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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)
Brilliance Asset Management
4351
Brilliance Asset Management
Hong Kong
$303M -$141M -32% 3.67% 39.2% 10 40% 1.1
Operose Advisors
4352
Operose Advisors
Wisconsin
$302M +$9.6M +3% 1.42% 68.8% 459 23.53% 2.1
LI
4353
LHM Inc
Utah
$302M -$12.6M -4% 6.01% – 25 20% 0.8
West Michigan Advisors
4354
West Michigan Advisors
Michigan
$302M -$29.7M -9% 4.07% 86.6% 256 28.13% 1.7
Court Place Advisors
4355
Court Place Advisors
Maryland
$301M -$6.87M -2% 0.49% 92% 150 2% 7.6
11 Capital Partners
4356
11 Capital Partners
Connecticut
$301M +$52.8M +21% 4.03% 101% 19 21.05% 1.6
Divergent Planning
4357
Divergent Planning
Maryland
$301M +$9.01M +3% 1.99% 43.3% 31 12.9% 2.5
Almitas Capital
4358
Almitas Capital
California
$301M -$155M -34% 6.08% 86.1% 106 37.74% 0.9
DoubleLine ETF Adviser
4359
DoubleLine ETF Adviser
Florida
$301M -$69.4M -19% 0.14% 51.6% 196 37.76% 0.6
Liberty Mutual Group Asset Management
4360
Liberty Mutual Group Asset Management
Massachusetts
$301M -$119M -28% 4.26% 47.9% 19 36.84% 1.2
HC
4361
Headland Capital
South Carolina
$301M +$8.63M +3% 2.48% – 72 40.28% 0.2
Performa Ltd (US)
4362
Performa Ltd (US)
South Carolina
$301M +$16.6M +6% 2.98% 59.6% 65 38.46% 2.1
Fiduciary Family Office
4363
Fiduciary Family Office
Florida
$301M -$39.3M -12% 4.42% 97.3% 249 94.78% 0.1
Cannell Capital
4364
Cannell Capital
Wyoming
$301M -$187M -38% 6.76% 127% 60 28.33% 2.1
WA
4365
WP Advisors
California
$300M +$192K +0.1% 1.59% 113% 115 14.78% 4.3
Triumph Capital Management
4366
Triumph Capital Management
Colorado
$300M +$8.03M +3% 2.01% 55.5% 304 19.41% 1.3
Howard Bailey Securities
4367
Howard Bailey Securities
Indiana
$300M +$30.8M +11% 1.08% – 186 28.49% 0.4
Wells Trecaso Financial Group
4368
Wells Trecaso Financial Group
Ohio
$300M -$6.07M -2% 2.36% 108% 94 8.51% 4.9
West Branch Capital
4369
West Branch Capital
Massachusetts
$300M -$13.7M -4% 5.05% 156% 587 16.87% 2.9
BankPlus Trust Department
4370
BankPlus Trust Department
Mississippi
$300M -$5.11M -2% 1.81% – 519 17.73% 0.2
Abound Wealth Management
4371
Abound Wealth Management
Tennessee
$300M -$12.1M -4% 3.11% 65.7% 1,342 14.16% 1.8
Boulay Financial Advisors
4372
Boulay Financial Advisors
Minnesota
$299M – – 2.85% – 2 – 0
Great Oak Capital Partners
4373
Great Oak Capital Partners
Massachusetts
$299M $0 0% 0.64% – 32 0% 1.2
Palumbo Wealth Management
4374
Palumbo Wealth Management
New York
$299M +$31.3M +12% 1.21% 115% 199 18.09% 1.8
Investment Advisory Group
4375
Investment Advisory Group
Massachusetts
$299M +$304K +0.1% 1.92% 61.6% 174 6.9% 2.3