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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)
True Wind Capital Management
5101
True Wind Capital Management
California
$273M +$36.4M +15% 15.4% 59.6% 2 0% 3.8
Stance Capital
5102
Stance Capital
Massachusetts
$273M +$6.75M +3% 5.39% – 313 59.42% 0.1
Westwood Wealth Management
5103
Westwood Wealth Management
California
$273M -$25M -8% 20.2% 495% 51 15.69% 2.3
Slagle Financial
5104
Slagle Financial
Illinois
$273M +$24.4M +10% 7.77% 77.9% 117 4.27% 1.6
HF Advisory Group
5105
HF Advisory Group
Maryland
$272M +$19.3M +8% 4.91% 73.2% 166 1.2% 2.3
Miller Value Partners
5106
Miller Value Partners
Florida
$272M +$36.5M +15% 15.5% 133% 37 13.51% 2.6
Highview Capital Management
5107
Highview Capital Management
Illinois
$272M +$12.9M +5% 9.98% 123% 119 21.85% 2.2
Thomas Story & Son
5108
Thomas Story & Son
Indiana
$272M +$11.8M +5% 9.17% 101% 52 3.85% 7.3
Monte Financial Group
5109
Monte Financial Group
Connecticut
$272M +$14.7M +6% 6.03% 66.7% 94 6.38% 3.7
Lumbard & Kellner
5110
Lumbard & Kellner
New Hampshire
$272M +$42.5M +19% 20.8% 137% 99 13.13% 2.9
Five Oceans Advisors
5111
Five Oceans Advisors
California
$272M +$37.4M +16% 7.19% 85.3% 196 6.63% 2.5
LifeGuide Financial Advisors
5112
LifeGuide Financial Advisors
Pennsylvania
$272M +$621K +0.2% 3.76% 35.4% 48 0% 2.4
Prudent Man Advisors
5113
Prudent Man Advisors
Illinois
$271M -$43.4M -14% 7.15% 92.5% 187 32.09% 3.7
Denver Wealth Management
5114
Denver Wealth Management
Colorado
$271M +$29.7M +12% 7.54% 64.4% 94 10.64% 2.5
Gunderson Capital Management
5115
Gunderson Capital Management
South Carolina
$271M +$32.2M +13% 15.4% 961% 65 46.15% 0.6
Kings Path Partners
5116
Kings Path Partners
Texas
$271M +$23M +9% 5.65% – 342 24.27% 0.9
Camarda Financial Advisors
5117
Camarda Financial Advisors
Florida
$271M +$17M +7% 11.7% 196% 123 26.02% 1.5
Beddow Capital Management
5118
Beddow Capital Management
Wyoming
$271M +$18.9M +7% 5.67% 50.7% 57 7.02% 6
BKM Wealth Management
5119
BKM Wealth Management
Wisconsin
$271M +$15.3M +6% 7.35% 69.6% 167 13.17% 1.4
Breakwater Investment Management
5120
Breakwater Investment Management
Washington
$271M +$12.7M +5% 5.42% – 539 44.16% 0.8
Aventura Private Wealth
5121
Aventura Private Wealth
Florida
$271M +$40.2M +17% 9.7% – 852 13.26% 0.6
Colonial River Investments
5122
Colonial River Investments
Virginia
$271M +$38.8M +17% 15.8% 156% 256 20.7% 1.7
Rakuten Securities
5123
Rakuten Securities
Japan
$271M +$15.9M +6% 22.8% 999% 957 17.45% 1.2
Flynn Zito Capital Management
5124
Flynn Zito Capital Management
New York
$271M +$33.5M +14% 9.16% 97.3% 141 14.89% 1.9
Brick & Kyle Associates
5125
Brick & Kyle Associates
Pennsylvania
$271M +$45.6M +20% 8.52% 97.4% 66 19.7% 5.1