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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)
Pointe Capital Management
5451
Pointe Capital Management
Michigan
$164M +$19.9M +14% 5.82% 62.6% 160 11.25% 3.3
Central Asset Investments & Management Holdings
5452
Central Asset Investments & Management Holdings
Hong Kong
$164M -$22.5M -12% 10.8% 3,210% 78 26.92% 0.7
CWA
5453
Clearview Wealth Advisors
Oregon
$164M +$6.2M +4% 6.28% 45.2% 751 17.84% 0.8
Scott Capital Advisors
5454
Scott Capital Advisors
Oregon
$164M – – 8.11% 50.9% 38 – 0
New England Professional Planning Group
5455
New England Professional Planning Group
Rhode Island
$164M -$4.78M -3% 7.3% 64.1% 52 11.54% 2.9
Roubaix Capital
5456
Roubaix Capital
Colorado
$164M +$11.4M +7% 2.21% 174% 58 56.9% 0.6
Altman Advisors
5457
Altman Advisors
Illinois
$164M -$16.8M -9% 13.3% 143% 84 14.29% 1.9
First Financial Corp
5458
First Financial Corp
Indiana
$164M +$13.2M +9% 10.2% 95.3% 356 4.49% 5.6
Costello Asset Management
5459
Costello Asset Management
Pennsylvania
$164M +$7.26M +5% 6.75% 81.5% 252 15.87% 1.4
FIM
5460
FWL Investment Management
Texas
$164M +$4.69M +3% 5.14% 165% 56 25% 0.7
Brooktree Capital Management
5461
Brooktree Capital Management
Michigan
$164M +$6.72M +4% 7.9% 82.9% 43 4.65% 1.7
Bay Rivers Group
5462
Bay Rivers Group
Virginia
$164M +$16.5M +11% 11.2% 166% 75 1.33% 1.5
Broadmark Asset Management
5463
Broadmark Asset Management
California
$163M -$24.5M -13% 10.7% 39.6% 3 66.67% 1.5
626 Financial
5464
626 Financial
Michigan
$163M – – 8.56% 81.1% 110 – 0.7
Westhampton Capital
5465
Westhampton Capital
North Carolina
$163M +$17.2M +12% 12.5% 105% 115 3.48% 2.1
TPG Financial Advisors
5466
TPG Financial Advisors
Oregon
$163M +$11.8M +8% 5.6% – 41 21.95% 2.1
Triatomic Management
5467
Triatomic Management
California
$163M – – 6.66% – 41 – 0
Prostatis Group
5468
Prostatis Group
Maryland
$163M -$4.28M -3% 8.8% 72.9% 102 17.65% 1.2
Financial Avengers
5469
Financial Avengers
California
$163M +$13.5M +9% 13.7% 108% 171 12.28% 0.9
Performa Ltd (US)
5470
Performa Ltd (US)
South Carolina
$163M -$7.98M -5% 9.1% 59.6% 72 22.22% 0.7
HC Advisors
5471
HC Advisors
Georgia
$163M +$10.6M +7% 5.58% 63.5% 89 12.36% 1.2
Jess S. Morgan & Co
5472
Jess S. Morgan & Co
California
$163M +$11.3M +7% 4.96% 69.3% 47 14.89% 1.5
Brightline Capital Management
5473
Brightline Capital Management
Florida
$163M +$23M +16% 10.5% 810% 13 7.69% 0.8
C.M. Bidwell & Associates
5474
C.M. Bidwell & Associates
Hawaii
$163M +$12.2M +8% 7.03% 70.6% 666 35.29% 1.5
IWN
5475
Independent Wealth Network
Iowa
$162M +$9.5M +6% 7.46% 78.2% 233 18.03% 0.2