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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)
Baker Hughes Holdings
5026
Baker Hughes Holdings
Texas
$173M -$91.6M -35% 0.19% 38.6% 2 0% 1.5
PCM
5027
Perritt Capital Management
Illinois
$173M -$10.6M -6% 2.22% 80.9% 331 16.92% 2.8
Sandy Cove Advisors
5028
Sandy Cove Advisors
Massachusetts
$173M -$3.05M -2% 3.39% 78% 125 8.8% 1.1
Foundry Group Next
5029
Foundry Group Next
Colorado
$173M -$17M -9% 16.3% – 5 0% 0.7
AA
5030
Alta Advisers
United Kingdom
$173M -$5.19M -3% 2.22% 114% 396 4.04% 1
Luken Investment Analytics
5031
Luken Investment Analytics
Tennessee
$173M -$6.16M -3% 2.32% 47.6% 156 16.67% 1.9
SCA
5032
Sander Capital Advisors
Washington
$172M -$10.7M -6% 4.87% 113% 20 20% 2.7
Running Point Capital Advisors
5033
Running Point Capital Advisors
California
$172M -$6.1M -3% 3.65% 52.1% 153 3.27% 1.9
Columbia Trust
5034
Columbia Trust
Oregon
$172M -$5.74M -3% 3.67% 36% 132 4.55% 3
IRON Financial
5035
IRON Financial
Illinois
$172M -$14M -7% 2.1% 60.6% 118 31.36% 3
Sharper & Granite
5036
Sharper & Granite
California
$172M -$1.28M -0.7% 3.05% 47.1% 100 6% 0.7
SAMT
5037
Select Asset Management & Trust
Pennsylvania
$172M +$8.37M +5% 4.02% 68.4% 71 15.49% 3.3
Consilio Wealth Advisors
5038
Consilio Wealth Advisors
Washington
$172M -$9.7M -5% 4.57% 66.4% 51 7.84% 1.1
Marshall & Sullivan
5039
Marshall & Sullivan
Washington
$172M -$7.44M -4% 2.58% 82% 38 0% 7
Reliant Investment Management
5040
Reliant Investment Management
Tennessee
$172M -$1.96M -1% 0.33% 129% 66 24.24% 2.6
Bennett Selby Investments
5041
Bennett Selby Investments
Maine
$171M -$2.2M -1% 1.79% 82.1% 56 3.57% 2.1
WMA
5042
Wealth Management Associates
New Jersey
$171M -$5.4M -3% 3.47% 111% 200 9.5% 2.9
One Advisory Partners
5043
One Advisory Partners
Kansas
$171M -$6.5M -4% 3.8% 58.3% 47 25.53% 1.4
Weitzel Financial Services
5044
Weitzel Financial Services
Iowa
$171M -$4.94M -3% 3.35% 46.3% 39 5.13% 1.9
LifeGuide Financial Advisors
5045
LifeGuide Financial Advisors
Pennsylvania
$171M +$23.2M +16% 5.92% 35.4% 39 15.38% 1.2
One Charles Private Wealth Services
5046
One Charles Private Wealth Services
Massachusetts
$171M -$1.02M -0.6% 0.83% 99.7% 129 5.43% 1.7
Opal Wealth Advisors
5047
Opal Wealth Advisors
New York
$171M -$29.6M -15% 2.67% 62.3% 158 18.35% 1.3
Simplicity Wealth
5048
Simplicity Wealth
New Jersey
$171M +$10M +6% 3.67% 82.2% 104 36.54% 0.6
FIDELIS iM
5049
FIDELIS iM
Oregon
$171M -$5.27M -3% 3.93% 44.8% 19 10.53% 1.9
Bayshore Asset Management
5050
Bayshore Asset Management
Florida
$171M -$12.8M -7% 2.3% 62.3% 35 5.71% 1.4