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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)
Investors Asset Management of Georgia
4576
Investors Asset Management of Georgia
Georgia
$192M -$2.28M -1% 14.2% 118% 585 70.6% 5.4
Palogic Value Management
4577
Palogic Value Management
Texas
$192M – – 10.8% 31.3% 151 – 0
SimpliFi Inc
4578
SimpliFi Inc
California
$192M -$1.47M -0.8% 5.94% 27.9% 33 24.24% 2.5
Smart Money Group
4579
Smart Money Group
Texas
$192M +$44.9M +31% 6.47% 58.9% 50 16% 2.5
Waterton Global Resource Management
4580
Waterton Global Resource Management
Ontario, Canada
$192M +$14.4M +8% 25.8% 21% 2 50% 4
Virtus ETF Advisers
4581
Virtus ETF Advisers
New York
$191M -$59.3M -24% 11.9% 177% 489 20.25% 1.9
West Oak Capital
4582
West Oak Capital
California
$191M +$7.06M +4% 10.5% 110% 350 15.43% 5.4
Kaye Capital Management
4583
Kaye Capital Management
California
$191M – – 7.15% – 27 – 0
LBC
4584
Lawrence B. Cohen
$191M +$61.6M +47% 9.13% 41.8% 95 34.74% 3.7
Tealwood Asset Management
4585
Tealwood Asset Management
Minnesota
$191M +$6.28M +3% 9.56% 128% 128 2.34% 3
Excalibur Management
4586
Excalibur Management
Massachusetts
$191M +$12.7M +7% 9.86% 93% 162 11.73% 4.1
WPWealth
4587
WPWealth
Texas
$191M – – 7.08% 38.2% 40 – 0
HCM
4588
Highlander Capital Management
New Jersey
$191M +$17M +10% 8.96% 34.4% 672 5.21% 4.7
Breakwater Capital Group
4589
Breakwater Capital Group
New Jersey
$191M – – 8.53% 67.4% 168 – 0
CA
4590
Continental Advisors
Utah
$191M +$21.3M +13% 10.5% 73.6% 66 19.7% 3.8
Lion Street Advisors
4591
Lion Street Advisors
Texas
$191M -$9.45M -5% 8.62% 38% 173 42.2% 0.9
Trellis Advisors
4592
Trellis Advisors
Washington
$191M +$15M +9% 7.12% 23.3% 86 16.28% 2.9
RBA Wealth Management
4593
RBA Wealth Management
California
$191M +$17M +10% 11.6% 91% 92 6.52% 1.2
PYA Waltman Capital
4594
PYA Waltman Capital
Tennessee
$190M +$20.2M +12% 13.5% 62.4% 209 71.77% 1.8
William Marsh Rice University
4595
William Marsh Rice University
Texas
$190M +$37.2M +24% 6.79% 1.81% 8 25% 1.6
Wealth Management Solutions
4596
Wealth Management Solutions
Pennsylvania
$190M +$18.7M +11% 7.73% – 97 22.68% 0.8
13D Management
4597
13D Management
New York
$190M -$970K -0.5% 12.8% 157% 33 21.21% 1.8
InceptionR
4598
InceptionR
California
$190M – – 11.5% 62.9% 362 – 0
Marvin & Palmer Associates
4599
Marvin & Palmer Associates
Delaware
$190M +$27.1M +17% 11.4% 392% 32 37.5% 0.7
DA
4600
Dash Acquisitions
California
$190M +$11.1M +6% 7.38% 52% 42 19.05% 1.5