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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)
TL Private Wealth
4876
TL Private Wealth
Texas
$177M +$5.05M +3% 5.08% 50.6% 47 8.51% 2.8
Half Sky Capital (UK)
4877
Half Sky Capital (UK)
United Kingdom
$177M +$20.3M +13% 18.1% 13% 11 45.45% 0.8
Blue Door Asset Management
4878
Blue Door Asset Management
Connecticut
$176M +$65.3M +59% 9.07% 127% 31 54.84% 0.6
ICW Investment Advisors
4879
ICW Investment Advisors
Arizona
$176M +$9.6M +6% 2.84% 58.6% 128 3.13% 2.9
Vantage Consulting Group
4880
Vantage Consulting Group
Virginia
$176M +$6.73M +4% 0.8% 261% 239 14.64% 1.5
West Michigan Advisors
4881
West Michigan Advisors
Michigan
$176M +$38.7M +28% 4.61% 86.6% 160 25.63% 0.8
Susquehanna International Group (Ireland)
4882
Susquehanna International Group (Ireland)
Ireland
$176M -$46.8M -21% 8.13% 5.26% 73 64.38% 0.4
Hudson Value Partners
4883
Hudson Value Partners
Florida
$176M +$13M +8% 7.85% 124% 108 8.33% 1.8
Meros Investment Management
4884
Meros Investment Management
Texas
$176M +$6.45M +4% 7.92% 102% 38 5.26% 1
CJM Wealth Advisers
4885
CJM Wealth Advisers
Virginia
$176M +$13.1M +8% 4.24% 76.8% 59 8.47% 1.1
Exane Asset Management
4886
Exane Asset Management
France
$176M +$19.8M +13% 8.68% 74.5% 15 73.33% 0.5
P&S Credit Management
4887
P&S Credit Management
New York
$175M +$115M +190% 0.14% – 15 33.33% 0.2
GWA
4888
GGM Wealth Advisors
Maryland
$175M -$18.7M -10% 2.99% 25.9% 139 60.43% 1.5
Valtinson Bruner Financial Planning
4889
Valtinson Bruner Financial Planning
Minnesota
$175M +$2.17M +1% 5.6% 40.3% 120 12.5% 1.9
HH
4890
HWG Holdings
Texas
$175M +$20.7M +13% 17.1% – 137 30.66% 2.2
Armor Investment Advisors
4891
Armor Investment Advisors
North Carolina
$175M +$10.6M +6% 5.44% 62% 180 8.33% 3.8
MAM
4892
Milestone Asset Management
Pennsylvania
$175M +$6.92M +4% 3.89% 64.4% 90 41.11% 0.2
Burrus Financial Services
4893
Burrus Financial Services
Utah
$175M +$2.4M +1% 3.67% 31.3% 11 27.27% 0.8
Northpond Ventures
4894
Northpond Ventures
Maryland
$175M -$9.37M -5% 15.7% 67.3% 6 33.33% 1
Carmel Capital Management
4895
Carmel Capital Management
California
$175M +$12.8M +8% 10.9% 247% 35 5.71% 1.2
Beta Wealth Group
4896
Beta Wealth Group
California
$175M +$25.8M +17% 6.08% 45.4% 115 27.83% 1.2
City State Bank
4897
City State Bank
Iowa
$175M +$12.3M +8% 4.44% 79.1% 701 9.27% 1.1
BTS Asset Management
4898
BTS Asset Management
Massachusetts
$175M -$53.3M -23% 2.02% 8.8% 48 27.08% 1
BIMC
4899
Benson Investment Management Company
Virginia
$175M +$5.41M +3% 4.9% 99.8% 62 45.16% 1.6
Fusion Capital
4900
Fusion Capital
South Carolina
$175M +$5.11M +3% 6.06% 108% 81 18.52% 2.2