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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)
Wealth Effects
4626
Wealth Effects
Massachusetts
$203M -$24.7M -11% 8.7% 235% 208 8.17% 1.4
Azarias Capital Management
4627
Azarias Capital Management
Pennsylvania
$202M +$82.8M +69% 19% 58.2% 22 9.09% 1.4
Praetorian PR
4628
Praetorian PR
Puerto Rico
$202M +$35.6M +21% 8.68% 80.3% 32 21.88% 0.3
West Oak Capital
4629
West Oak Capital
California
$201M -$4.43M -2% 2.39% 110% 326 2.45% 5.7
WC
4630
Weil Company
California
$201M -$23.4M -10% 4.24% 71.7% 154 19.48% 2.8
Davidson Capital Management
4631
Davidson Capital Management
Texas
$201M +$719K +0.4% 3.06% 79.4% 86 8.14% 2.1
BancFirst Trust & Investment Management
4632
BancFirst Trust & Investment Management
Oklahoma
$201M +$29.4M +17% 1.8% 44.1% 49 16.33% 1.4
TPWM
4633
Twelve Points Wealth Management
Massachusetts
$201M +$12.9M +7% 2.65% 50.7% 176 9.66% 1.5
Finepoint Capital
4634
Finepoint Capital
Massachusetts
$201M -$88.3M -31% 12.5% 27.4% 39 28.21% 1.2
SHFP
4635
Second Half Financial Partners
Florida
$201M -$237M -54% 2.82% 36.8% 157 76.43% 1.1
Allred Capital Management
4636
Allred Capital Management
Texas
$201M -$3.08M -2% 2.52% 73.5% 161 6.83% 3.8
Atlantic Investment Management
4637
Atlantic Investment Management
New York
$201M -$2.41M -1% 2.77% 28.8% 11 36.36% 1.6
Vesey Street Capital Partners
4638
Vesey Street Capital Partners
New York
$201M -$52.2M -21% 20.6% 47.8% 1 0% 1.8
Chase Investment Counsel
4639
Chase Investment Counsel
Virginia
$200M +$2.14M +1% 0.16% 350% 133 45.86% 1.3
Adirondack Trust Company
4640
Adirondack Trust Company
New York
$200M -$13.6M -6% 3.29% 96.7% 496 9.27% 5.4
ABLE Financial Group
4641
ABLE Financial Group
Arizona
$200M +$6.86M +4% 3.39% 64.2% 160 25.63% 0.4
Strong Tower Advisory Services
4642
Strong Tower Advisory Services
Minnesota
$200M -$11.2M -5% 2.24% 155% 91 4.4% 1.7
Intergy Private Wealth
4643
Intergy Private Wealth
Colorado
$200M -$4.28M -2% 3.68% 73.8% 76 10.53% 1.3
HRC
4644
Hoertkorn Richard Charles
$200M -$7.74M -4% 3.29% 172% 86 6.98% 6.7
Colton Groome Financial Advisors
4645
Colton Groome Financial Advisors
North Carolina
$200M -$13.6M -6% 3.77% 65.8% 126 20.63% 1.8
Walled Lake Planning & Wealth Management
4646
Walled Lake Planning & Wealth Management
Illinois
$200M -$5.89M -3% 4.46% 62.6% 104 4.81% 1.4
Long Path Partners
4647
Long Path Partners
Connecticut
$200M -$27.8M -12% 3.79% 9.18% 20 55% 1.2
GoalVest Advisory
4648
GoalVest Advisory
New York
$200M +$5.82M +3% 3.56% 94.8% 486 27.78% 0.9
Rede Wealth
4649
Rede Wealth
Virginia
$199M -$11.2M -5% 0.05% 84.4% 100 21% 2.1
Tempus Wealth Planning
4650
Tempus Wealth Planning
California
$199M -$22.2M -10% 3.29% 95% 196 20.41% 2