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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)
Global Wealth Strategies & Associates
4576
Global Wealth Strategies & Associates
Colorado
$213M +$19.4M +10% 4.39% 68.7% 363 12.67% 0.5
CC
4577
Corton Capital
Ontario, Canada
$213M +$68.7M +48% 15.1% 225% 538 63.01% 0.3
Palogic Value Management
4578
Palogic Value Management
Texas
$213M +$8.66M +4% 5.58% 31.3% 171 12.87% 0.4
Flagstone Financial Management
4579
Flagstone Financial Management
Nebraska
$213M +$12.6M +6% 3.35% 43.9% 41 7.32% 0.5
Cutler Capital Management
4580
Cutler Capital Management
Massachusetts
$213M -$11.3M -5% 0.94% 39.7% 103 6.8% 2.9
Alfreton Capital
4581
Alfreton Capital
United Kingdom
$212M -$1.28M -0.6% 13.4% 22.2% 4 0% 1.1
Platform Technology Partners
4582
Platform Technology Partners
New York
$212M +$10M +5% 9.18% – 224 11.16% 2.3
University of Massachusetts Foundation
4583
University of Massachusetts Foundation
Massachusetts
$212M +$41.2M +24% 6.11% 53.6% 4 0% 3.1
OneAscent Wealth Management
4584
OneAscent Wealth Management
Alabama
$212M -$44.4M -17% 1.39% 50.6% 190 54.74% 0.8
SSCM
4585
Summit Street Capital Management
New York
$212M +$24.1M +13% 4.26% 217% 32 9.38% 4.7
Prudent Investors Network
4586
Prudent Investors Network
California
$212M +$1.32M +0.6% 2.73% – 34 5.88% 2
Veery Capital
4587
Veery Capital
Delaware
$212M +$24.5M +13% 4.67% 63.4% 88 9.09% 1.8
Asset Allocation Strategies
4588
Asset Allocation Strategies
Michigan
$212M +$177M +510% 4.15% 58.1% 62 46.77% 0.3
Rye Brook Capital
4589
Rye Brook Capital
Connecticut
$212M +$48.2M +29% 5.51% 77.2% 33 39.39% 1.1
Weik Capital Management
4590
Weik Capital Management
Pennsylvania
$212M -$6.88M -3% 7.06% 66.9% 101 5.94% 6.9
SimpliFi Inc
4591
SimpliFi Inc
California
$212M +$8.07M +4% 1.41% 26.7% 39 23.08% 2.1
WJ Wealth Management
4592
WJ Wealth Management
Arizona
$211M +$63.6M +43% 7.57% 90.6% 70 42.86% 1.3
Allegheny Financial Group
4593
Allegheny Financial Group
Pennsylvania
$211M -$36.2M -15% 5.08% 71.1% 165 9.7% 2
Bridge City Capital
4594
Bridge City Capital
Oregon
$211M +$11.9M +6% 7.3% 120% 95 3.16% 4.1
USAdvisors Wealth Management
4595
USAdvisors Wealth Management
Minnesota
$211M +$1.17M +0.6% 4.59% 59.6% 123 23.58% 2.2
Oak Family Advisors
4596
Oak Family Advisors
Illinois
$211M +$8.2M +4% 5.71% 81.9% 119 10.08% 1.7
Kelly Financial Services
4597
Kelly Financial Services
Massachusetts
$211M +$13M +7% 5.61% 64.3% 752 9.84% 2.8
Strong Tower Advisory Services
4598
Strong Tower Advisory Services
Minnesota
$211M +$21.3M +11% 11.9% 155% 93 7.53% 1.5
Seascape Capital Management
4599
Seascape Capital Management
New Hampshire
$211M +$15M +8% 4.44% 111% 99 9.09% 2.1
OLIO Financial Planning
4600
OLIO Financial Planning
Virginia
$211M +$17.6M +9% 3.48% 52.9% 48 14.58% 1.2