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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)
Zullo Investment Group
5051
Zullo Investment Group
Pennsylvania
$171M -$4.47M -3% 4.26% 143% 142 4.93% 1.7
First Financial Corp
5052
First Financial Corp
Indiana
$171M +$14.6M +9% 2.13% 95.3% 389 16.2% 6.2
Theory Financial
5053
Theory Financial
Colorado
$171M -$3.18M -2% 3.16% 54.5% 74 28.38% 1.1
FFG
5054
Fortem Financial Group
California
$171M +$1.79M +1% 0.23% 183% 168 12.5% 1.9
JAIC
5055
Josh Arnold Investment Consultant
Minnesota
$170M +$67.6M +66% 6.23% 272% 37 45.95% 0.6
Tradewinds LLC
5056
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 3.32% – 125 25.6% 0.4
Phoenix Wealth Advisors
5057
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 2.95% 60.1% 112 10.71% 1.6
Acuitas Investments
5058
Acuitas Investments
Washington
$170M -$1.63M -0.9% 4.56% 145% 122 18.85% 0.5
PCMK
5059
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 0.5% 87.5% 56 5.36% 5.9
AAG
5060
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 4.23% 46% 9 22.22% 2.9
Institutional Venture Management XV
5061
Institutional Venture Management XV
California
$170M -$84.3M -33% 27.3% 116% 5 20% 1.7
CNB Bank
5062
CNB Bank
Pennsylvania
$170M -$175K -0.1% 3.02% 91.6% 518 19.31% 3.4
Barrett & Company
5063
Barrett & Company
Rhode Island
$170M -$2.64M -2% 2.94% 83.6% 643 6.53% 0.9
DS
5064
Dalal Street
Texas
$170M +$96.2M +131% 56.7% 92.7% 3 33.33% 0.2
WorthPointe
5065
WorthPointe
California
$170M +$4.15M +3% 3.07% 59.7% 72 27.78% 0.8
WAM
5066
Westport Asset Management
Connecticut
$170M -$8.72M -5% 3.66% 64.2% 73 1.37% 6
3Chopt Investment Partners
5067
3Chopt Investment Partners
Virginia
$169M -$30.4M -15% 2.61% 116% 141 63.83% 0.6
Hanwha Asset Management
5068
Hanwha Asset Management
South Korea
$169M +$5.26M +3% 3.21% – 1 0% 0.8
Blueshift Asset Management
5069
Blueshift Asset Management
New Jersey
$169M -$92.5M -35% 9.11% 38.8% 458 71.62% 0.3
Beach Point Capital Management
5070
Beach Point Capital Management
California
$169M -$71.1M -30% 8.94% 84.1% 15 20% 1.5
Beta Wealth Group
5071
Beta Wealth Group
California
$169M -$3.92M -2% 3.77% 45.4% 107 14.02% 1.6
Catalyst Private Wealth
5072
Catalyst Private Wealth
California
$169M +$9.6M +6% 4.29% 120% 75 8% 2.1
Convergence Investment Partners
5073
Convergence Investment Partners
Florida
$169M -$5.1M -3% 0.51% 304% 197 32.49% 3.6
Goodwin Investment Advisory
5074
Goodwin Investment Advisory
Georgia
$169M -$2.23M -1% 3.26% 60.8% 86 9.3% 1.7
Aristotle Pacific Capital
5075
Aristotle Pacific Capital
California
$169M +$113M +202% 0.64% 1.84% 5 20% 1.5