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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)
Gator Capital Management
5476
Gator Capital Management
Florida
$136M +$16.4M +14% 12.5% 245% 70 18.57% 1.9
Pacific Wealth Management
5477
Pacific Wealth Management
California
$136M +$23.4M +21% 6.72% 72.8% 29 41.38% 0.7
NWK Group
5478
NWK Group
California
$136M +$6.64M +5% 4.52% 268% 70 17.14% 1.9
Next Level Private
5479
Next Level Private
New York
$136M +$22.3M +20% 10.2% 95.9% 103 24.27% 0.4
Quad-Cities Investment Group
5480
Quad-Cities Investment Group
Iowa
$136M +$6.95M +5% 6.53% 67.3% 191 18.85% 2.8
Milestones Administradora de Recursos
5481
Milestones Administradora de Recursos
Brazil
$136M -$11.2M -8% 3.17% 116% 19 26.32% 0.7
IVC Wealth Advisors
5482
IVC Wealth Advisors
Pennsylvania
$136M +$11.5M +9% 8.4% 81.9% 161 15.53% 1.5
Powers Advisory Group
5483
Powers Advisory Group
Illinois
$136M +$10.3M +8% 8.35% 49.8% 94 8.51% 0.9
Oak Management Corp
5484
Oak Management Corp
Connecticut
$136M -$23.5M -15% 11.6% 96.4% 3 33.33% 1.3
Highline Wealth Partners
5485
Highline Wealth Partners
California
$136M +$12.5M +10% 6.72% 93.8% 352 13.35% 0.2
Heartland Bank & Trust
5486
Heartland Bank & Trust
Illinois
$135M +$31M +30% 7.6% 105% 159 49.06% 0.8
TIM
5487
Timelo Investment Management
Ontario, Canada
$135M +$48.9M +56% 19.5% 104% 80 65% 0.4
Jentner Corp
5488
Jentner Corp
Ohio
$135M +$10M +8% 2.72% 38.9% 43 20.93% 3.2
Sound Stewardship
5489
Sound Stewardship
Kansas
$135M – – 7.06% 45.9% 57 – 0
Camelot Portfolios
5490
Camelot Portfolios
Ohio
$135M +$28.9M +27% 6.78% 41.3% 206 35.92% 3
Fortis Capital Management
5491
Fortis Capital Management
Washington
$135M +$18M +15% 6.23% 82% 100 26% 1.4
Mine & Arao Wealth Creation & Management
5492
Mine & Arao Wealth Creation & Management
California
$135M -$711K -0.5% 6.54% 105% 347 10.09% 2.3
New Potomac Partners
5493
New Potomac Partners
Maryland
$135M +$16.6M +14% 11.1% 37.2% 72 12.5% 3.3
GCM
5494
Granby Capital Management
Florida
$135M +$23.1M +21% 6.35% 50% 41 53.66% 1
Alta Fox Capital Management
5495
Alta Fox Capital Management
Texas
$135M -$196M -59% 12.8% 261% 22 59.09% 0.4
Investmark Advisory Group
5496
Investmark Advisory Group
Connecticut
$135M +$23.6M +21% 10.2% 73.8% 119 28.57% 0.7
Lugano Financial Advisors SA (LFA)
5497
Lugano Financial Advisors SA (LFA)
Switzerland
$135M +$7.49M +6% 4.56% 44.8% 129 20.16% 2.4
West Bancorporation
5498
West Bancorporation
Iowa
$135M -$7.78K -0% 12.6% 72.5% 264 65.91% 2.6
SRAM
5499
Spouting Rock Asset Management
Pennsylvania
$135M +$4.57M +4% 7.98% 74.7% 175 38.86% 0.7
Providence Wealth Advisors
5500
Providence Wealth Advisors
Illinois
$135M +$743K +0.6% 11.8% 121% 99 8.08% 3.4