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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)
Concentrum Wealth Management
5126
Concentrum Wealth Management
California
$165M +$9.01M +6% 1.85% 174% 64 17.19% 2.5
Pragma Gestao de Patrimonio
5127
Pragma Gestao de Patrimonio
Brazil
$165M +$4.51M +3% 2.2% 75.2% 22 13.64% 1.4
DRP
5128
Decade Renewable Partners
Texas
$165M -$50.9M -24% 8.42% – 47 65.96% 0.3
Toews Corporation
5129
Toews Corporation
New Jersey
$165M -$498M -75% 4.58% 22% 112 95.54% 0.2
Aspen Investment Management
5130
Aspen Investment Management
Michigan
$165M -$3.22M -2% 2.45% 84.9% 151 17.88% 6
Lifestyle Asset Management
5131
Lifestyle Asset Management
Texas
$165M -$1.69M -1% 2.57% 88.3% 103 30.1% 0.5
LDR Capital Management
5132
LDR Capital Management
New York
$165M +$4.03M +3% 1.53% 28.4% 45 28.89% 1.3
Strategic Financial Partners
5133
Strategic Financial Partners
Oregon
$165M -$10.8M -6% 3.89% 54.8% 72 4.17% 2.8
Compass Financial Group (Florida)
5134
Compass Financial Group (Florida)
Florida
$165M +$943K +0.6% 2.06% 44.1% 31 12.9% 3.6
Virtus ETF Advisers
5135
Virtus ETF Advisers
New York
$165M -$4.08M -2% 1.04% 177% 488 21.93% 2.2
GPC
5136
Guardian Point Capital
Virginia
$165M +$22.4M +16% 5.46% 142% 7 14.29% 2.3
Strategic Value Bank Partners
5137
Strategic Value Bank Partners
Ohio
$165M +$12M +8% 9.07% 98.1% 26 3.85% 1.3
Pavion Blue Capital
5138
Pavion Blue Capital
California
$165M -$7.02M -4% 2.55% 77.6% 99 7.07% 3
EdgeRock Capital
5139
EdgeRock Capital
Colorado
$164M -$41.9M -20% 3.42% 71.3% 82 50% 0.8
Mine & Arao Wealth Creation & Management
5140
Mine & Arao Wealth Creation & Management
California
$164M -$6.56M -4% 3.83% 105% 334 5.99% 2.9
WealthCare Investment Partners
5141
WealthCare Investment Partners
Rhode Island
$164M -$2.21M -1% 3.19% 62.6% 126 10.32% 1.3
DI
5142
Disciplined Investments
Oklahoma
$164M -$22.7M -12% 0.63% 51.4% 1,693 93.62% 3.1
LI
5143
Latigo Investments
Florida
$164M +$1.28M +0.8% 4.05% 62.6% 19 5.26% 1.4
MQS Management
5144
MQS Management
New York
$164M +$17M +12% 7.6% 6.42% 654 79.97% 0.1
Aegis Financial
5145
Aegis Financial
Virginia
$164M +$20.4M +14% 24.1% 266% 31 3.23% 2.1
25 LLC
5146
25 LLC
Missouri
$164M -$16.6M -9% 4% 48.7% 615 94.15% 0.5
Bluestem Financial Advisors
5147
Bluestem Financial Advisors
Illinois
$164M -$1.45M -0.9% 3.85% 42.2% 25 0% 3.2
Goepper Burkhardt
5148
Goepper Burkhardt
South Carolina
$164M -$1.81M -1% 3.3% 50.4% 71 11.27% 2.2
Garrison Asset Management
5149
Garrison Asset Management
Arkansas
$164M -$3.09M -2% 0.75% 52.1% 108 10.19% 6
Ironwood Investment Management
5150
Ironwood Investment Management
Massachusetts
$164M -$9.8M -6% 3.3% 164% 171 6.43% 6.2