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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)
VIA
4601
Vantis Investment Advisers
Florida
$121M +$96.8M +408% 21.5% 39.6% 19 94.74% 0
360 Financial
4602
360 Financial
Minnesota
$121M +$25.2M +26% 21.2% 82.5% 70 25.71% 0.4
Demars Financial Group
4603
Demars Financial Group
Washington
$121M +$24.8M +26% 14.6% 69.1% 69 36.23% 0.3
Auxano Advisors
4604
Auxano Advisors
Washington
$120M +$10.8M +10% 25.8% 85.4% 42 11.9% 0.2
Moseley Investment Management
4605
Moseley Investment Management
Florida
$120M +$35.3M +41% 30.9% 96.6% 136 22.06% 0.9
Watchman Group
4606
Watchman Group
Texas
$120M +$23.4M +24% 24.9% 54% 84 20.24% 0.4
GTP
4607
Global Thematic Partners
New York
$120M -$1.12B -90% 40.6% 47.4% 62 75.81% 3.3
venBio Partners
4608
venBio Partners
California
$120M +$2.93M +2% 22.1% 564% 6 33.33% 1.6
Exeter Financial
4609
Exeter Financial
Arizona
$120M +$13.9M +13% 16.5% 59.1% 68 2.94% 2.3
Cougar Global Investments
4610
Cougar Global Investments
Ontario, Canada
$120M -$423K -0.4% 9.56% 17.4% 24 50% 1.7
Searcy Financial Services
4611
Searcy Financial Services
Kansas
$120M +$49.5M +70% 18.3% 60.2% 15 26.67% 1
Lagoda Investment Management
4612
Lagoda Investment Management
New York
$120M +$35.6M +42% 43.1% 250% 30 10% 3.8
Wealth Advisors of Tampa Bay
4613
Wealth Advisors of Tampa Bay
Florida
$120M +$30.7M +34% 17% 86.2% 69 10.14% 1.7
Benjamin Edwards Inc
4614
Benjamin Edwards Inc
Missouri
$120M +$23.5M +24% 15.7% 66.5% 402 18.66% 0.8
Kiley Juergens Wealth Management
4615
Kiley Juergens Wealth Management
Washington
$120M +$22.8M +24% 21.1% 106% 49 16.33% 1.7
HIC
4616
Harbor Island Capital
Massachusetts
$120M +$16M +15% 22.4% 218% 17 11.76% 2.1
Ayrshire Capital Management
4617
Ayrshire Capital Management
Connecticut
$120M +$20.4M +21% 22.9% 84.8% 66 13.64% 0.5
Harvest Group Wealth Management
4618
Harvest Group Wealth Management
Massachusetts
$120M +$20.4M +21% 17% 28.1% 967 26.06% 0.8
Concorde Asset Management
4619
Concorde Asset Management
Michigan
$120M +$22.3M +23% 14.5% – 136 36.76% 1.7
Walled Lake Planning & Wealth Management
4620
Walled Lake Planning & Wealth Management
Illinois
$119M +$10.1M +9% 15.8% 51.7% 386 15.28% 0.4
J. Arnold Wealth Management
4621
J. Arnold Wealth Management
Ohio
$119M +$85.2M +249% 31.1% 46.2% 69 56.52% 0.2
Compass Financial Group (Florida)
4622
Compass Financial Group (Florida)
Florida
$119M +$36.1M +43% 13.8% 44.1% 19 21.05% 2.3
Fourthstone LLC
4623
Fourthstone LLC
Missouri
$119M +$9.35M +9% 2.97% 104% 71 57.75% 0.2
SSCM
4624
Summit Street Capital Management
New York
$119M +$26.9M +29% 28% 217% 36 11.11% 2
Yaupon Capital Management
4625
Yaupon Capital Management
New York
$119M +$56.5M +90% 34.3% 122% 37 48.65% 0.6