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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)
VU
5051
Valence8 US
Massachusetts
$286M -$51.4M -15% 0.75% 76.6% 15 6.67% 1.9
Argentarii
5052
Argentarii
Ohio
$286M -$21.2M -7% 1.04% – 217 17.05% 0.9
Muzinich & Co
5053
Muzinich & Co
New York
$286M -$32.1M -10% 11.8% 13.5% 38 0% 8
44 Wealth Management
5054
44 Wealth Management
Oregon
$286M -$12.1M -4% 0.05% – 210 19.52% 2.7
HS Management Partners
5055
HS Management Partners
New York
$286M -$183M -39% 8.84% 36.2% 27 22.22% 3.5
SIIL
5056
Sinvest Investments II Ltd
$286M -$105M -27% 26.8% – 1 0% 0.3
Leisure Capital Management
5057
Leisure Capital Management
California
$286M -$16.2M -5% 0.03% 111% 161 11.18% 5.2
Owls Nest Partners IA
5058
Owls Nest Partners IA
Pennsylvania
$286M -$75.4M -21% 1.35% 105% 18 55.56% 1.9
Invesco LLC (Illinois)
5059
Invesco LLC (Illinois)
Illinois
$286M -$11.8M -4% 1.35% 122% 137 9.49% 2.2
WFI
5060
West Family Investments
California
$285M -$141M -33% 2.24% 116% 366 33.33% 2.6
Vantage Point Financial
5061
Vantage Point Financial
Illinois
$285M +$5.51M +2% 0.3% – 188 16.49% 0.9
Westshore Wealth
5062
Westshore Wealth
California
$285M -$17.2M -6% 2.66% 58.8% 115 21.74% 3.1
Theory Financial
5063
Theory Financial
Colorado
$285M -$11.9M -4% 0.14% 54.5% 106 16.04% 2
Bennett Selby Investments
5064
Bennett Selby Investments
Maine
$285M -$25.8M -8% 8.78% 82.1% 87 10.34% 3.3
G&S Capital
5065
G&S Capital
Colorado
$285M +$1.52M +0.5% 3.62% 85.6% 143 14.69% 3
Providence First Trust
5066
Providence First Trust
Arizona
$284M -$4.36M -2% 2.19% 68.4% 196 21.94% 2.1
Future Fund LLC
5067
Future Fund LLC
Illinois
$284M -$31.5M -10% 0.43% 93.1% 150 20% 0.9
Axiom Financial Strategies
5068
Axiom Financial Strategies
Indiana
$284M +$46.4M +20% 0.81% 54.5% 53 47.17% 0.9
MMA Asset Management
5069
MMA Asset Management
Pennsylvania
$284M +$3.55M +1% 0.6% 61.2% 200 19.5% 2
Mach-1 Financial Group
5070
Mach-1 Financial Group
Arkansas
$284M -$203M -42% 0% 85.3% 309 52.1% 0.7
Wealthspan Partners
5071
Wealthspan Partners
Iowa
$284M +$8.53M +3% 1.25% 65% 131 9.92% 2.7
Rise Advisors
5072
Rise Advisors
New York
$284M +$3.4M +1% 1.72% 62.8% 102 11.76% 3.7
Chaney Capital Management
5073
Chaney Capital Management
Washington
$284M -$6.11M -2% 3.74% – 42 9.52% 1.7
Powers Advisory Group
5074
Powers Advisory Group
Illinois
$284M +$18.1M +7% 1.24% 49.8% 129 5.43% 2.9
Beacon Wealthcare LLC
5075
Beacon Wealthcare LLC
North Carolina
$284M -$7.66M -3% 2.51% 47% 26 7.69% 2.9