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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)
WealthBridge Investment Counsel
4726
WealthBridge Investment Counsel
Alberta, Canada
$272M -$9.19M -3% 0.24% 106% 47 2.13% 4
Blue Investment Partners
4727
Blue Investment Partners
California
$272M +$29.9M +12% 5% – 54 12.96% 1.1
Sequent Planning
4728
Sequent Planning
Nebraska
$272M -$17.8M -6% 0.2% – 158 18.35% 0.6
Robertson Opportunity Capital
4729
Robertson Opportunity Capital
Texas
$272M +$13.6M +5% 6.97% 93.4% 30 10% 6.2
Grandview Asset Management
4730
Grandview Asset Management
Pennsylvania
$272M +$97.9M +56% 6.8% 200% 122 52.46% 1.7
IronBridge Private Wealth
4731
IronBridge Private Wealth
Texas
$272M +$4.63M +2% 3.35% 143% 56 21.43% 1.5
Defender Capital
4732
Defender Capital
North Carolina
$272M -$29.2M -10% 15.5% 101% 42 23.81% 2.7
Sterling Financial Planning
4733
Sterling Financial Planning
New Jersey
$272M +$576K +0.2% 1.6% 59.3% 112 7.14% 3.1
Ceeto Capital Group
4734
Ceeto Capital Group
Florida
$272M +$3.78M +1% 3.73% 94.4% 183 8.2% 4.2
Viola Ventures VC Management 4
4735
Viola Ventures VC Management 4
Israel
$271M +$612K +0.2% 3.38% 79.1% 6 50% 1.5
Peregrine Asset Advisers
4736
Peregrine Asset Advisers
Oregon
$271M -$19.4M -7% 6.8% 182% 197 23.35% 2.1
Emergence GP Partners
4737
Emergence GP Partners
California
$271M +$11.6M +4% 3.61% – 4 25% 1.9
Atlanta Consulting Group Advisors
4738
Atlanta Consulting Group Advisors
Georgia
$271M -$132M -33% 1.36% – 236 49.15% 0.6
Wealth Management Resources
4739
Wealth Management Resources
Rhode Island
$271M +$21.5M +9% 2.37% 37.7% 34 17.65% 2.1
Carlton Hofferkamp & Jenks Wealth Management
4740
Carlton Hofferkamp & Jenks Wealth Management
Texas
$271M +$8.49M +3% 0.6% 63.9% 139 4.32% 6
PCG Wealth Advisors
4741
PCG Wealth Advisors
Kansas
$271M +$11.5M +4% 0.97% 87% 131 10.69% 1.8
Sterling Wealth Management
4742
Sterling Wealth Management
Illinois
$271M +$2.89M +1% 1.94% – 115 9.57% 0.9
Union Heritage Capital
4743
Union Heritage Capital
Michigan
$271M -$314K -0.1% 1% 82.1% 59 0% 3.3
Continental General Insurance Company
4744
Continental General Insurance Company
Texas
$271M -$76.7M -22% 9.62% 188% 8 62.5% 1
Northern Right Capital Management
4745
Northern Right Capital Management
Connecticut
$270M +$1.82M +0.7% 8.85% 187% 33 45.45% 2
Oak Asset Management
4746
Oak Asset Management
California
$270M -$12.1M -4% 1.85% 91.8% 106 3.77% 2.3
SC
4747
Sawyer & Company
Massachusetts
$270M +$42K +0% 0.72% 111% 202 16.34% 4.4
Hartree Partners
4748
Hartree Partners
New York
$270M -$166M -38% 0.64% 138% 94 57.45% 0.7
FCP
4749
Fosse Capital Partners
United Kingdom
$270M +$26.8M +11% 11.9% 80% 3 0% 4
Blue Door Asset Management
4750
Blue Door Asset Management
Connecticut
$270M +$116M +75% 3.75% 127% 21 38.1% 1.1