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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)
USAdvisors Wealth Management
4551
USAdvisors Wealth Management
Minnesota
$241M +$16.8M +7% 9.95% 59.6% 136 30.15% 2.1
Tree Line Advisors
4552
Tree Line Advisors
Hong Kong
$241M +$6.15M +3% 20.2% 670% 8 12.5% 0.8
Rockline Wealth Management
4553
Rockline Wealth Management
New York
$241M – – 12.1% 176% 88 – 0
SC
4554
Schiavi & Co
Delaware
$241M +$4.05M +2% 6.65% 41.4% 35 25.71% 1.2
AGC
4555
Alden Global Capital
Florida
$240M +$93.4M +64% 11% 99.8% 37 67.57% 0.3
ArchPoint Investors
4556
ArchPoint Investors
Florida
$240M -$21.6M -8% 8.27% 111% 59 15.25% 4.4
PYA Waltman Capital
4557
PYA Waltman Capital
Tennessee
$240M +$4.09M +2% 9.39% 62.4% 68 11.76% 2.4
Global Wealth Strategies & Associates
4558
Global Wealth Strategies & Associates
Colorado
$240M +$26M +12% 9.74% 68.7% 368 13.04% 0.9
Stone House Capital Management
4559
Stone House Capital Management
Florida
$240M +$61M +34% 17.9% 151% 3 0% 1.5
Garrett Wealth Advisory Group
4560
Garrett Wealth Advisory Group
Texas
$240M +$20.3M +9% 9.18% 74.6% 61 9.84% 2.7
Cota Capital Management
4561
Cota Capital Management
California
$240M +$40.8M +20% 30.1% 46% 11 0% 2.6
Oakview Capital Management
4562
Oakview Capital Management
Texas
$240M +$14.2M +6% 9.27% 21.2% 17 17.65% 2.5
Websterrogers Financial Advisors
4563
Websterrogers Financial Advisors
South Carolina
$240M +$12.4M +5% 8.46% 46% 71 11.27% 1.7
RIA Advisory Group
4564
RIA Advisory Group
Iowa
$240M +$16.4M +7% 6.91% – 208 83.65% 0.2
Steward Partners Investment Solutions
4565
Steward Partners Investment Solutions
Oregon
$240M – – 9.01% – 146 – 0
EnRich Financial Partners
4566
EnRich Financial Partners
Wisconsin
$240M – – 9.19% 50.7% 51 – 0
Carlton Hofferkamp & Jenks Wealth Management
4567
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240M +$24.9M +12% 8.44% 63.9% 134 6.72% 5.3
Waterway Wealth Management
4568
Waterway Wealth Management
Texas
$240M – – 9.4% 52.2% 63 – 0
Nalanda India Fund
4569
Nalanda India Fund
Mauritius
$240M -$42.7M -15% 7.68% 15.3% 1 0% 5
Hayek Kallen Investment Management
4570
Hayek Kallen Investment Management
Alabama
$240M +$16.3M +7% 10.1% 71.9% 91 8.79% 5.8
Stephens Group
4571
Stephens Group
Arkansas
$239M +$18.3M +8% 9.37% 45% 4 0% 1.8
Wick Capital Partners
4572
Wick Capital Partners
Pennsylvania
$239M +$60.9M +34% 10.3% 60% 74 25.68% 1.1
SGH
4573
Sivik Global Healthcare
Connecticut
$239M +$41.4M +21% 10.7% 83.8% 44 36.36% 2.1
Revolution Growth Management Company
4574
Revolution Growth Management Company
District of Columbia
$239M -$64.6M -21% 30.7% 23.5% 4 25% 1.8
NatWest Group
4575
NatWest Group
United Kingdom
$239M +$47.4M +25% 15.9% 207% 39 25.64% 4