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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)
Lake Hills Wealth Management
5301
Lake Hills Wealth Management
Texas
$135M -$3.87M -3% 0.97% 83.7% 45 53.33% 0.3
Corepath Wealth Partners
5302
Corepath Wealth Partners
Arizona
$135M -$8.6M -6% 11.6% 62.1% 38 7.89% 1.4
Infusive Asset Management
5303
Infusive Asset Management
New York
$135M -$75.8M -36% 12.8% 33.8% 41 65.85% 1.3
Alaethes Wealth
5304
Alaethes Wealth
Nevada
$135M -$22.5M -14% 15.1% 96.4% 308 69.16% 1.1
Quad-Cities Investment Group
5305
Quad-Cities Investment Group
Iowa
$135M -$21.6M -14% 13.4% 67.3% 193 15.54% 2.7
CWM
5306
Capital Wealth Management
Rhode Island
$135M -$13.5M -9% 13.3% 46.7% 45 22.22% 2.2
Tabor Asset Management
5307
Tabor Asset Management
New York
$135M -$46.8M -26% 21.3% 214% 47 57.45% 0.5
Seelaus Asset Management
5308
Seelaus Asset Management
New Jersey
$135M -$33.6M -20% 12.2% 134% 297 30.3% 1.9
Pacific Financial Group
5309
Pacific Financial Group
Washington
$135M -$18.9M -12% 13% 61.1% 66 16.67% 4.6
Northstar Advisory Group
5310
Northstar Advisory Group
New Jersey
$135M -$20.8M -13% 7.99% 141% 109 33.03% 0.5
Varley Holdings
5311
Varley Holdings
Australia
$135M – – 39.3% – 1 – 0
Alfreton Capital
5312
Alfreton Capital
United Kingdom
$135M -$16M -11% 37.1% 22.2% 3 0% 0.3
Albert D. Mason Inc
5313
Albert D. Mason Inc
Massachusetts
$135M -$20.9M -13% 8.71% 82% 157 7.01% 4.7
Newton One Investments
5314
Newton One Investments
Delaware
$134M -$2.72M -2% 11.4% 42% 127 3.15% 1.2
Harrington Investments
5315
Harrington Investments
California
$134M -$32.5M -19% 14.9% 109% 82 6.1% 4
First National Bank of Hutchinson
5316
First National Bank of Hutchinson
Kansas
$134M -$37.2M -22% 15.5% 121% 120 21.67% 3.5
Moser Wealth Advisors
5317
Moser Wealth Advisors
Washington
$134M -$25.5M -16% 14.8% – 134 1.49% 2
Verger Capital Management
5318
Verger Capital Management
North Carolina
$134M +$6.87M +5% 11.9% 58.3% 29 58.62% 2.4
Moneda SA Administradora General de Fondos
5319
Moneda SA Administradora General de Fondos
Chile
$134M -$76.5M -36% 24% 34.5% 49 24.49% 1.7
Golden Gate Private Equity
5320
Golden Gate Private Equity
California
$134M -$83.8M -38% 40.7% 8.72% 4 0% 1.3
Robinson Capital Management
5321
Robinson Capital Management
Michigan
$134M -$11.4M -8% 7.01% 7.8% 405 49.38% 0.5
Spreng Capital Management
5322
Spreng Capital Management
Ohio
$134M -$28.6M -18% 13.8% 72.5% 102 9.8% 2.1
Pointe Capital Management
5323
Pointe Capital Management
Michigan
$134M -$22.3M -14% 11.8% 62.6% 157 8.28% 3.8
Five Oceans Advisors
5324
Five Oceans Advisors
California
$134M +$21.8M +19% 11.3% 85.3% 145 27.59% 0.5
Pragma Gestao de Patrimonio
5325
Pragma Gestao de Patrimonio
Brazil
$134M -$48.6M -27% 24.3% 75.2% 18 22.22% 1.5