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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)
TL Private Wealth
5501
TL Private Wealth
Texas
$202M -$21.5M -10% 1.74% 50.6% 43 4.65% 3.9
Ergawealth Advisors
5502
Ergawealth Advisors
Illinois
$202M -$539K -0.3% 2.21% 50% 65 10.77% 1.6
Towerpoint Wealth
5503
Towerpoint Wealth
California
$202M -$2.42M -1% 1.58% 67.7% 84 7.14% 4.1
SHFP
5504
Second Half Financial Partners
Florida
$202M -$2.99M -1% 2.71% 36.8% 99 23.23% 0.9
ORC
5505
O'Rourke & Company
Massachusetts
$202M -$2.55M -1% 2.93% 71.9% 153 5.23% 2.4
Argentarii
5506
Argentarii
Ohio
$202M +$2.56M +1% 2.31% – 177 20.9% 0.2
Autumn Glory Partners
5507
Autumn Glory Partners
Texas
$201M -$2.24M -1% 0.32% 76% 193 20.73% 1.8
Deseret Mutual Benefit Administrators
5508
Deseret Mutual Benefit Administrators
Utah
$201M -$1.82M -0.9% 0.79% 81.9% 503 3.18% 3.3
Thomas H. Lee (THL) Partners
5509
Thomas H. Lee (THL) Partners
Massachusetts
$201M -$79.3M -28% 28.3% 37.2% 1 0% 4.5
GKV Capital Management
5510
GKV Capital Management
California
$201M -$43.9M -18% 3.14% – 182 21.43% 0.2
Retirement Guys Formula
5511
Retirement Guys Formula
Ohio
$201M +$2.97M +2% 0.81% 75.7% 168 38.1% 1.5
Ananym Capital Management
5512
Ananym Capital Management
New York
$201M +$36.2M +22% 8.24% – 11 18.18% 0.2
Bridger Management
5513
Bridger Management
New York
$201M +$15M +8% 1.32% 103% 34 32.35% 1.9
Aull & Monroe Investment Management
5514
Aull & Monroe Investment Management
Alabama
$201M +$4.91M +3% 4.2% 98.3% 126 4.76% 8.8
Greenbush Financial Group
5515
Greenbush Financial Group
New York
$201M +$11.3M +6% 1.57% – 34 5.88% 0.2
MY.Alpha Management HK Advisors
5516
MY.Alpha Management HK Advisors
Hong Kong
$201M -$26.4M -12% 22.8% 423% 22 40.91% 0.8
Paces Ferry Wealth Advisors
5517
Paces Ferry Wealth Advisors
Georgia
$201M -$4.79M -2% 2.75% 72% 134 10.45% 3.1
Sustainable Insight Capital Management
5518
Sustainable Insight Capital Management
New York
$201M -$27.6M -12% 1.53% 168% 82 30.49% 1.9
Prosperity Financial Group
5519
Prosperity Financial Group
California
$201M +$45.9K +0% 5% 121% 199 29.65% 1.3
New England Professional Planning Group
5520
New England Professional Planning Group
Rhode Island
$201M +$103K +0.1% 1.86% 64.1% 49 8.16% 4.4
Retirement Planning Company of New England
5521
Retirement Planning Company of New England
Rhode Island
$201M -$5.34M -3% 2.03% 125% 241 9.96% 2.5
Owen LaRue
5522
Owen LaRue
Kentucky
$201M +$9.37M +5% 0.09% 126% 108 31.48% 1.2
Bayshore Asset Management
5523
Bayshore Asset Management
Florida
$201M -$16.9M -8% 1.73% 66.1% 56 39.29% 2.6
Boyd Wealth Management
5524
Boyd Wealth Management
California
$201M -$2.14M -1% 1.03% 56.8% 49 12.24% 2.5
BancFirst Trust & Investment Management
5525
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 3.22% 44.1% 60 43.33% 1.9