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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)
PCA
4826
Prospect Capital Advisors
California
$237M +$12.4M +5% 3.04% 202% 25 24% 3.2
OLIO Financial Planning
4827
OLIO Financial Planning
Virginia
$237M -$551K -0.2% 0.45% 52.9% 52 0% 2
LI
4828
LHM Inc
Utah
$237M +$95.4M +67% 1.55% – 16 6.25% 0.4
Silver Heights Capital Management
4829
Silver Heights Capital Management
Ontario, Canada
$237M -$16.3M -6% 1.06% 39.8% 5 0% 6.8
Rockport Wealth
4830
Rockport Wealth
Ohio
$237M +$87.2M +58% 5.85% – 69 18.84% 0.2
Ashburton (Jersey)
4831
Ashburton (Jersey)
Jersey
$237M – – 6.64% – 39 – 4.2
DHJJ Financial Advisors
4832
DHJJ Financial Advisors
Illinois
$237M +$10.8M +5% 1.02% 62.5% 848 5.66% 1.1
Brand Asset Management Group
4833
Brand Asset Management Group
Missouri
$237M +$4.27M +2% 1.34% 70.2% 83 9.64% 4.6
LWMM
4834
Legacy Wealth Management (Mississippi)
Mississippi
$237M +$14.9M +7% 5.51% 89.1% 76 11.84% 3.4
Palumbo Wealth Management
4835
Palumbo Wealth Management
New York
$237M +$13.3M +6% 1.89% 115% 157 14.65% 1.8
Hudson Value Partners
4836
Hudson Value Partners
Florida
$237M +$1.13M +0.5% 2.21% 124% 100 15% 2.5
Gold Investment Management
4837
Gold Investment Management
Alberta, Canada
$236M -$11M -4% 0.31% 117% 216 0.93% 0.5
INCA Investments
4838
INCA Investments
Florida
$236M +$4.02M +2% 5.53% 128% 11 9.09% 4.4
Ceera Investments
4839
Ceera Investments
Texas
$236M +$8.03M +4% 0.01% 47.9% 93 8.6% 1.8
Omnia Family Wealth
4840
Omnia Family Wealth
Florida
$236M +$22.8M +11% 2.85% 80.6% 84 19.05% 4
Heathbridge Capital Management
4841
Heathbridge Capital Management
Ontario, Canada
$236M -$22.6M -9% 1.42% 58.7% 32 18.75% 4.8
EFM
4842
Eley Financial Management
Vermont
$236M +$3.71M +2% 2.97% 69.7% 69 2.9% 1.3
Palogic Value Management
4843
Palogic Value Management
Texas
$236M +$4.77M +2% 0.99% 31.3% 170 10.59% 1.3
Naman Capital
4844
Naman Capital
Brazil
$236M -$20.6M -8% 3.93% 89.9% 10 10% 3.2
CAS
4845
CTC Alternative Strategies
Illinois
$236M +$75.3M +47% 2.14% 111% 297 95.96% 0
Forge First Asset Management
4846
Forge First Asset Management
Canada
$235M -$83M -26% 1.4% 112% 65 66.15% 0.4
New Century Financial Group
4847
New Century Financial Group
New Jersey
$235M +$91.1M +63% 2.42% – 307 52.44% 0.2
GPM Growth Investors
4848
GPM Growth Investors
Michigan
$235M – – 4.96% – 43 – 2.7
Watershed Private Wealth
4849
Watershed Private Wealth
Illinois
$235M +$9.24M +4% 3.68% 71.4% 127 10.24% 1
Raleigh Capital Management
4850
Raleigh Capital Management
North Carolina
$235M +$3.12M +1% 2% 71.8% 1,032 11.43% 1.3