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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)
Letson Investment Management
4801
Letson Investment Management
Georgia
$255M +$28.7M +13% 10.3% – 91 3.3% 0.7
Cypress Point Wealth Management
4802
Cypress Point Wealth Management
Texas
$255M +$43.4M +21% 16% 226% 77 9.09% 1.3
LaSalle St. Investment Advisors
4803
LaSalle St. Investment Advisors
Illinois
$255M +$54.3M +27% 5.57% 61.9% 220 30.45% 0.8
Your Advocates Ltd
4804
Your Advocates Ltd
Texas
$255M +$16.3M +7% 6.41% 50% 249 10.84% 2.5
Forager Capital Management
4805
Forager Capital Management
Alabama
$254M +$20.8M +9% 11.4% 52.6% 14 7.14% 2.3
Allred Capital Management
4806
Allred Capital Management
Texas
$254M -$6.66M -3% 6.38% 73.5% 179 13.97% 4
David Kennon
4807
David Kennon
Florida
$254M +$15.9M +7% 5.94% 52.4% 34 0% 1.5
Sweeney & Michel
4808
Sweeney & Michel
California
$254M +$19.2M +8% 6.56% – 123 10.57% 1.2
Main Street Group
4809
Main Street Group
Virginia
$254M +$13.1M +5% 4.02% 98.3% 937 17.18% 0.7
Mezzasalma Advisors
4810
Mezzasalma Advisors
New Jersey
$254M +$20.4M +9% 6.66% 203% 87 13.79% 1.7
AC
4811
ASB Consultores
Florida
$254M -$25M -9% 4.94% 84.6% 226 21.24% 1.1
Eclectic Associates
4812
Eclectic Associates
California
$253M +$28.5M +13% 6.86% 53.8% 104 16.35% 2.4
Capital Today Evergreen Fund
4813
Capital Today Evergreen Fund
Cayman Islands
$253M +$35.1M +16% 14.2% 23.7% 3 0% 1.3
GWM
4814
Gray Wealth Management
Maine
$253M +$21.5M +9% 6.28% 22.1% 144 9.72% 3
Bear Mountain Capital
4815
Bear Mountain Capital
Washington
$253M +$7.48M +3% 6.57% – 192 14.06% 0.7
My Legacy Advisors
4816
My Legacy Advisors
Oregon
$253M -$59.6M -19% 6.91% 49.1% 212 10.85% 1.8
PWMG
4817
Private Wealth Management Group
New Jersey
$253M +$22.4M +10% 7.4% 63.2% 1,564 8.57% 0.7
BIMC
4818
Benson Investment Management Company
Virginia
$253M +$11.3M +5% 7.32% 99.8% 62 43.55% 1.6
J.H. Whitney Equity Partners VII
4819
J.H. Whitney Equity Partners VII
Connecticut
$253M +$119M +88% 88.4% 407% 1 0% 2.8
Carnegie Lake Advisors
4820
Carnegie Lake Advisors
New Jersey
$253M – – 9.81% – 157 – 0
DHJJ Financial Advisors
4821
DHJJ Financial Advisors
Illinois
$253M +$15.9M +7% 5.81% 62.5% 887 6.76% 1.2
Sachetta
4822
Sachetta
Massachusetts
$253M +$22.8M +10% 6.34% – 1,316 13.91% 0.7
Fortitude Family Office
4823
Fortitude Family Office
Arizona
$253M +$76.3M +43% 7.91% 81.1% 1,298 32.97% 0.5
Campbell Capital Management
4824
Campbell Capital Management
Florida
$252M +$19.6M +8% 3.2% – 57 33.33% 1.7
Sio Capital Management
4825
Sio Capital Management
New York
$252M -$117M -32% 11.8% 564% 57 47.37% 0.8