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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)
Northcape Wealth Management
4401
Northcape Wealth Management
New York
$277M +$3.16M +1% 2% 66% 137 7.3% 1.7
CSWG
4402
Cardinal Strategic Wealth Guidance
Kentucky
$277M +$11.3M +4% 3.54% 67.3% 77 25.97% 2.5
Legacy Capital Group California
4403
Legacy Capital Group California
California
$277M +$6.36M +2% 4.67% 129% 343 23.03% 0.8
Robinson Capital Management
4404
Robinson Capital Management
Michigan
$277M -$204K -0.1% 1.59% 7.8% 237 39.66% 0.8
LCM
4405
Lynx1 Capital Management
Puerto Rico
$277M -$111M -29% 0.43% 883% 22 50% 0.8
Moerus Capital Management
4406
Moerus Capital Management
New York
$277M -$41.9M -13% 4.56% 220% 19 5.26% 3.7
Fortis Capital Advisors
4407
Fortis Capital Advisors
Kansas
$277M +$39.4M +17% 8.44% 127% 196 37.76% 0.7
Quantedge Capital
4408
Quantedge Capital
Singapore
$277M +$39.2M +16% 0.92% 110% 196 54.59% 0.7
TrueFG
4409
TrueFG
Texas
$277M +$3.94M +1% 0.16% 54.2% 49 2.04% 3.1
Prudent Investors Network
4410
Prudent Investors Network
California
$277M +$11.4M +4% 1.51% – 54 18.52% 2.1
ABLE Financial Group
4411
ABLE Financial Group
Arizona
$277M +$22.1M +9% 1.47% 64.2% 186 22.58% 0.8
CCP
4412
Caden Capital Partners
California
$277M +$4.15M +2% 2.51% 19.1% 12 25% 1
FTV Management Company
4413
FTV Management Company
California
$276M -$23.7M -8% 7.89% 15.1% 1 0% 2.5
Droms Strauss Advisors
4414
Droms Strauss Advisors
Missouri
$276M +$3.1M +1% 3.35% 68.7% 66 7.58% 3.1
SA
4415
SAM Advisors
California
$276M +$1.77M +0.6% 1.28% 57.5% 36 0% 1.9
Westbourne Investment Advisors
4416
Westbourne Investment Advisors
Maryland
$276M +$4.28M +2% 3.54% 107% 88 2.27% 3.9
RFMS
4417
RWQ Financial Management Services
Florida
$276M +$45.9M +20% 18.3% 446% 23 26.09% 1.6
Channel Wealth
4418
Channel Wealth
California
$276M +$27.2M +11% 4.41% 59.3% 185 15.14% 1
Wealth Effects
4419
Wealth Effects
Massachusetts
$276M +$4.77M +2% 5.92% 235% 229 13.97% 1.8
Bandera Partners
4420
Bandera Partners
New York
$276M +$19.3M +8% 4.24% 55.4% 20 10% 2.9
Frontier Asset Management
4421
Frontier Asset Management
Wyoming
$276M +$3.59M +1% 0.84% 51.8% 66 18.18% 1.6
Bell & Brown Wealth Advisors
4422
Bell & Brown Wealth Advisors
California
$276M +$42.1M +18% 3.31% 125% 72 9.72% 5
Chesapeake Wealth Management
4423
Chesapeake Wealth Management
Virginia
$276M +$1.47M +0.5% 3.24% 65.9% 158 6.33% 4.7
VST
4424
Van Strum & Towne
California
$276M +$1.69M +0.6% 1.45% 62.2% 104 4.81% 5.7
Mathes Company
4425
Mathes Company
New York
$275M +$8.59M +3% 6.18% 121% 135 7.41% 6