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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)
Profit Investment Management
5276
Profit Investment Management
Maryland
$151M +$9.1M +6% 8.72% 101% 78 3.85% 6.2
Kelleher Financial Advisors
5277
Kelleher Financial Advisors
New York
$151M +$18.3M +14% 10.5% 80.3% 120 25.83% 3.9
Forte Asset Management
5278
Forte Asset Management
New York
$151M -$2.11M -1% 6.71% 57.7% 66 18.18% 0.6
HGI Capital Management
5279
HGI Capital Management
New York
$151M -$199M -57% 2.94% 47% 40 55% 0.4
Harbert Fund Advisors
5280
Harbert Fund Advisors
Alabama
$151M +$26.5M +21% 16.9% 70.8% 60 38.33% 1
Blue Water Life Science Advisors
5281
Blue Water Life Science Advisors
California
$151M +$2.37M +2% 10.1% 503% 9 22.22% 1
CWM
5282
CCG Wealth Management
California
$151M -$28.8M -16% 4.9% 82.6% 105 43.81% 2.7
EP
5283
Elkhorn Partners
Nebraska
$151M +$5.02M +3% 3.98% 32.2% 50 26% 4.3
John W. Brooker & Co
5284
John W. Brooker & Co
California
$151M -$1.93M -1% 3.52% 43.4% 67 11.94% 2.6
626 Financial
5285
626 Financial
Michigan
$151M +$7.15M +5% 8.28% 81.1% 120 11.67% 1.5
Laurel Wealth Planning
5286
Laurel Wealth Planning
Minnesota
$151M -$4.1M -3% 4% 59.5% 216 73.15% 1.9
Protective Life
5287
Protective Life
Alabama
$151M +$25.9M +21% 3.65% 38.4% 19 0% 3.1
Blue Creek Capital Management
5288
Blue Creek Capital Management
Hong Kong
$151M +$25.5M +20% 5.62% – 5 0% 0.3
McNaughton Wealth Management
5289
McNaughton Wealth Management
California
$151M +$4.44M +3% 4.66% 55.6% 54 3.7% 2.6
Maso Capital Partners
5290
Maso Capital Partners
Hong Kong
$151M -$125M -45% 29.7% 8.67% 46 26.09% 1.1
BM
5291
Bislett Management
California
$151M +$11.7M +8% 3.5% 19.8% 13 0% 5.9
Corrado Advisors
5292
Corrado Advisors
New Jersey
$150M +$7.43M +5% 5.96% 73.1% 417 71.94% 2.5
Headlands Technologies
5293
Headlands Technologies
Illinois
$150M +$24.1M +19% 26% 158% 822 79.93% 0.1
William Marsh Rice University
5294
William Marsh Rice University
Texas
$150M -$40.1M -21% 1.33% 1.81% 9 33.33% 1.5
Simplicity Wealth
5295
Simplicity Wealth
New Jersey
$150M +$37.1M +33% 5.48% 82.2% 79 30.38% 0.4
Palumbo Wealth Management
5296
Palumbo Wealth Management
New York
$150M +$24.6M +20% 6.91% 115% 93 12.9% 1.7
Resurgent Financial Advisors
5297
Resurgent Financial Advisors
Georgia
$150M -$39.5M -21% 5.26% 86.4% 654 29.51% 0.5
Provence Wealth Management Group
5298
Provence Wealth Management Group
California
$150M +$27.7M +23% 15.1% – 146 27.4% 0.5
Etesian Wealth Advisors
5299
Etesian Wealth Advisors
Oregon
$150M +$12.9M +9% 5.21% 60.6% 106 2.83% 0.2
Farmers & Merchants Trust Co of Chambersburg PA
5300
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$150M +$4.44M +3% 4.42% 65.5% 372 4.84% 3.8