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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)
Ascension Capital Advisors
5251
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 10.9% 59.3% 42 21.43% 2.9
Gunderson Capital Management
5252
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 35.7% 961% 54 59.26% 0.5
Trueblood Wealth Management
5253
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 8.43% 89.9% 251 7.17% 1.2
Lightspeed Management Company
5254
Lightspeed Management Company
California
$239M +$102M +75% 17.2% – 10 50% 0.4
Phoenix Wealth Advisors
5255
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 8.2% 60.1% 131 9.92% 2.7
Evergreen Private Wealth
5256
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 8.79% – 295 37.97% 0.9
Centennial Bank
5257
Centennial Bank
Arkansas
$239M +$28.4M +14% 9.76% 69.9% 357 12.04% 1.9
Robinson Capital Management
5258
Robinson Capital Management
Michigan
$238M -$7.47M -3% 3.15% 7.8% 126 24.6% 1.2
Raleigh Capital Management
5259
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 7.15% 79.9% 717 32.64% 1.7
Mullooly Asset Management
5260
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 8.1% – 48 4.17% 0.2
Valor Management
5261
Valor Management
Illinois
$238M -$2.44M -1% 0.49% 14.5% 4 0% 2
Union Square Park Capital Management
5262
Union Square Park Capital Management
New York
$238M +$85.5M +56% 30.2% 75.8% 62 46.77% 0.6
Intrepid Financial Planning Group
5263
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 10.7% 92.5% 126 8.73% 2.1
CAM
5264
CPA Asset Management
Florida
$238M +$10.7M +5% 4.83% 53.3% 86 5.81% 2
Aspen Investment Management
5265
Aspen Investment Management
Michigan
$238M +$20.9M +10% 9.82% 84.9% 157 13.38% 6.7
Cumberland Advisors
5266
Cumberland Advisors
Florida
$238M +$17.1M +8% 11% 73.5% 51 7.84% 4.8
WorthPointe
5267
WorthPointe
California
$238M +$14.1M +6% 7.69% 59.7% 106 23.58% 1.6
RFMS
5268
RWQ Financial Management Services
Florida
$238M +$86.6M +57% 41.1% 446% 32 59.38% 1.2
Sagil Capital
5269
Sagil Capital
United Kingdom
$238M -$15.2M -6% 11.4% 104% 26 65.38% 0.4
VU
5270
Valence8 US
Massachusetts
$238M +$24.3M +11% 10.6% 69.9% 14 42.86% 1.5
Dow Chemical Company
5271
Dow Chemical Company
Michigan
$238M -$448M -65% 9.64% 29.4% 4 0% 2.9
Flynn Zito Capital Management
5272
Flynn Zito Capital Management
New York
$238M +$19.7M +9% 10.4% 97.3% 133 9.02% 1.8
MP
5273
Mediatel Partners
Texas
$237M -$6.26M -3% 2.53% 11.6% 3 0% 9
PCA Investment Advisory Services
5274
PCA Investment Advisory Services
Ohio
$237M +$48.2M +25% 8.35% 71.4% 51 9.8% 1.8
SST
5275
S Squared Technology
New York
$237M +$41.9M +21% 41.1% 223% 36 11.11% 3.3