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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)
Westend Capital Management
4326
Westend Capital Management
California
$285M +$26.7M +10% 13.1% – 334 37.13% 1.3
Measured Wealth Private Client Group
4327
Measured Wealth Private Client Group
New Hampshire
$285M -$1.64M -0.6% 2.51% 84.3% 212 25% 2.4
Horan Capital Advisors
4328
Horan Capital Advisors
Ohio
$285M +$3.3M +1% 2.78% 26.6% 117 5.98% 4.5
Grey Fox Wealth Advisors
4329
Grey Fox Wealth Advisors
Delaware
$284M +$18.4M +7% 1.03% 41.9% 139 17.99% 1
TPWM
4330
Twelve Points Wealth Management
Massachusetts
$284M +$11.2M +4% 0.4% 50.7% 181 6.63% 2
USAdvisors Wealth Management
4331
USAdvisors Wealth Management
Minnesota
$284M +$19.3M +7% 1.98% 59.6% 146 19.18% 2.3
ECG
4332
EPIQ Capital Group
California
$284M +$32.9M +13% 1.72% 6.25% 72 16.67% 2.2
Stolper & Co
4333
Stolper & Co
Oklahoma
$284M +$6.9M +2% 1.61% 77.1% 87 0% 3.4
Reverence Capital Partners
4334
Reverence Capital Partners
New York
$284M +$184M +186% 0% 5.38% 2 50% 0.3
AA Financial Advisors
4335
AA Financial Advisors
Ohio
$284M +$35.8M +14% 1.62% 68.8% 168 13.69% 0.3
Curtis Advisory Group
4336
Curtis Advisory Group
California
$284M +$25.3M +10% 3.98% 67.6% 98 10.2% 2.7
Shoker Investment Counsel
4337
Shoker Investment Counsel
Ohio
$283M +$3.28M +1% 0.96% 83.8% 103 6.8% 5.5
Hillman Capital Management
4338
Hillman Capital Management
Maryland
$283M -$27.9M -9% 5.11% 20.2% 54 5.56% 3.2
MorganRosel Wealth Management
4339
MorganRosel Wealth Management
Colorado
$283M +$2.89M +1% 0.78% 67.5% 108 12.04% 2.4
GSG Advisors
4340
GSG Advisors
New Jersey
$283M +$10.8M +4% 4.17% 88% 112 12.5% 0.6
HT Partners
4341
HT Partners
Connecticut
$283M +$6.74M +2% 2.55% 71.1% 52 9.62% 5.1
Prudent Man Advisors
4342
Prudent Man Advisors
Illinois
$283M +$16.3M +6% 2.15% 82.8% 184 9.78% 2.6
West Wealth Group
4343
West Wealth Group
California
$283M +$12.9M +5% 3.97% 79.8% 84 9.52% 1.4
Modus Advisors
4344
Modus Advisors
Minnesota
$283M +$12.6M +5% 1.99% 89.5% 107 4.67% 2.9
Prevail Innovative Wealth Advisors
4345
Prevail Innovative Wealth Advisors
Kansas
$283M +$13.6M +5% 2.3% 31.3% 197 45.69% 0.4
Henry James International Management
4346
Henry James International Management
New York
$283M -$41.7M -13% 1.02% 125% 129 24.81% 4.8
Diana Davis Spencer Foundation
4347
Diana Davis Spencer Foundation
Maryland
$282M +$22.1M +8% 0.6% 13.4% 4 25% 7.1
Operose Advisors
4348
Operose Advisors
Wisconsin
$282M -$13.6M -5% 0.49% 68.8% 673 17.38% 1.4
Beach Point Capital Management
4349
Beach Point Capital Management
California
$282M -$3.55M -1% 3.22% 84.1% 12 16.67% 1.6
SailingStone Capital Partners
4350
SailingStone Capital Partners
Texas
$282M +$6.76M +2% 1.96% 152% 15 13.33% 2.8