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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)
Boothe Investment Group
5201
Boothe Investment Group
Delaware
$219M +$3.03M +1% 5.19% 75.6% 47 25.53% 1.9
Alta Wealth Advisors
5202
Alta Wealth Advisors
Massachusetts
$219M +$18.4M +9% 5.48% 120% 136 13.97% 2.4
nVerses Capital
5203
nVerses Capital
Florida
$219M +$51.1M +31% 8.26% – 1,446 65.98% 0.2
Alexander Labrunerie & Co
5204
Alexander Labrunerie & Co
Missouri
$218M +$32.3M +17% 5.38% – 105 16.19% 0.4
Forza Wealth Management
5205
Forza Wealth Management
Florida
$218M +$24.4M +13% 6.82% 69.8% 189 10.58% 1.4
MAS
5206
Madden Advisory Services
Florida
$218M +$21.7M +11% 5.82% 52.3% 101 8.91% 5.1
Pensionfund DSM Netherlands
5207
Pensionfund DSM Netherlands
Netherlands
$218M +$30.2M +16% 15.5% 36.9% 68 0% 7.5
Centennial Bank
5208
Centennial Bank
Arkansas
$218M +$14M +7% 7.81% 69.9% 345 11.3% 1.5
Trinity Wealth Management
5209
Trinity Wealth Management
Pennsylvania
$218M +$17.5M +9% 4.78% 56.7% 58 24.14% 2.3
Access Financial Services
5210
Access Financial Services
Minnesota
$218M -$1.98M -0.9% 6% 44.8% 106 14.15% 3.5
Jessup Wealth Management
5211
Jessup Wealth Management
Ohio
$218M -$16.5M -7% 3.9% 181% 68 32.35% 1
Symmetry Peak Management
5212
Symmetry Peak Management
Pennsylvania
$218M +$161M +284% 8.19% 320% 109 83.49% 0.1
Gallacher Capital Management
5213
Gallacher Capital Management
Colorado
$218M +$27.9M +15% 16.1% 82.8% 332 35.24% 1
John W. Brooker & Co
5214
John W. Brooker & Co
California
$218M +$18.2M +9% 5.5% 43.4% 77 5.19% 3.4
Luken Investment Analytics
5215
Luken Investment Analytics
Tennessee
$218M +$18.9M +10% 4.8% 47.6% 148 13.51% 2.8
Continental Grain Company
5216
Continental Grain Company
New York
$218M +$17.4M +9% 8.78% 5.73% 2 0% 3
Realta Investment Advisors
5217
Realta Investment Advisors
Delaware
$217M -$293M -57% 5.19% 151% 800 58.13% 2.6
Kennedy Investment Group
5218
Kennedy Investment Group
New Jersey
$217M +$19.9M +10% 6% 95.4% 128 12.5% 1.5
Hazlett, Burt & Watson
5219
Hazlett, Burt & Watson
West Virginia
$217M +$23.2M +12% 6.79% 97.1% 761 10.91% 1.9
Asia Research & Capital Management
5220
Asia Research & Capital Management
Hong Kong
$217M +$101M +87% 0.37% – 6 50% 0.3
Decatur Capital Management
5221
Decatur Capital Management
Georgia
$217M +$10.9M +5% 4.31% 135% 51 7.84% 4
JPLA
5222
Joseph P. Lucia & Associates
New York
$217M +$21.9M +11% 5.2% 84% 139 13.67% 3.4
High Ground Investment Management
5223
High Ground Investment Management
United Kingdom
$217M -$39.4M -15% 1.8% 25.9% 10 20% 1.3
Heritage Oak Wealth Advisors
5224
Heritage Oak Wealth Advisors
Florida
$217M +$19.2M +10% 7.2% – 215 89.77% 0
New Wave Wealth Advisors
5225
New Wave Wealth Advisors
Arkansas
$217M +$30.9M +17% 7.2% – 167 29.94% 0.2