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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)
Lowell Blake & Associates
4376
Lowell Blake & Associates
Massachusetts
$255M +$39.2M +18% 12.7% 44.2% 58 8.62% 1.5
Westbourne Investment Advisors
4377
Westbourne Investment Advisors
Maryland
$255M +$34.9M +16% 10.3% 107% 102 20.59% 2.2
DI
4378
DAGCO Inc
Ohio
$254M +$21.2M +9% 7.92% 75% 107 2.8% 2.3
Whitcomb & Hess
4379
Whitcomb & Hess
Ohio
$254M +$18.5M +8% 2.09% 54% 32 6.25% 0.4
Murphy Pohlad Asset Management
4380
Murphy Pohlad Asset Management
Minnesota
$254M +$9.48M +4% 9.05% 83% 114 5.26% 4.9
Collective Family Office
4381
Collective Family Office
Pennsylvania
$254M +$21.6M +9% 5.42% 52.5% 191 15.71% 0.8
TLP
4382
Tri Locum Partners
New York
$254M +$2.37M +0.9% 31.9% 357% 58 81.03% 0.1
PCA
4383
Prospect Capital Advisors
California
$254M -$49M -16% 0.48% 202% 36 25% 2.1
Precept Management
4384
Precept Management
Texas
$254M +$39.7M +19% 17.3% 110% 104 68.27% 0.8
Global Trust Asset Management
4385
Global Trust Asset Management
Florida
$254M +$30.2M +14% 10% 178% 450 15.11% 2.4
Financial Life Advisors
4386
Financial Life Advisors
Texas
$254M +$14.9M +6% 3.4% 47% 55 3.64% 2.2
Highside Global Management
4387
Highside Global Management
Texas
$254M +$5.61M +2% 1.15% 11.1% 19 31.58% 0.8
Oarsman Capital
4388
Oarsman Capital
Wisconsin
$254M +$6.6M +3% 7.98% 74.9% 200 10.5% 4
BHK Investment Advisors
4389
BHK Investment Advisors
Alabama
$253M +$10.7M +4% 5.79% 54.6% 66 4.55% 3
CA
4390
Crumly & Associates
Illinois
$253M +$38.3M +18% 7.85% 58.1% 116 24.14% 1
KMWM
4391
Keudell/Morrison Wealth Management
Oregon
$253M +$20M +9% 9.78% – 203 19.21% 1.8
BlueDrive Global Investors
4392
BlueDrive Global Investors
United Kingdom
$253M -$56.8M -18% 3.99% 25.6% 12 0% 0.9
RPg Family Wealth Advisory
4393
RPg Family Wealth Advisory
Massachusetts
$253M +$15.8M +7% 7.62% 117% 293 10.24% 2.8
IAM Advisory
4394
IAM Advisory
Pennsylvania
$253M +$17.3M +7% 9.93% 74.5% 77 14.29% 0.2
Wills Financial Group
4395
Wills Financial Group
Virginia
$253M +$30.1M +14% 11% 57.5% 68 1.47% 3.8
Southern Wealth Management
4396
Southern Wealth Management
Texas
$253M -$87.4M -26% 4.54% 50% 59 11.86% 1.7
ValueWorks
4397
ValueWorks
New York
$253M +$18M +8% 4.03% 190% 35 8.57% 3.4
Waterfront Wealth
4398
Waterfront Wealth
Kansas
$253M +$45.6M +22% 7.8% 77.2% 222 21.17% 0.7
Horan Capital Advisors
4399
Horan Capital Advisors
Ohio
$252M +$26.3M +12% 11.2% 26.6% 93 10.75% 3.9
S. Muoio & Co
4400
S. Muoio & Co
New York
$252M +$122M +94% 8.55% 327% 125 47.2% 2