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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)
HighMark Wealth Management
5501
HighMark Wealth Management
Minnesota
$124M -$25.2M -17% 14.9% 110% 561 9.8% 1.7
Coulter & Justus Financial Services
5502
Coulter & Justus Financial Services
Tennessee
$124M -$160M -56% 12.5% – 59 98.31% 0
Gould Capital
5503
Gould Capital
Washington
$124M -$14.9M -11% 10.9% 60.1% 237 14.35% 0.4
Mudita Advisors
5504
Mudita Advisors
United Kingdom
$124M -$25.2M -17% 13.2% 143% 18 0% 0.5
Norris Financial Group
5505
Norris Financial Group
South Carolina
$124M -$41.4M -25% 12.2% 142% 94 40.43% 1
Aubrey Capital Management
5506
Aubrey Capital Management
United Kingdom
$124M -$50.9M -29% 12.9% 319% 75 45.33% 1
DGS Capital Management
5507
DGS Capital Management
New Jersey
$124M -$38.9M -24% 15.5% 177% 236 32.2% 0.4
VFG
5508
V2 Financial group
Illinois
$124M -$7.43M -6% 15.1% 63.3% 67 19.4% 1.2
Cherry Creek Investment Advisors
5509
Cherry Creek Investment Advisors
Colorado
$124M -$27.8M -18% 13.4% 151% 108 24.07% 0.8
Fulcrum Equity Management
5510
Fulcrum Equity Management
Texas
$124M -$44.9M -27% 10.4% 116% 125 57.6% 1
AFC
5511
AFT Forsyth & Company
Florida
$124M -$33.1M -21% 16.5% 135% 150 9.33% 5.5
New Vernon Capital Holdings II
5512
New Vernon Capital Holdings II
New Jersey
$124M -$8.92M -7% 14.3% 114% 64 82.81% 0.4
Econ Financial Services
5513
Econ Financial Services
Pennsylvania
$124M -$11.1M -8% 13.7% 16.9% 163 61.96% 0.7
Sagil Capital
5514
Sagil Capital
United Kingdom
$124M -$4.74M -4% 15.6% 104% 27 70.37% 0.4
XXIP
5515
Xiamen Xinweidachuang Investment Partnership
China
$124M -$33.4M -21% 48.4% 66.6% 1 0% 0.5
PAM
5516
Premier Asset Management
Illinois
$124M -$197M -61% 15.3% 104% 107 21.5% 2.8
St. Clair Advisors
5517
St. Clair Advisors
Ohio
$124M -$23.5M -16% 14.7% 77.5% 44 11.36% 1.3
Ravenstone Capital Management
5518
Ravenstone Capital Management
$124M -$20.5M -14% 15.3% 63% 40 2.5% 0.9
Octahedron Capital Management
5519
Octahedron Capital Management
California
$123M -$68.2M -36% 29.9% 234% 45 33.33% 0.3
NF
5520
NTB Financial
Colorado
$123M -$16.5M -12% 11.7% – 159 14.47% 0.5
Choice Wealth Advisors
5521
Choice Wealth Advisors
Maine
$123M -$2.62M -2% 14.1% 60.3% 54 94.44% 0.1
Consilio Wealth Advisors
5522
Consilio Wealth Advisors
Washington
$123M -$3.62M -3% 14.1% 66.4% 37 5.41% 0.4
Milestone Advisory Partners
5523
Milestone Advisory Partners
North Carolina
$123M -$62M -33% 10.9% 19.7% 85 20% 2.2
Cruiser Capital Advisors
5524
Cruiser Capital Advisors
Connecticut
$123M +$5.35M +5% 0.46% 192% 77 11.69% 1.1
Allie Family Office
5525
Allie Family Office
Florida
$123M -$7.12M -5% 14.6% 59% 79 29.11% 0.3