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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)
Forager Capital Management
4726
Forager Capital Management
Alabama
$161M -$48.6M -23% 18.5% 52.6% 14 14.29% 0.7
Zimmermann Investment Management & Planning
4727
Zimmermann Investment Management & Planning
Pennsylvania
$161M +$14.7M +10% 5.21% 31.6% 107 35.51% 0.5
Eastover Investment Advisors
4728
Eastover Investment Advisors
North Carolina
$161M -$3.42M -2% 4.43% 105% 46 4.35% 2
Mendel Money Management
4729
Mendel Money Management
Illinois
$160M -$7.44M -4% 5.3% 75.4% 119 9.24% 2.7
Allred Capital Management
4730
Allred Capital Management
Texas
$160M +$1.74M +1% 4.51% 73.5% 162 11.11% 3
FNWM
4731
Financial Network Wealth Management
Utah
$160M -$6.71M -4% 5.04% – 95 8.42% 1.5
Quantum Private Wealth
4732
Quantum Private Wealth
Florida
$160M -$9.6M -6% 2.8% 240% 197 13.2% 0.7
Eagle Capital Management (Louisiana)
4733
Eagle Capital Management (Louisiana)
Louisiana
$160M -$8.1M -5% 4.96% 103% 41 12.2% 4.1
Total Clarity Wealth Management
4734
Total Clarity Wealth Management
Illinois
$160M -$33.3M -17% 5.09% 69.7% 1,055 79.53% 1.4
Sentinus LLC
4735
Sentinus LLC
Illinois
$160M – – 5.94% – 114 – 0
Adaptive Financial Consulting
4736
Adaptive Financial Consulting
Ohio
$160M -$1.63M -1% 5.14% 33.4% 16 0% 2.7
Harbour Investment Management
4737
Harbour Investment Management
Washington
$160M -$6.45M -4% 3.87% 58.8% 75 13.33% 6.5
AAG
4738
Avalon Advisory Group
Pennsylvania
$160M -$8.89M -5% 5.84% 46% 10 10% 2.1
Oldfather Financial Services
4739
Oldfather Financial Services
Nebraska
$160M -$15.7M -9% 4.48% 60.8% 65 13.85% 2.4
CTC (Chicago Trading Company)
4740
CTC (Chicago Trading Company)
Illinois
$160M -$4.21M -3% 9.67% 192% 314 16.88% 1.3
Lipe & Dalton
4741
Lipe & Dalton
New York
$159M -$11.4M -7% 6.11% 101% 104 7.69% 4.5
WJ Wealth Management
4742
WJ Wealth Management
Arizona
$159M +$18.7M +13% 3.14% 90.6% 56 23.21% 1.3
Riverview Capital Advisers
4743
Riverview Capital Advisers
Massachusetts
$159M -$21.4M -12% 2.94% 84.8% 81 9.88% 0.7
CCM
4744
Consolidated Capital Management
California
$159M -$7.51M -5% 4.73% 166% 72 48.61% 2.1
Bordeaux Wealth Advisors
4745
Bordeaux Wealth Advisors
California
$159M +$14M +10% 2.78% 141% 93 23.66% 1.2
Oak Management Corp
4746
Oak Management Corp
Connecticut
$159M +$13.2M +9% 63.4% 96.4% 4 25% 0.9
DI
4747
DAGCO Inc
Ohio
$159M -$34.9M -18% 5.08% 75% 97 11.34% 3.1
Platinum Equity
4748
Platinum Equity
California
$159M +$18.2M +13% 3.02% 52.7% 8 12.5% 0.4
Watchman Group
4749
Watchman Group
Texas
$159M -$3.21M -2% 3.09% 54% 74 16.22% 1.9
Corundum Group
4750
Corundum Group
Colorado
$159M +$10.9M +7% 5.73% 80.5% 108 11.11% 3