.3
Westmount Partners
4350
Westmount Partners
California
$278M +$33.1M +14% 10.8% 101% 219 10.5% 1