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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)
Thomist Capital Management
5151
Thomist Capital Management
Texas
$143M -$45.3M -24% 4.78% 71.2% 31 74.19% 0.1
Capital Wealth Alliance
5152
Capital Wealth Alliance
Arizona
$143M -$25.3M -15% 13.1% 124% 148 20.95% 1.5
BCK Partners
5153
BCK Partners
New York
$143M -$19.3M -12% 12% 46% 26 7.69% 1.4
SFMG
5154
Sage Financial Management Group
Virginia
$143M -$2.95M -2% 12.1% 47.3% 34 17.65% 0.5
WFA Asset Management
5155
WFA Asset Management
Wisconsin
$143M -$9.9M -6% 11.3% 60% 240 18.75% 0.4
NCM
5156
NCM Capital Management
New Jersey
$143M -$16.2M -10% 11.6% 105% 191 14.66% 0.4
Solitude Financial Services
5157
Solitude Financial Services
Virginia
$143M -$17.4M -11% 14.1% 55.4% 47 25.53% 1
1776 Wealth
5158
1776 Wealth
Georgia
$143M -$30.7M -18% 16.5% 90.4% 135 15.56% 1.9
AH Equity Partners Bio II
5159
AH Equity Partners Bio II
California
$142M -$31.2M -18% 8.75% – 4 0% 0.5
Reliant Investment Management
5160
Reliant Investment Management
Tennessee
$142M -$52.5M -27% 14.6% 129% 60 25% 2.8
Mine & Arao Wealth Creation & Management
5161
Mine & Arao Wealth Creation & Management
California
$142M -$28.3M -17% 16.6% 92% 339 9.44% 1.9
KFO
5162
Kopp Family Office
Minnesota
$142M -$42.7M -23% 23.1% 47.9% 14 0% 1.8
Burns Matteson Capital Management
5163
Burns Matteson Capital Management
New York
$142M -$1.38M -1% 9.76% 137% 160 55% 0.7
Sterling Financial Planning
5164
Sterling Financial Planning
New Jersey
$142M -$16.6M -10% 13.3% 55.5% 99 14.14% 1.4
Operose Advisors
5165
Operose Advisors
Wisconsin
$142M -$2.53M -2% 13% 68.8% 326 9.51% 0.5
Muzinich & Co
5166
Muzinich & Co
New York
$142M -$68.1M -32% 15.2% 13.5% 63 41.27% 3.9
Laurel Wealth Planning
5167
Laurel Wealth Planning
Minnesota
$142M -$6.04M -4% 12.2% 53.1% 293 20.48% 0.9
Agate Pass Investment Management
5168
Agate Pass Investment Management
Washington
$142M -$18.2M -11% 10.5% 76% 97 9.28% 0.5
West Bancorporation
5169
West Bancorporation
Iowa
$142M -$19.2M -12% 12.4% 64.4% 331 16.62% 1.7
Clarus Wealth Advisors
5170
Clarus Wealth Advisors
Arizona
$142M -$18.7M -12% 14.7% 89.7% 124 33.06% 2
Triton Wealth Management
5171
Triton Wealth Management
Arizona
$142M -$50.9M -26% 17.9% – 100 22% 1.7
Goepper Burkhardt
5172
Goepper Burkhardt
South Carolina
$142M -$22.8M -14% 12% 50.4% 69 13.04% 1.4
Samalin Investment Counsel
5173
Samalin Investment Counsel
New York
$142M -$23.1M -14% 12.9% 68.3% 258 15.12% 1.8
JPLA
5174
Joseph P. Lucia & Associates
New York
$142M -$22.7M -14% 14.9% 74.3% 528 16.67% 0.9
Activest Wealth Management
5175
Activest Wealth Management
Florida
$142M -$13.9M -9% 16.2% 117% 408 16.67% 0.9