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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)
Foguth Wealth Management
4951
Foguth Wealth Management
Michigan
$227M +$40.2M +22% 1.94% – 162 39.51% 0.2
Old West Investment Management
4952
Old West Investment Management
California
$227M +$29M +15% 8.54% 242% 63 23.81% 2.6
Marks Wealth
4953
Marks Wealth
Maryland
$227M -$38M -14% 4.71% 169% 24 70.83% 0.8
SST
4954
S Squared Technology
New York
$227M +$8.8M +4% 4.46% 223% 36 5.56% 3
Rooted Wealth Advisors
4955
Rooted Wealth Advisors
Illinois
$227M +$23.6M +12% 1.7% 50.8% 88 9.09% 1
Monte Financial Group
4956
Monte Financial Group
Connecticut
$226M -$1.76M -0.8% 0.31% 57.9% 86 8.14% 3.4
Clarus Group
4957
Clarus Group
Texas
$226M +$83.6M +59% 3.52% 67.5% 125 22.4% 2
Purus Wealth Management
4958
Purus Wealth Management
California
$226M +$23.9M +12% 10.3% 174% 118 5.93% 2.3
IMA Advisory Services
4959
IMA Advisory Services
Colorado
$226M +$14.9M +7% 3.41% 74.5% 77 10.39% 3.4
Vigilare Wealth Management
4960
Vigilare Wealth Management
Arizona
$226M +$23.4M +12% 2.74% 56.9% 100 15% 2.6
Hunting Hill Global Capital
4961
Hunting Hill Global Capital
New York
$226M +$24.6M +12% 5.56% 132% 132 28.79% 0.7
Kensington Investment Counsel
4962
Kensington Investment Counsel
California
$226M +$7.12M +3% 1.5% 81.9% 111 15.32% 2.4
Letson Investment Management
4963
Letson Investment Management
Georgia
$226M -$10.5M -4% 2.81% – 96 9.38% 0.5
James T. Borello RIA
4964
James T. Borello RIA
Illinois
$226M +$6.39M +3% 0.98% 71.2% 178 3.37% 0.5
MS
4965
Madden Securities
Texas
$226M +$9.22M +4% 3.8% 108% 109 17.43% 2.4
Bridgewealth Advisory Group
4966
Bridgewealth Advisory Group
California
$226M +$21.5M +10% 0.82% 39.1% 87 25.29% 1
Investment Research & Advisory Group
4967
Investment Research & Advisory Group
Georgia
$226M +$8.36M +4% 4.76% 105% 216 7.87% 2.9
Robertson Opportunity Capital
4968
Robertson Opportunity Capital
Texas
$226M +$3.4M +2% 0.37% 93.4% 26 7.69% 6.7
DI
4969
DAGCO Inc
Ohio
$225M +$5.73M +3% 1.69% 75% 232 11.21% 1
Compass Advisory Group
4970
Compass Advisory Group
New York
$225M -$1.05M -0.5% 1.55% 49.2% 79 13.92% 2.4
Walnut Level Capital
4971
Walnut Level Capital
Colorado
$225M +$54.1M +32% 4.9% – 50 44% 0.3
Hanover Advisors
4972
Hanover Advisors
South Carolina
$225M -$13.3M -6% 1.56% – 96 9.38% 0.5
ODFS
4973
O'Donnell Financial Services
California
$225M +$6.59M +3% 1.86% 61% 40 7.5% 1.2
Sentry Investment Management
4974
Sentry Investment Management
Wisconsin
$225M -$32.5M -13% 5.38% 103% 471 8.92% 5.4
Eclectic Associates
4975
Eclectic Associates
California
$225M +$5.79M +3% 0.59% 53.8% 93 7.53% 2.4