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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)
BC
4501
Bruce & Co
Illinois
$350M +$27.1M +8% 10.2% 94.5% 41 4.88% 6.8
Websterrogers Financial Advisors
4502
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 0.37% 46% 100 11% 2.7
Pennsylvania Capital Management
4503
Pennsylvania Capital Management
Pennsylvania
$349M -$15.9M -4% 3.97% 90.8% 117 7.69% 3.2
SRH Advisors
4504
SRH Advisors
Kansas
$349M +$2.16M +0.6% 0.73% 55.7% 304 12.17% 7.1
Merck & Co
4505
Merck & Co
New Jersey
$349M +$73.2M +26% 22% – 14 14.29% 1
Kingdom Financial Group
4506
Kingdom Financial Group
Arizona
$349M +$25.8M +8% 0.34% 49.9% 939 28.97% 0.3
Lloyd Advisory Services
4507
Lloyd Advisory Services
Georgia
$349M +$91.6M +36% 0.34% 51.1% 1,074 65.83% 0.2
Global Assets Advisory
4508
Global Assets Advisory
Florida
$349M -$336K -0.1% 1.48% 95.9% 570 66.84% 0.4
Carmel Capital Management
4509
Carmel Capital Management
California
$349M +$19.2M +6% 7.24% 247% 25 8% 3.8
GIL
4510
Go Invest LLC
Utah
$349M +$44.5M +15% 2.87% – 126 14.29% 0.2
Endeavor Private Wealth
4511
Endeavor Private Wealth
Kansas
$349M -$128K -0% 1.33% – 219 13.7% 0.8
Ironwood Wealth Management (Arizona)
4512
Ironwood Wealth Management (Arizona)
Arizona
$349M +$8.58M +3% 0.59% 34.2% 47 0% 6
NC
4513
Nokomis Capital
Texas
$349M -$73.8M -17% 4.23% 145% 69 30.43% 1.6
11 Capital Partners
4514
11 Capital Partners
Connecticut
$348M -$15M -4% 2.48% 101% 24 29.17% 1.7
Creative Capital Management Investments
4515
Creative Capital Management Investments
California
$348M +$17.1M +5% 1.01% 53.6% 354 20.9% 1.8
LOM Asset Management
4516
LOM Asset Management
$348M +$2.7M +0.8% 1.86% – 282 3.55% 0.7
Argos Wealth Advisors
4517
Argos Wealth Advisors
California
$348M -$24.5M -7% 4.36% – 225 16% 0.2
Gill Capital Partners
4518
Gill Capital Partners
Colorado
$348M +$17.8M +5% 0.97% 59% 700 80.14% 0.8
Seascape Capital Management
4519
Seascape Capital Management
New Hampshire
$347M -$4.47M -1% 0.47% 111% 94 6.38% 3.6
Shikiar Asset Management
4520
Shikiar Asset Management
New York
$347M -$54.8M -14% 3.05% 117% 110 17.27% 3.8
Weybosset Research & Management
4521
Weybosset Research & Management
Rhode Island
$347M +$22.5M +7% 7.99% 74.8% 35 5.71% 6.2
Winmill & Co
4522
Winmill & Co
New Hampshire
$347M -$28.3M -8% 0.53% 146% 61 19.67% 3.5
Fi3 Financial Advisors
4523
Fi3 Financial Advisors
Indiana
$346M +$19.5M +6% 1.11% 83.1% 242 30.58% 1.5
Vance Wealth
4524
Vance Wealth
California
$346M +$9.5M +3% 1.17% 66.4% 122 8.2% 2.7
CGC Financial Services
4525
CGC Financial Services
Oregon
$346M -$27.7M -7% 0.26% 46% 359 13.09% 2.3