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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)
Long Road Investment Counsel
5051
Long Road Investment Counsel
Michigan
$245M -$6.04M -2% 0.53% 64.4% 71 0% 8.2
Tilson Financial Group
5052
Tilson Financial Group
New Jersey
$245M +$14.3M +6% 1.98% 39.3% 77 11.69% 0.9
Maxwell Wealth Strategies
5053
Maxwell Wealth Strategies
California
$245M +$9.6M +4% 2.31% – 112 7.14% 0.9
Blue Pool Management
5054
Blue Pool Management
Hong Kong
$245M -$31.9M -12% 8.68% 72.8% 3 0% 1.6
Virtus ETF Advisers
5055
Virtus ETF Advisers
New York
$245M +$31M +15% 3.91% 177% 511 20.74% 2.4
Burkett Financial Services
5056
Burkett Financial Services
South Carolina
$245M +$2.63M +1% 0.06% 63.6% 230 8.7% 0.8
Halter Ferguson Financial
5057
Halter Ferguson Financial
Indiana
$244M +$56.7M +30% 37.7% 131% 37 16.22% 0.8
Consilio Wealth Advisors
5058
Consilio Wealth Advisors
Washington
$244M +$2.02M +0.8% 1.17% 66.4% 80 20% 1.6
Findell Capital Management
5059
Findell Capital Management
New York
$244M +$45.9M +23% 24.7% – 27 59.26% 0.5
FullCircle Wealth
5060
FullCircle Wealth
Texas
$244M +$21.6M +10% 0.39% – 240 31.25% 0.4
Seldon Capital
5061
Seldon Capital
California
$244M +$66.9M +38% 46.5% 604% 77 28.57% 1.6
Stonebridge Capital Management
5062
Stonebridge Capital Management
California
$244M -$7.69M -3% 0.71% – 84 7.14% 8.7
Warren Street Wealth Advisors
5063
Warren Street Wealth Advisors
California
$244M +$2.05M +0.8% 0.89% 84.6% 115 16.52% 1.9
MHP
5064
Manatuck Hill Partners
Connecticut
$244M -$28.9M -11% 35.3% 556% 158 55.7% 1.1
CCM
5065
Cutter Capital Management
New York
$244M -$94.8M -28% 6.02% – 38 73.68% 0.3
New Wave Wealth Advisors
5066
New Wave Wealth Advisors
Arkansas
$244M +$26.9M +12% 4.12% – 717 80.2% 0.1
Realta Investment Advisors
5067
Realta Investment Advisors
Delaware
$244M +$26.6M +12% 8.09% 151% 426 36.85% 2.5
American Trust Investment Advisors
5068
American Trust Investment Advisors
New Hampshire
$244M -$457K -0.2% 2.79% 91% 115 10.43% 3.2
Medina Value Partners
5069
Medina Value Partners
California
$244M -$22.7M -9% 8.5% 80% 21 52.38% 0.5
Members Advisory Group
5070
Members Advisory Group
New York
$244M +$43.8M +22% 0.31% 70.6% 43 41.86% 1.1
BKM Wealth Management
5071
BKM Wealth Management
Wisconsin
$244M -$2.17M -0.9% 1.7% 69.6% 168 9.52% 0.8
Quantessence Capital
5072
Quantessence Capital
New York
$244M – – 5.49% – 224 – 0
Lincoln Capital Corp
5073
Lincoln Capital Corp
Rhode Island
$244M -$1.34M -0.5% 0.88% 82% 92 16.3% 2.8
Armor Investment Advisors
5074
Armor Investment Advisors
North Carolina
$243M +$1.91M +0.8% 0.07% 62% 166 10.24% 4.5
X-Square Capital
5075
X-Square Capital
Puerto Rico
$243M +$15.7M +7% 7.69% 158% 175 14.86% 2.8