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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)
Costello Asset Management
4976
Costello Asset Management
Pennsylvania
$266M +$19.7M +8% 13.3% 65.9% 713 7.85% 1.2
Members Advisory Group
4977
Members Advisory Group
New York
$266M +$26.7M +11% 7.87% 70.6% 36 13.89% 1.2
BCS Private Wealth Management
4978
BCS Private Wealth Management
New Jersey
$266M – – 9.74% – 166 – 0
Stance Capital
4979
Stance Capital
Massachusetts
$266M +$131M +97% 8.96% – 179 87.15% 0.1
Midwest Heritage Bank
4980
Midwest Heritage Bank
Iowa
$266M +$23M +9% 7.56% 52.2% 62 11.29% 2.3
MHP
4981
Manatuck Hill Partners
Connecticut
$266M +$48.7M +22% 20.2% 556% 142 52.11% 1.1
WA
4982
Wealthstar Advisors
Texas
$266M +$47.2M +22% 12.3% – 152 19.74% 0.7
Lazari Capital Management
4983
Lazari Capital Management
California
$266M +$21M +9% 14.3% 145% 163 9.82% 1.5
Gold Investment Management
4984
Gold Investment Management
Alberta, Canada
$266M +$29M +12% 13.2% 117% 217 6.91% 1.4
Terril Brothers
4985
Terril Brothers
Missouri
$266M -$3.89M -1% 5.41% 94.4% 71 26.76% 3.6
RL
4986
Rogco LP
Oklahoma
$266M +$15.8M +6% 7.25% 53.3% 215 9.77% 1.5
Seven Post Investment Office
4987
Seven Post Investment Office
California
$265M +$3.64M +1% 1.51% 44.4% 41 36.59% 3.9
Stableford Capital II
4988
Stableford Capital II
Arizona
$265M +$29M +12% 7.77% 66.9% 136 21.32% 1.5
Leisure Capital Management
4989
Leisure Capital Management
California
$265M +$21.6M +9% 10.3% 98% 142 9.15% 5.3
Flagship Wealth Advisors
4990
Flagship Wealth Advisors
Massachusetts
$265M +$27.7M +12% 9.97% – 406 15.52% 0.5
Helix Partners Management
4991
Helix Partners Management
New York
$265M -$71.5M -21% 86.8% – 14 14.29% 0.4
Armor Investment Advisors
4992
Armor Investment Advisors
North Carolina
$265M +$23.6M +10% 8.77% 62% 160 8.13% 5
Wealth Advisors of Tampa Bay
4993
Wealth Advisors of Tampa Bay
Florida
$265M +$19.2M +8% 10.1% 86.2% 151 41.06% 3.9
Beacon Wealthcare LLC
4994
Beacon Wealthcare LLC
North Carolina
$265M +$19.3M +8% 7.34% 47% 26 19.23% 2.3
Tilson Financial Group
4995
Tilson Financial Group
New Jersey
$265M +$12.4M +5% 6.5% 39.3% 78 11.54% 1.3
Eaton-Cambridge
4996
Eaton-Cambridge
Arizona
$265M +$32.2M +14% 7.09% – 39 15.38% 1.1
AC
4997
AMS Capital
Brazil
$265M +$22.1M +9% 21.5% 63.1% 19 31.58% 1.3
Formula Growth
4998
Formula Growth
Quebec, Canada
$265M +$18.1M +7% 15.5% 118% 141 31.91% 3.1
DLK Investment Management
4999
DLK Investment Management
California
$265M +$25.8M +11% 7.86% 80.4% 100 23% 1.2
Access Financial Services
5000
Access Financial Services
Minnesota
$265M +$15.9M +6% 5.22% 44.8% 105 16.19% 3.8