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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)
360 Financial
4651
360 Financial
Minnesota
$194M +$1.22M +0.6% 1.49% 82.5% 98 16.33% 1.2
RCA
4652
Rex Capital Advisors
Rhode Island
$194M -$13.4M -6% 4.92% 7.31% 22 4.55% 3
X-Square Capital
4653
X-Square Capital
Puerto Rico
$193M -$17.2M -8% 4.1% 158% 158 16.46% 1.3
Marshall Financial Group (Maryland)
4654
Marshall Financial Group (Maryland)
Maryland
$193M +$8.25M +4% 0.02% 63.5% 180 10.56% 0.6
DHJJ Financial Advisors
4655
DHJJ Financial Advisors
Illinois
$193M +$3.89M +2% 1.08% 62.5% 127 6.3% 0.6
Marathon Asset Management (New York)
4656
Marathon Asset Management (New York)
New York
$193M -$36M -16% 3.79% 490% 32 31.25% 0.7
CAM
4657
Centre Asset Management
New York
$193M +$328K +0.2% 0.33% 45.3% 72 36.11% 1.8
VAM
4658
Velanne Asset Management
United Kingdom
$193M -$95.4M -33% 3.77% 29.6% 20 10% 2
Ironwood Investment Management
4659
Ironwood Investment Management
Massachusetts
$193M -$5.14M -3% 2.75% 164% 175 2.86% 4.8
ACT Capital Management
4660
ACT Capital Management
Pennsylvania
$193M -$1.64M -0.8% 9.63% – 141 39.01% 0.2
Chapman Investment Management
4661
Chapman Investment Management
California
$193M +$12.5M +7% 1.34% 44% 45 13.33% 1.2
Investors Asset Management of Georgia
4662
Investors Asset Management of Georgia
Georgia
$192M +$6.52M +4% 1.77% 118% 173 5.2% 4.4
Beacon Financial Advisory
4663
Beacon Financial Advisory
Ohio
$192M +$6.28M +3% 0.57% 76.8% 237 8.86% 1.2
SWM
4664
Strategic Wealth Management
Washington
$192M +$7.04M +4% 2.08% 52.8% 74 9.46% 1.1
Invesco Senior Secured Management
4665
Invesco Senior Secured Management
New York
$192M -$60.5M -24% 3.13% 18.1% 16 12.5% 2.6
Northwest Capital Management
4666
Northwest Capital Management
Oregon
$192M +$14.7M +8% 0.34% 57% 98 13.27% 1.7
WC
4667
Weil Company
California
$192M -$5.71M -3% 1.03% 71.7% 154 14.94% 1.8
Investment Management Associates
4668
Investment Management Associates
Colorado
$192M -$99K -0.1% 5.09% 50.4% 55 1.82% 0.7
Stonehearth Capital Management
4669
Stonehearth Capital Management
Massachusetts
$192M -$11.1M -5% 3.04% 87.5% 69 10.14% 2.3
Reston Wealth Management
4670
Reston Wealth Management
Virginia
$192M -$7.82M -4% 0.6% 66.4% 57 7.02% 1.8
Seafarer Capital Partners
4671
Seafarer Capital Partners
California
$192M -$15.6M -8% 6.9% 43% 4 0% 1.8
DA
4672
Dash Acquisitions
California
$192M +$16.4M +9% 1.19% 52% 41 24.39% 0.6
ShoreHaven Wealth Partners
4673
ShoreHaven Wealth Partners
New Jersey
$192M +$5.86M +3% 0.84% 72.4% 55 14.55% 0.7
Jeppson Wealth Management
4674
Jeppson Wealth Management
California
$192M +$8.46M +5% 0.72% 107% 158 6.96% 0.9
Palmer Knight Company
4675
Palmer Knight Company
Florida
$192M +$9.7M +5% 1.23% 78.9% 29 10.34% 2.1