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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)
Hel Ved Capital Management
4776
Hel Ved Capital Management
Hong Kong
$177M +$46.9M +36% 2.21% 1,351% 18 38.89% 0.8
AFP
4777
Advus Financial Partners
Florida
$177M +$35.5M +25% 6.57% 56.5% 67 22.39% 0.8
Scott Capital Advisors
4778
Scott Capital Advisors
Oregon
$177M +$30M +21% 7.46% 50.9% 47 27.66% 0.7
Deepwater Asset Management
4779
Deepwater Asset Management
Minnesota
$176M – – 2.34% 142% 25 – 0
Taylor Frigon Capital Management
4780
Taylor Frigon Capital Management
Arizona
$176M -$15.6M -8% 0.37% 152% 90 6.67% 3.5
Portland Investment Counsel
4781
Portland Investment Counsel
Ontario, Canada
$176M +$20.8M +13% 6.47% 108% 40 12.5% 3.3
Fullen Financial Group
4782
Fullen Financial Group
Ohio
$176M +$19.1M +12% 6.38% 28.4% 60 5% 2.3
NatWest Group
4783
NatWest Group
United Kingdom
$176M +$3.72M +2% 8.67% 207% 53 7.55% 3.8
MAM
4784
Mystic Asset Management
Rhode Island
$176M +$19.9M +13% 13.2% 114% 152 5.92% 0.9
Tabor Asset Management
4785
Tabor Asset Management
New York
$176M +$33.6M +24% 13.6% 214% 43 51.16% 0.6
Hall Private Wealth Advisors
4786
Hall Private Wealth Advisors
North Carolina
$176M +$2.22M +1% 7.76% – 50 24% 1.1
Mendel Money Management
4787
Mendel Money Management
Illinois
$176M +$15.4M +10% 9.88% 75.4% 121 7.44% 2.8
Aspire Capital Advisors
4788
Aspire Capital Advisors
Washington
$176M +$49.5M +39% 8.51% 59.3% 54 18.52% 0.7
X-Square Capital
4789
X-Square Capital
Puerto Rico
$176M +$18.2M +12% 13.5% 158% 160 11.25% 2.3
Westshore Wealth
4790
Westshore Wealth
California
$176M +$30.2M +21% 6.73% 58.8% 113 26.55% 1.4
Oldfather Financial Services
4791
Oldfather Financial Services
Nebraska
$175M +$15.9M +10% 8% 60.8% 63 12.7% 2.5
PCM
4792
Perritt Capital Management
Illinois
$175M +$18.5M +12% 12.6% 80.9% 310 43.87% 2.5
Richmond Hill Investments
4793
Richmond Hill Investments
New York
$175M +$19.3M +12% 13.2% 55.2% 5 0% 4.4
SI
4794
Saxon Interests
Texas
$175M +$11.2M +7% 9.31% 81.2% 175 21.14% 0.7
Wealth Effects
4795
Wealth Effects
Massachusetts
$175M +$11.7M +7% 10.6% 235% 209 21.05% 0.8
Vista Investment Management
4796
Vista Investment Management
Pennsylvania
$175M +$12.7M +8% 6.79% 54.4% 168 11.31% 3.5
Stiles Financial Services
4797
Stiles Financial Services
Minnesota
$175M +$10.3M +6% 8.17% 144% 191 19.37% 0.8
Fi3 Financial Advisors
4798
Fi3 Financial Advisors
Indiana
$175M +$65M +59% 9.52% 83.1% 74 37.84% 0.9
Centennial Bank
4799
Centennial Bank
Arkansas
$175M – – 10.3% 69.9% 341 – 0
Madrona Financial Services
4800
Madrona Financial Services
Washington
$175M +$12.8M +8% 5.64% 85.1% 86 24.42% 2.6