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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)
Lifeworks Advisors
4901
Lifeworks Advisors
Michigan
$158M +$6.31M +4% 11.5% 80.4% 151 21.85% 0.4
Bickling Financial Services
4902
Bickling Financial Services
Massachusetts
$158M -$37.2M -19% 16.1% – 134 13.43% 1.3
Provident Wealth Management
4903
Provident Wealth Management
Tennessee
$158M -$7.14M -4% 14% 61.1% 109 20.18% 1.4
Hudson Value Partners
4904
Hudson Value Partners
Florida
$158M -$36.8M -19% 16% 124% 114 14.91% 1.3
Madison Wealth Partners
4905
Madison Wealth Partners
Wisconsin
$157M -$21.4M -12% 14.9% 66.9% 90 26.67% 1.1
Shaker Investments
4906
Shaker Investments
Ohio
$157M -$39.2M -20% 17.4% 205% 98 16.33% 2.7
St. Johns Investment Management
4907
St. Johns Investment Management
Florida
$157M -$30.6M -16% 14.4% 80.9% 199 14.57% 5
PWP
4908
Pursue Wealth Partners
California
$157M -$85M -35% 21.5% 108% 255 59.22% 0.4
ICW Investment Advisors
4909
ICW Investment Advisors
Arizona
$157M -$16.6M -10% 8.52% 50.1% 133 4.51% 2.3
AFT
4910
Alpha Family Trust
California
$157M -$89.5M -36% 25.7% 198% 51 66.67% 0.4
Donald L. Hagan LLC
4911
Donald L. Hagan LLC
Florida
$157M -$20.8M -12% 10.6% 47.9% 101 16.83% 2.4
Narus Financial Partners
4912
Narus Financial Partners
Utah
$157M -$21.8M -12% 13.9% 85.3% 127 23.62% 2.7
Compass Financial Group (Florida)
4913
Compass Financial Group (Florida)
Florida
$157M -$9.8M -6% 7.54% 44.1% 31 19.35% 3.1
Hancock Whitney Investment Services
4914
Hancock Whitney Investment Services
Louisiana
$157M -$16.5M -10% 11.3% – 61 11.48% 0.5
Sitrin Capital Management
4915
Sitrin Capital Management
California
$157M -$42.5M -21% 15.6% 139% 40 17.5% 2.7
Amia Capital
4916
Amia Capital
United Kingdom
$157M -$42.7M -21% 21.1% 30.1% 4 50% 1
Bill Few Associates
4917
Bill Few Associates
Pennsylvania
$156M -$27.2M -15% 12.2% 91.5% 128 14.06% 0.5
EP
4918
Elkhorn Partners
Nebraska
$156M -$30M -16% 16.1% 32.2% 50 18% 3.8
Constitution Capital
4919
Constitution Capital
Connecticut
$156M -$26.4M -14% 11.1% 91.1% 72 20.83% 1.3
Resurgent Financial Advisors
4920
Resurgent Financial Advisors
Georgia
$156M -$5.14M -3% 12.8% 86.4% 228 32.46% 0.3
Kapitalo Investimentos
4921
Kapitalo Investimentos
Brazil
$156M +$58.3M +60% 2.74% 66.5% 49 59.18% 0.4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
4922
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$156M -$55.8M -26% 24.7% 215% 74 12.16% 1.4
Running Point Capital Advisors
4923
Running Point Capital Advisors
California
$156M -$15.1M -9% 13.8% 52.1% 239 13.39% 0.7
Nixon Capital
4924
Nixon Capital
Texas
$156M -$19.6M -11% 18.9% 118% 22 22.73% 1.1
RCA
4925
Rex Capital Advisors
Rhode Island
$155M -$8.12M -5% 13.8% 7.31% 24 25% 3.5