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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)
Nucleo Capital
4626
Nucleo Capital
Brazil
$209M +$36.4M +21% 13.2% 116% 3 33.33% 1.2
Frisch Financial Group
4627
Frisch Financial Group
New York
$209M -$49.1M -19% 6.1% 66.6% 131 27.48% 2.5
Arisaig Partners (Asia)
4628
Arisaig Partners (Asia)
Singapore
$209M -$81.1M -28% 10.7% – 8 0% 1.5
KLCM
4629
KG&L Capital Management
Louisiana
$209M +$18M +9% 7.26% 91.9% 161 19.25% 2.3
Intrepid Financial Planning Group
4630
Intrepid Financial Planning Group
Indiana
$208M +$10.1M +5% 6.92% 92.5% 127 9.45% 0.8
Peterson Wealth Services
4631
Peterson Wealth Services
Utah
$208M +$14M +7% 10.3% 160% 99 18.18% 1.2
Evexia Wealth
4632
Evexia Wealth
Wisconsin
$208M +$22.7M +12% 7.76% 92.5% 45 15.56% 0.2
HGI Capital Management
4633
HGI Capital Management
New York
$208M +$56.8M +38% 4.59% 47% 47 61.7% 0.4
G&S Capital
4634
G&S Capital
Colorado
$208M -$18.1M -8% 4.37% 85.6% 139 38.13% 1.8
Waterford Advisors
4635
Waterford Advisors
New York
$208M +$23M +12% 4.09% 50.5% 55 12.73% 0.4
HRC
4636
Hoertkorn Richard Charles
$208M +$14M +7% 9.14% 172% 86 1.16% 6.5
Safeguard Financial
4637
Safeguard Financial
Wisconsin
$208M +$42.9M +26% 6.65% 21.9% 607 88.63% 0.1
Centurion Wealth Management
4638
Centurion Wealth Management
Virginia
$207M +$9.8M +5% 6.22% – 159 7.55% 0.5
MWM
4639
MTC Wealth Management
Florida
$207M +$12.5M +6% 1.58% 30.5% 13 7.69% 1.8
Robertson Opportunity Capital
4640
Robertson Opportunity Capital
Texas
$207M +$16.1M +8% 11.4% 93.4% 24 0% 6.2
Monterey Private Wealth
4641
Monterey Private Wealth
California
$206M +$11.7M +6% 7.34% 29.8% 111 14.41% 2.4
Sutton Wealth Advisors
4642
Sutton Wealth Advisors
Florida
$206M +$19.1M +10% 7.64% 40.9% 875 10.51% 4.8
EdgeRock Capital
4643
EdgeRock Capital
Colorado
$206M +$11.5M +6% 7.14% 71.3% 69 14.49% 0.8
Corbyn Investment Management
4644
Corbyn Investment Management
Maryland
$206M -$43.2M -17% 4.3% 71.9% 63 4.76% 4.3
Q3 Asset Management
4645
Q3 Asset Management
Michigan
$206M +$86.5M +72% 12.4% 96.2% 72 80.56% 0.2
Summit Rock Advisors
4646
Summit Rock Advisors
New York
$206M +$52.6M +34% 7.62% – 4 75% 0.1
First County Bank
4647
First County Bank
Connecticut
$206M +$2.12M +1% 4.09% 101% 176 12.5% 0.5
West Oak Capital
4648
West Oak Capital
California
$206M +$8.44M +4% 7.48% 110% 333 3.9% 5.4
Aspire Capital Advisors
4649
Aspire Capital Advisors
Washington
$206M +$15.3M +8% 6.97% 59.3% 63 19.05% 0.9
Tealwood Asset Management
4650
Tealwood Asset Management
Minnesota
$206M +$9.41M +5% 6.76% 128% 137 8.76% 3.1