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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)
Bright Futures Wealth Management
5451
Bright Futures Wealth Management
New York
$185M – – 7.95% – 207 – 0
Ayrshire Capital Management
5452
Ayrshire Capital Management
Connecticut
$185M +$11.6M +7% 10.3% 84.8% 52 19.23% 2.9
Koss-Olinger Consulting
5453
Koss-Olinger Consulting
Florida
$185M -$834M -82% 10.3% 57.9% 341 94.13% 1
Capital Today Evergreen Fund
5454
Capital Today Evergreen Fund
Cayman Islands
$185M -$192M -51% 20.2% 0.74% 3 33.33% 0.8
Foresight Group
5455
Foresight Group
United Kingdom
$185M -$92.9M -33% 6.54% – 39 23.08% 0.2
Cherry Creek Investment Advisors
5456
Cherry Creek Investment Advisors
Colorado
$185M +$20.9M +13% 15% 151% 109 12.84% 1.9
Ballast Asset Management
5457
Ballast Asset Management
Texas
$185M +$27.3M +17% 6.21% 123% 53 13.21% 0.4
Hillcrest Wealth Advisors
5458
Hillcrest Wealth Advisors
New Jersey
$185M +$3.12M +2% 6.78% 58.7% 49 14.29% 4.1
Carolina Wealth Advisors
5459
Carolina Wealth Advisors
South Carolina
$185M -$8.49M -4% 10.6% 62% 256 16.8% 2.9
KCM
5460
Kempner Capital Management
Texas
$184M +$5.55M +3% 12% 60.9% 55 9.09% 4.4
Hutner Capital Management
5461
Hutner Capital Management
Vermont
$184M +$14.7M +9% 8.51% 52.2% 44 2.27% 6.1
Bond & Devick Financial Network
5462
Bond & Devick Financial Network
Minnesota
$184M +$8.65M +5% 5.17% 46.9% 148 7.43% 2.3
Aletheian Wealth Advisors
5463
Aletheian Wealth Advisors
Washington
$184M +$33.2M +22% 8.07% – 86 15.12% 1.5
Slagle Financial
5464
Slagle Financial
Illinois
$184M +$9.7M +6% 7.99% 77.9% 123 15.45% 0.7
SCM
5465
Sage Capital Management
New Jersey
$184M +$17.1M +10% 9.85% 94.3% 153 4.58% 0.2
Lazari Capital Management
5466
Lazari Capital Management
California
$184M +$9.42M +5% 15% 145% 134 11.94% 0.7
MI
5467
Moneywise Inc
Virginia
$184M +$9.8M +6% 6.99% 60.8% 64 26.56% 3.1
Jackson Hill Advisors
5468
Jackson Hill Advisors
Texas
$184M +$21.5M +13% 13.7% 61.2% 13 15.38% 1.6
Decatur Capital Management
5469
Decatur Capital Management
Georgia
$184M +$17.1M +10% 17% 135% 52 13.46% 3.8
Beaton Management Company
5470
Beaton Management Company
Massachusetts
$184M +$16.6M +10% 12.4% 95.9% 136 2.94% 4.8
Mizuho Markets Cayman
5471
Mizuho Markets Cayman
Cayman Islands
$184M +$38.4M +26% 24% 219% 74 41.89% 0.6
Eldred Rock Partners
5472
Eldred Rock Partners
Texas
$183M +$26.5M +17% 13.6% 109% 27 11.11% 0.2
Benchmark Wealth Management
5473
Benchmark Wealth Management
Connecticut
$183M +$14.3M +8% 7.03% 42.7% 49 4.08% 3.2
Blantyre Capital
5474
Blantyre Capital
United Kingdom
$183M +$40.5M +28% 19% – 4 0% 0.2
DRD
5475
Dennis R. Delaney
$183M +$14.7M +9% 10.6% 84.3% 46 8.7% 6