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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)
PCG Wealth Advisors
4751
PCG Wealth Advisors
Kansas
$259M +$29.5M +13% 6.23% 87% 130 14.62% 1.6
Horan Securities
4752
Horan Securities
United States
$259M +$28M +12% 6.49% 50.1% 140 12.14% 2.9
Thomas H. Lee (THL) Partners
4753
Thomas H. Lee (THL) Partners
Massachusetts
$259M +$50.7M +24% 24.3% 37.2% 1 0% 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
4754
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$259M -$3.76M -1% 3.62% 215% 194 25.26% 1.3
Aubrey Capital Management
4755
Aubrey Capital Management
United Kingdom
$259M +$8.93M +4% 15.5% 319% 76 32.89% 1.4
Carmel Capital Partners
4756
Carmel Capital Partners
California
$259M +$22M +9% 11.4% 65.1% 177 13.56% 1.6
GFG Capital
4757
GFG Capital
Florida
$259M -$118M -31% 6.93% 152% 138 32.61% 2.6
Robertson Opportunity Capital
4758
Robertson Opportunity Capital
Texas
$259M +$33.3M +15% 6.59% 93.4% 30 16.67% 6.1
Running Point Capital Advisors
4759
Running Point Capital Advisors
California
$259M +$16.8M +7% 5.43% 52.1% 156 10.9% 2.4
LIC
4760
Laurus Investment Counsel
Canada
$259M +$16.7M +7% 10.6% 14.1% 42 7.14% 3.2
Old West Investment Management
4761
Old West Investment Management
California
$259M +$31.9M +14% 8.77% 242% 62 12.9% 2.7
Juncture Wealth Strategies
4762
Juncture Wealth Strategies
Arizona
$258M +$19.6M +8% 6.9% 76.5% 128 18.75% 2.7
Hoxton Planning & Management
4763
Hoxton Planning & Management
West Virginia
$258M +$43.2M +20% 5.67% 77.8% 207 26.57% 1.1
Arosa Capital Management
4764
Arosa Capital Management
Florida
$258M +$80.8M +46% 12.6% 536% 48 52.08% 0.5
SFMG
4765
Sage Financial Management Group
Virginia
$258M +$225M +684% 5.68% 47.3% 54 75.93% 0.4
Keystone Financial Services (Colorado)
4766
Keystone Financial Services (Colorado)
Colorado
$258M +$16.5M +7% 5.66% 66% 100 16% 1.7
FACT Capital
4767
FACT Capital
New York
$258M -$22.6M -8% 1.31% 227% 19 21.05% 1
Vitruvian Partners
4768
Vitruvian Partners
United Kingdom
$257M -$83.2M -24% 4.82% 96.9% 8 25% 3
Hudson Value Partners
4769
Hudson Value Partners
Florida
$257M +$20.9M +9% 6.99% 124% 103 17.48% 2.4
Brown Miller Wealth Management
4770
Brown Miller Wealth Management
Virginia
$257M +$16.5M +7% 6.6% 102% 133 12.78% 2.7
Royal Harbor Partners
4771
Royal Harbor Partners
Texas
$257M +$15.6M +6% 5.26% 54.6% 54 25.93% 1.7
Orion Investment Company
4772
Orion Investment Company
Missouri
$257M +$6.2M +2% 1.8% – 66 3.03% 0.2
Palumbo Wealth Management
4773
Palumbo Wealth Management
New York
$257M +$20.5M +9% 7.23% 115% 168 14.88% 1.9
Compass Advisory Group
4774
Compass Advisory Group
New York
$257M +$32M +14% 5.49% 49.2% 71 4.23% 2.5
Praetorian PR
4775
Praetorian PR
Puerto Rico
$257M -$15.3M -6% 1.16% 80.3% 17 17.65% 0.8