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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)
J. Arnold Wealth Management
4501
J. Arnold Wealth Management
Ohio
$178M +$46.4M +35% 3.4% 46.2% 54 33.33% 1.5
Affiance Financial
4502
Affiance Financial
Minnesota
$177M -$8.01M -4% 4.85% 57.8% 143 18.18% 3.8
EE
4503
EWG Elevate
California
$177M -$28.2M -14% 4.94% 76% 83 18.07% 1.5
Holowesko Partners
4504
Holowesko Partners
Bahamas
$177M -$13.4M -7% 8.67% 51.1% 31 16.13% 3.1
Columbia Trust
4505
Columbia Trust
Oregon
$177M -$8.98M -5% 4.27% 36% 144 9.72% 2.3
Beaconlight Capital
4506
Beaconlight Capital
New York
$177M -$38.6M -18% 4.85% 282% 44 36.36% 1
KLCM
4507
KG&L Capital Management
Louisiana
$177M -$8.16M -4% 5.02% 91.9% 138 16.67% 2.2
Waterton Global Resource Management
4508
Waterton Global Resource Management
Ontario, Canada
$177M -$1.66M -0.9% 1.23% 21% 2 50% 1.9
PCM
4509
Prime Capital Management
Hong Kong
$177M +$65M +58% 10.2% 579% 7 14.29% 0.9
AMI Investment Management
4510
AMI Investment Management
Indiana
$177M -$21.3M -11% 4.73% 47.9% 72 15.28% 5.2
PAM
4511
Pegasus Asset Management
New York
$177M -$7.01M -4% 3.9% 89% 74 5.41% 3.7
MWM
4512
MTC Wealth Management
Florida
$177M -$10.6M -6% 5.86% 30.5% 14 14.29% 1.4
22NW LP
4513
22NW LP
Washington
$177M -$11.6M -6% 7.9% 138% 20 0% 2.2
Bernardo Wealth Planning
4514
Bernardo Wealth Planning
Pennsylvania
$177M +$1.66M +0.9% 4.96% 56.9% 91 14.29% 2.5
Kellner Capital
4515
Kellner Capital
New York
$177M +$28.3M +19% 20.9% 390% 55 65.45% 0.3
Capital Planning
4516
Capital Planning
Washington
$177M -$8.81M -5% 5.5% 81.2% 65 7.69% 1.4
AH Equity Partners LSV III
4517
AH Equity Partners LSV III
California
$176M -$24.5M -12% 10.5% – 3 0% 0.6
VELA Investment Management
4518
VELA Investment Management
Ohio
$176M +$1.74M +1% 4.09% 56.8% 146 14.38% 0.6
Eads & Heald Wealth Management
4519
Eads & Heald Wealth Management
Georgia
$176M -$9.43M -5% 3.72% 84.4% 152 8.55% 6.2
Hollow Brook Wealth Management
4520
Hollow Brook Wealth Management
New York
$176M -$5.69M -3% 5.02% 92.8% 80 18.75% 3.1
MTM Investment Management
4521
MTM Investment Management
South Carolina
$176M -$9M -5% 3.84% 80.5% 279 9.32% 1.4
Oracle Investment Management
4522
Oracle Investment Management
Connecticut
$176M -$153M -47% 8.98% 865% 34 50% 2.8
Intrepid Financial Planning Group
4523
Intrepid Financial Planning Group
Indiana
$176M -$5.93M -3% 3.49% 92.5% 109 6.42% 0.2
Palouse Capital Management
4524
Palouse Capital Management
Washington
$176M -$25.8M -13% 7.88% 67.8% 88 19.32% 2.8
WC Walker & Associates
4525
WC Walker & Associates
California
$176M +$5.73M +3% 5.17% – 77 12.99% 1.4