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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)
MA
4701
Menlo Advisors
California
$189M +$3.69M +2% 0.53% 108% 42 0% 3.8
Investors Financial Group
4702
Investors Financial Group
Minnesota
$189M +$2.74M +1% 2.41% – 213 11.74% 1.2
Aspen Investment Management
4703
Aspen Investment Management
Michigan
$189M -$2.18M -1% 0.54% 84.9% 153 15.03% 5.1
Mountain Capital Investment Advisors
4704
Mountain Capital Investment Advisors
Colorado
$189M -$27.7M -13% 0.19% 63.3% 129 11.63% 1
C-J Advisory
4705
C-J Advisory
California
$189M +$2.45M +1% 0.84% 39.2% 34 2.94% 3.8
FCP
4706
Fosse Capital Partners
United Kingdom
$189M +$7.3M +4% 2.12% 80% 5 20% 0.8
Sculati Wealth Management
4707
Sculati Wealth Management
Michigan
$189M +$5K +0% 0.15% 80.3% 123 12.2% 1.3
NEGWA
4708
New England Guild Wealth Advisors
Connecticut
$189M +$4.37M +2% 1.85% 6.04% 69 5.8% 2.6
Selective Wealth Management
4709
Selective Wealth Management
Virginia
$189M +$63.2M +50% 4.84% 74.4% 627 23.6% 0.9
First Pacific Financial
4710
First Pacific Financial
Washington
$189M +$7.52M +4% 0.09% 53.6% 97 8.25% 0.8
Reliant Wealth Planning
4711
Reliant Wealth Planning
Kentucky
$189M +$1.58M +0.8% 0.13% 39.4% 5 0% 1.5
Midwest Professional Planners Ltd (MPPL)
4712
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$189M -$3.4M -2% 0.81% 136% 126 17.46% 2
Algebris (UK)
4713
Algebris (UK)
United Kingdom
$188M +$2.22M +1% 0.24% 24.5% 37 56.76% 0.5
Townsend Asset Management
4714
Townsend Asset Management
North Carolina
$188M +$7.96M +4% 0.05% 88.5% 214 10.28% 1.4
Otter Creek Advisors
4715
Otter Creek Advisors
Florida
$188M -$39.8M -17% 3.22% 173% 53 47.17% 0.8
Crystal Rock Capital Management
4716
Crystal Rock Capital Management
Illinois
$188M -$4.02M -2% 0.45% 164% 34 2.94% 3
Diversified
4717
Diversified
Delaware
$188M +$8.59M +5% 0.61% 34.4% 109 11.93% 0.6
Broadmark Asset Management
4718
Broadmark Asset Management
California
$188M -$870K -0.5% 0.01% 39.6% 3 33.33% 0.5
FP
4719
Fiduciary Planning
Florida
$188M +$72.2M +62% 1.49% 71.4% 71 19.72% 0.8
Peoples Bank (Ohio)
4720
Peoples Bank (Ohio)
Ohio
$188M -$2.52M -1% 0.28% 78.9% 125 8% 3.3
Fortis Capital Management
4721
Fortis Capital Management
Washington
$188M -$10.8M -5% 0.54% 82% 136 38.97% 0.7
Augustine Asset Management
4722
Augustine Asset Management
Florida
$188M -$6.16M -3% 1.42% 316% 92 7.61% 3.1
Rede Wealth
4723
Rede Wealth
Virginia
$188M +$41K +0% 1.17% 84.4% 114 8.77% 0.7
Wiser Wealth Management
4724
Wiser Wealth Management
Georgia
$188M +$23.4M +14% 0.74% 53% 30 10% 0.7
Vienna Insurance Group
4725
Vienna Insurance Group
Poland
$187M +$28.1M +18% 0.12% 188% 34 32.35% 0.4