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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)
Robertson Opportunity Capital
4976
Robertson Opportunity Capital
Texas
$222M -$5.95M -3% 13.1% 93.4% 24 0% 7
Tealwood Asset Management
4977
Tealwood Asset Management
Minnesota
$222M +$12.7M +6% 9.64% 128% 134 8.96% 3.6
Alfreton Capital
4978
Alfreton Capital
United Kingdom
$222M -$22.5M -9% 9.48% 22.2% 6 33.33% 1.2
SMART Wealth
4979
SMART Wealth
Nebraska
$222M +$38.9M +21% 6.05% 83.6% 133 49.62% 0.5
Bridger Management
4980
Bridger Management
New York
$222M -$39M -15% 13.9% 103% 38 39.47% 1.2
LWMM
4981
Legacy Wealth Management (Mississippi)
Mississippi
$222M +$14.4M +7% 9.47% 105% 74 9.46% 3.3
WCM
4982
Wunderlich Capital Managemnt
Tennessee
$222M -$659K -0.3% 8.68% 33.6% 107 7.48% 4.4
Ategra Capital Management
4983
Ategra Capital Management
Virginia
$222M -$6.02M -3% 1.51% 114% 98 14.29% 2.9
Revisor Wealth Management
4984
Revisor Wealth Management
Ohio
$221M +$134M +155% 6.45% 72% 205 44.88% 0.6
Stonehearth Capital Management
4985
Stonehearth Capital Management
Massachusetts
$221M +$17.4M +9% 8.6% 87.5% 83 16.87% 2.7
PWMG
4986
Private Wealth Management Group
New Jersey
$221M +$17.2M +8% 4.67% 63.2% 1,613 12.9% 0.2
Ameliora Wealth Management
4987
Ameliora Wealth Management
Switzerland
$221M +$19.2M +10% 6.99% 73.9% 207 16.91% 1.2
IP
4988
Investment Partners
Ohio
$221M +$17.4M +9% 8.29% 83.2% 145 10.34% 5.2
Texas Capital Bancshares
4989
Texas Capital Bancshares
Texas
$221M +$32.8M +17% 22.8% 175% 84 9.52% 3.4
Level Financial Advisors
4990
Level Financial Advisors
New York
$220M +$18.2M +9% 4.85% 44% 274 73.36% 1.9
Grandview Asset Management
4991
Grandview Asset Management
Pennsylvania
$220M +$29.8M +16% 21.4% 200% 113 7.08% 1.7
Velan Capital Investment Management
4992
Velan Capital Investment Management
Georgia
$220M +$48.9M +29% 104% 2,395% 27 48.15% 0.8
Ewing Morris & Co Investment Partners
4993
Ewing Morris & Co Investment Partners
Ontario, Canada
$220M +$80.1M +57% 1.26% 63.5% 36 16.67% 0.9
Clayton Financial Group
4994
Clayton Financial Group
Missouri
$220M +$59.1M +37% 7.37% 69.8% 106 66.04% 0.1
SWMG
4995
Signature Wealth Management Group
Georgia
$220M +$3.48M +2% 4.93% – 105 9.52% 3
Luminus Management
4996
Luminus Management
Texas
$220M -$142M -39% 4.08% 8.7% 35 65.71% 1.3
Sonata Capital Group
4997
Sonata Capital Group
Washington
$220M +$18.8M +9% 7.56% 66.5% 114 7.02% 5.8
DI
4998
DAGCO Inc
Ohio
$220M +$111M +102% 8.22% 75% 396 82.83% 0.8
Davis Rea
4999
Davis Rea
Ontario, Canada
$220M +$24.2M +12% 9.51% 66.9% 39 17.95% 6.1
Palisades Hudson Asset Management
5000
Palisades Hudson Asset Management
Florida
$220M +$13.3M +6% 6.91% 66.8% 101 10.89% 6.4