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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)
Bond Capital Management
5201
Bond Capital Management
California
$233M +$25.4M +12% 15.9% 47.5% 5 0% 2.8
Gen-Wealth Partners
5202
Gen-Wealth Partners
Michigan
$233M +$3.64M +2% 0.58% – 694 11.67% 0.7
SIM
5203
Synergy Investment Management
Florida
$233M – – 0.32% – 636 – 0
Verde Servicos Internacionais
5204
Verde Servicos Internacionais
Brazil
$232M +$16.8M +8% 8.41% 130% 51 66.67% 0.4
WFA
5205
WMG Financial Advisors
Tennessee
$232M +$10.9M +5% 0.47% 73.8% 189 15.87% 1.6
Murphy Pohlad Asset Management
5206
Murphy Pohlad Asset Management
Minnesota
$232M -$8.28M -3% 1.96% 83% 124 6.45% 6.2
1248 Management
5207
1248 Management
Missouri
$232M – – 2.79% – 75 – 0
Wela Strategies
5208
Wela Strategies
Georgia
$232M +$2.63M +1% 4.45% 51.3% 76 61.84% 2.4
John W. Brooker & Co
5209
John W. Brooker & Co
California
$232M +$14M +6% 0.55% 43.4% 78 7.69% 3.6
Payne Capital Management
5210
Payne Capital Management
New York
$232M – – 0.9% – 69 – 0
Wealth Management Partners
5211
Wealth Management Partners
Arizona
$232M +$16M +7% 6.97% 194% 122 16.39% 2.5
Wills Financial Group
5212
Wills Financial Group
Virginia
$232M -$6.8M -3% 2.1% 57.5% 67 5.97% 5.3
Lokken Investment Group
5213
Lokken Investment Group
Delaware
$232M -$8.26M -3% 0.19% 65.3% 164 19.51% 2.2
Pacifica Partners
5214
Pacifica Partners
Canada
$231M -$10.7M -4% 0.12% 127% 514 8.75% 3.2
Axis Capital Holdings
5215
Axis Capital Holdings
$231M +$3.8M +2% 1.72% 76% 3 0% 8.1
Napa Wealth Management
5216
Napa Wealth Management
California
$231M +$20M +9% 4.07% – 219 51.14% 0.4
OFCM
5217
One Fin Capital Management
California
$231M -$33.4M -13% 5.16% 92% 23 43.48% 0.7
AlphaMark Advisors
5218
AlphaMark Advisors
Kentucky
$231M -$58.7M -20% 0.21% 26.4% 773 25.87% 4.2
Castellan Group
5219
Castellan Group
Kentucky
$231M -$6.42M -3% 9.88% 184% 70 28.57% 1.5
Sittner & Nelson
5220
Sittner & Nelson
Oregon
$231M +$7.09M +3% 2.08% 88.1% 507 18.15% 2.8
YRHAM
5221
Yong Rong (HK) Asset Management
Hong Kong
$231M -$115M -33% 81.7% 2,310% 38 76.32% 0.3
Phoenix Wealth Advisors
5222
Phoenix Wealth Advisors
North Carolina
$231M +$15.2M +7% 0.33% 68.8% 126 7.94% 2.4
Sherman Porfolios
5223
Sherman Porfolios
Idaho
$230M – – 4.93% – 56 – 0
Boothe Investment Group
5224
Boothe Investment Group
Delaware
$230M +$11.5M +5% 0.16% 75.6% 41 9.76% 2.2
Arch Venture Management
5225
Arch Venture Management
Illinois
$230M -$30.3M -12% 4.08% 228% 9 0% 1.7