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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)
Ethic Inc
4526
Ethic Inc
New York
$136M – – 10.1% 130% 225 – 0
Axis Capital Holdings
4527
Axis Capital Holdings
$136M +$10.6M +8% 8.48% 67% 2 0% 5.1
Centerpoint Advisors
4528
Centerpoint Advisors
Massachusetts
$136M +$10M +8% 7.51% 74.2% 295 7.12% 1.6
Monte Financial Group
4529
Monte Financial Group
Connecticut
$136M +$11.8M +10% 7.6% 57.9% 72 4.17% 1.6
Aprio Wealth Management
4530
Aprio Wealth Management
Georgia
$136M – – 6.18% 60.6% 69 – 0
360 Financial
4531
360 Financial
Minnesota
$136M – – 7.2% 82.5% 65 – 0
Congress Park Capital
4532
Congress Park Capital
New York
$136M +$16.4M +14% 11.3% 99.9% 101 17.82% 1.5
Cruiser Capital Advisors
4533
Cruiser Capital Advisors
Connecticut
$136M +$3.27M +2% 4.25% 192% 27 37.04% 1.2
KCM
4534
Knoll Capital Management
Florida
$135M +$26.2M +24% 34.9% 258% 24 29.17% 1.7
One Wealth Advisors
4535
One Wealth Advisors
California
$135M +$21M +18% 9.91% 66% 137 36.5% 0.9
Groesbeck Investment Management
4536
Groesbeck Investment Management
New Jersey
$135M +$1.88M +1% 9.72% 155% 107 14.95% 2.8
Accel Growth Fund IV Associates
4537
Accel Growth Fund IV Associates
California
$135M – – 14.8% 61.4% 2 – 0
Garrett Wealth Advisory Group
4538
Garrett Wealth Advisory Group
Texas
$135M -$7.65M -5% 6.01% 74.6% 770 93.64% 0.9
TS Financial Group (TSFG)
4539
TS Financial Group (TSFG)
Illinois
$135M +$4.42M +3% 8.26% 81% 856 6.19% 0.7
Lincoln Capital Corp
4540
Lincoln Capital Corp
Rhode Island
$135M +$16.6M +14% 10.2% 82% 53 13.21% 1.8
MBM Wealth Consultants
4541
MBM Wealth Consultants
Missouri
$135M +$7.62M +6% 5.02% 57.1% 224 10.71% 0.9
FFG
4542
Fortem Financial Group
California
$135M +$17.6M +15% 9.22% 183% 134 16.42% 0.7
Ovata Capital Management
4543
Ovata Capital Management
Hong Kong
$135M – – 12.1% 69.1% 32 – 0
Droms Strauss Advisors
4544
Droms Strauss Advisors
Missouri
$135M +$10.4M +8% 7.1% 68.7% 42 16.67% 0.8
BFM
4545
Blacksheep Fund Management
Ireland
$134M – – 10.6% 71.5% 5 – 0
Watchman Group
4546
Watchman Group
Texas
$134M – – 8.86% 54% 79 – 0
AWM
4547
Aberdeen Wealth Management
Illinois
$134M – – 7.2% 73.1% 153 – 0
Bell & Brown Wealth Advisors
4548
Bell & Brown Wealth Advisors
California
$134M +$12.5M +10% 9.08% 125% 87 13.79% 1.5
Monetta Financial Services
4549
Monetta Financial Services
Illinois
$134M -$5.11M -4% 11.9% 275% 40 17.5% 2.4
ACM
4550
Aljian Capital Management
Nevada
$134M +$13.4M +11% 10.4% 146% 49 2.04% 0.9