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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)
WJ Interests
5576
WJ Interests
Texas
$112M -$17.4M -13% 6.59% 55.2% 17 41.18% 0.3
Constellation Investimentos e Participacoes
5577
Constellation Investimentos e Participacoes
Brazil
$112M -$23.6M -17% 20.9% 172% 8 37.5% 1.3
CCM
5578
Conway Capital Management
California
$112M +$295K +0.3% 2.15% 139% 54 18.52% 1.3
AFC
5579
AFT Forsyth & Company
Florida
$112M -$11.9M -10% 5.66% 135% 140 9.29% 5.9
AH Equity Partners LSV II
5580
AH Equity Partners LSV II
California
$112M +$16.5M +17% 18.3% – 4 0% 0.8
Garrison Point Advisors
5581
Garrison Point Advisors
California
$112M -$8.45M -7% 5.14% 81.5% 147 6.8% 3.1
Cahill Wealth Management
5582
Cahill Wealth Management
Michigan
$112M -$6.26M -5% 4.13% 24.7% 43 9.3% 0.4
DRH Investments
5583
DRH Investments
California
$112M +$8.04M +8% 7.39% 81.2% 12 25% 1.4
GCM
5584
Granby Capital Management
Florida
$112M -$15.9M -12% 4.33% 50% 48 31.25% 1
Lakeside Advisors
5585
Lakeside Advisors
Washington
$112M -$5.89M -5% 6.41% 83.7% 58 3.45% 0.7
WCM
5586
Westerly Capital Management
California
$112M -$11.6M -9% 7.08% 116% 49 26.53% 0.9
Rings Capital Management
5587
Rings Capital Management
Illinois
$112M -$59.3M -35% 3.76% 40.9% 6 33.33% 2
Northstar Advisory Group
5588
Northstar Advisory Group
New Jersey
$112M -$23.1M -17% 0.72% 141% 98 32.65% 0.6
Pacific Financial Group
5589
Pacific Financial Group
Washington
$112M -$23.2M -17% 4.03% 61.1% 59 13.56% 5.4
ACME LLC
5590
ACME LLC
California
$112M -$22.3M -17% 12.3% 199% 10 20% 1
Ballew Advisors
5591
Ballew Advisors
Mississippi
$111M +$1.89M +2% 5.28% 68% 102 13.73% 3
Norwood Investment Partners
5592
Norwood Investment Partners
California
$111M -$2.64M -2% 3.36% 25.2% 13 30.77% 0.5
Resolute Capital Asset Partners
5593
Resolute Capital Asset Partners
Colorado
$111M -$27.7M -20% 5.06% 657% 55 58.18% 0.3
Vida Ventures Advisors
5594
Vida Ventures Advisors
Massachusetts
$111M -$6.92M -6% 15.3% 154% 8 0% 1.7
Lynch Asset Management
5595
Lynch Asset Management
Pennsylvania
$111M -$10.8M -9% 7.52% 190% 55 3.64% 0.7
Alpine Peaks Capital
5596
Alpine Peaks Capital
New York
$111M +$25.7M +30% 5.6% 24.3% 24 4.17% 0.7
Security National Bank of So Dak
5597
Security National Bank of So Dak
Iowa
$111M -$9.46M -8% 5.29% 67.7% 93 6.45% 5.2
Straight Path Wealth Management
5598
Straight Path Wealth Management
Michigan
$111M +$9.27M +9% 1.88% 70.4% 79 15.19% 0.6
Investmark Advisory Group
5599
Investmark Advisory Group
Connecticut
$111M +$10.2M +10% 6.31% 65.1% 103 19.42% 0.6
SC
5600
Stephens Consulting
Michigan
$111M -$11.6M -9% 5.14% 50.1% 572 6.47% 0.7