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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)
IAMH
5051
IvyRock Asset Management (HK)
Hong Kong
$215M +$14.3M +7% 6.78% 64.5% 24 41.67% 1
FSB Premier Wealth Management
5052
FSB Premier Wealth Management
Iowa
$215M +$15.2M +8% 5.6% 53.9% 187 10.16% 2
California First Leasing Corp
5053
California First Leasing Corp
California
$215M +$26.6M +14% 15.6% 377% 39 2.56% 1.7
Goepper Burkhardt
5054
Goepper Burkhardt
South Carolina
$215M +$13.8M +7% 6.85% 50.4% 83 7.23% 2.1
Lowe Wealth Advisors
5055
Lowe Wealth Advisors
Maryland
$215M +$12.6M +6% 6.96% 63.3% 323 7.43% 5.1
Horizon Advisory Services
5056
Horizon Advisory Services
New York
$215M – – 6.25% – 46 – 0
GWA
5057
GGM Wealth Advisors
Maryland
$215M -$27M -11% 7.42% 25.9% 151 23.18% 1.3
Ameraudi Asset Management
5058
Ameraudi Asset Management
New York
$215M -$12.6M -6% 6.54% 51.5% 55 14.55% 2.4
Gibraltar Capital Management
5059
Gibraltar Capital Management
Oklahoma
$215M -$19.9M -8% 7.81% 65% 74 41.89% 4.2
Eads & Heald Wealth Management
5060
Eads & Heald Wealth Management
Georgia
$214M +$6.66M +3% 11.7% 93.3% 151 8.61% 7.1
Bennett Selby Investments
5061
Bennett Selby Investments
Maine
$214M +$19.1M +10% 9.88% 82.1% 67 10.45% 2.2
Hillman Company
5062
Hillman Company
Pennsylvania
$214M +$1.63M +0.8% 12% 118% 14 14.29% 2.1
Entrust Global Partners
5063
Entrust Global Partners
New York
$214M -$49M -19% 0.1% 82.3% 6 0% 2.2
CIA
5064
Cape Investment Advisory
Georgia
$214M +$9.38M +5% 8.11% 72.5% 1,210 29.01% 0.8
Once Capital Management
5065
Once Capital Management
New York
$214M +$74.7M +54% 28.7% 627% 27 22.22% 1.8
Cherrydale Wealth Management
5066
Cherrydale Wealth Management
New Jersey
$214M +$22.2M +12% 8.66% 80.8% 64 25% 1.2
Altai Capital Management
5067
Altai Capital Management
California
$214M -$3.81M -2% 8.29% 24.9% 7 0% 2.4
CCP
5068
Camelot Capital Partners
California
$214M +$71.9M +51% 57.8% – 3 0% 1.4
Consilio Wealth Advisors
5069
Consilio Wealth Advisors
Washington
$213M +$16.4M +8% 9.1% 66.4% 65 20% 1.1
Omnia Family Wealth
5070
Omnia Family Wealth
Florida
$213M +$18.4M +9% 8.4% 80.6% 77 20.78% 4.1
IWN
5071
Independent Wealth Network
Iowa
$213M +$23.3M +12% 7.84% 78.2% 241 17.84% 1.7
NWK Group
5072
NWK Group
California
$213M +$19M +10% 18.1% 268% 70 22.86% 2.8
Zullo Investment Group
5073
Zullo Investment Group
Pennsylvania
$213M +$18.2M +9% 11.7% 143% 158 7.59% 1.9
Absoluto Partners Gestao de Recursos
5074
Absoluto Partners Gestao de Recursos
Brazil
$213M -$20.1M -9% 19.3% 78.7% 31 45.16% 1.6
Reliant Investment Management
5075
Reliant Investment Management
Tennessee
$213M +$16.9M +9% 12% 129% 67 16.42% 2.8