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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 Management Resources
4676
Wealth Management Resources
Rhode Island
$293M +$17.3M +6% 4.41% 37.7% 34 8.82% 2.6
PCJ Investment Counsel
4677
PCJ Investment Counsel
Ontario, Canada
$293M +$37.1M +14% 13.8% 164% 75 28% 3
Taylor Hoffman Capital Management
4678
Taylor Hoffman Capital Management
Virginia
$293M +$22.8M +8% 9.17% – 119 4.2% 0.7
Hobbs Group Advisors
4679
Hobbs Group Advisors
South Carolina
$292M +$29.4M +11% 7.56% – 165 22.42% 1.1
Fusion Capital
4680
Fusion Capital
South Carolina
$292M +$30M +11% 8.21% 108% 93 17.2% 3.3
Milestones Administradora de Recursos
4681
Milestones Administradora de Recursos
Brazil
$292M +$96.5M +49% 22.2% 116% 22 13.64% 1.9
United Community Bank
4682
United Community Bank
South Carolina
$292M +$23.9M +9% 4.8% 72.7% 542 17.34% 1.7
Financial Life Advisors
4683
Financial Life Advisors
Texas
$292M +$24M +9% 7.56% 47% 51 5.88% 3.2
Veracity Capital
4684
Veracity Capital
Georgia
$292M +$34M +13% 12.7% 149% 254 15.75% 2.6
Northern Right Capital Management
4685
Northern Right Capital Management
Connecticut
$292M +$47.1M +19% 25.1% 187% 28 32.14% 2.2
Greenhaven Road Investment Management
4686
Greenhaven Road Investment Management
Connecticut
$292M +$46.6M +19% 16.9% 70.2% 20 15% 1.8
SAMT
4687
Select Asset Management & Trust
Pennsylvania
$292M +$42.4M +17% 8.96% 68.4% 81 16.05% 3.7
TFG Advisers
4688
TFG Advisers
Michigan
$292M +$16.3M +6% 7.91% 61.8% 212 3.77% 4.7
Diana Davis Spencer Foundation
4689
Diana Davis Spencer Foundation
Maryland
$292M +$4.07M +1% 1.5% 13.4% 4 0% 8.1
TM
4690
TigerOak Management
New Mexico
$292M +$32.8M +13% 13.8% – 118 11.86% 0.4
PAM
4691
Pegasus Asset Management
New York
$292M +$42M +17% 13.6% 89% 74 16.22% 4.8
Vectors Research Management
4692
Vectors Research Management
New York
$292M +$5.81M +2% 7.8% 67.3% 125 12% 4.3
Prevatt Capital
4693
Prevatt Capital
Bahamas
$291M -$12.4M -4% 11.1% – 14 35.71% 1.2
ARQ Wealth Advisors
4694
ARQ Wealth Advisors
Arizona
$291M +$21.7M +8% 8.02% 59.3% 104 6.73% 2.2
Oldfield Partners
4695
Oldfield Partners
United Kingdom
$291M -$51.1M -15% 10% 90.3% 25 24% 4.5
Oldfather Financial Services
4696
Oldfather Financial Services
Nebraska
$291M +$27.5M +10% 7.84% 60.8% 86 11.63% 3.5
Weybosset Research & Management
4697
Weybosset Research & Management
Rhode Island
$291M +$4.67M +2% 2.92% 74.8% 37 13.51% 5.5
Auour Investments
4698
Auour Investments
Massachusetts
$291M +$15M +5% 5.83% 39.2% 81 3.7% 1.7
Veery Capital
4699
Veery Capital
Delaware
$291M +$33.7M +13% 9.45% 63.4% 97 8.25% 2.7
LJCM
4700
Lee Johnson Capital Management
Texas
$291M +$102M +54% 18.6% 118% 77 57.14% 0.6