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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)
LFWA
5576
LBJ Family Wealth Advisors
Texas
$144M +$1.48M +1% 5.36% 64.9% 24 4.17% 6.5
New Republic Capital
5577
New Republic Capital
North Carolina
$144M +$11.5M +9% 6.78% 91.4% 251 14.74% 0.4
LA
5578
Latitude Advisors
Florida
$144M +$5.43M +4% 6.11% 72% 198 27.27% 1.5
Wayfinding Financial
5579
Wayfinding Financial
Washington
$144M +$12.4M +9% 7.54% 68.3% 124 23.39% 0.8
BCM
5580
Beaumont Capital Management
Massachusetts
$144M +$35.7K +0% 4.6% 45.4% 46 36.96% 0.7
Blackhawk Capital Partners
5581
Blackhawk Capital Partners
Wisconsin
$144M +$7.18M +5% 6.57% 87.2% 94 22.34% 1.3
Holistic Financial Partners
5582
Holistic Financial Partners
Indiana
$144M +$16.1M +13% 12.2% 95.7% 114 10.53% 2.7
NCM
5583
NCM Capital Management
New Jersey
$144M +$10.1M +8% 5.38% 105% 156 7.05% 1.3
AJ Advisors
5584
AJ Advisors
Tennessee
$144M +$7.59M +6% 5.3% 59.8% 37 8.11% 0.5
Crestwood Capital Management
5585
Crestwood Capital Management
New York
$144M +$11.2M +8% 10.7% 203% 14 21.43% 2.8
Aegis Financial
5586
Aegis Financial
Virginia
$144M +$14.8M +11% 2.57% 266% 31 12.9% 1.8
R.W. Roge & Company
5587
R.W. Roge & Company
New York
$144M -$12.5M -8% 6.57% 68.1% 46 10.87% 2.2
Element Wealth
5588
Element Wealth
Mississippi
$144M +$9.6M +7% 3.93% 59.6% 234 13.25% 2.1
ASBI
5589
American State Bank (Iowa)
Iowa
$144M +$6.51M +5% 7.37% 138% 332 1.51% 2.2
Littlejohn & Co
5590
Littlejohn & Co
Connecticut
$144M -$23.6M -14% 3.27% 56.2% 65 26.15% 1.3
Castle Wealth Management
5591
Castle Wealth Management
Florida
$143M +$14.2M +11% 6% 53.6% 116 12.07% 0.9
Bluesphere Advisors
5592
Bluesphere Advisors
Pennsylvania
$143M +$22.7M +19% 9.83% 105% 87 11.49% 1.8
ADE LLC
5593
ADE LLC
Maryland
$143M +$3.83M +3% 3.6% 52.2% 86 8.14% 1.8
Denver Wealth Management
5594
Denver Wealth Management
Colorado
$143M -$685K -0.5% 6.15% 64.4% 83 18.07% 1.3
Birchcreek Wealth Management
5595
Birchcreek Wealth Management
Ohio
$143M +$16.9M +13% 6.06% 80.7% 143 18.18% 1.7
AFT
5596
Alpha Family Trust
California
$143M +$17M +13% 15.9% 198% 136 20.59% 0.6
Cherrydale Wealth Management
5597
Cherrydale Wealth Management
New Jersey
$143M +$11.2M +9% 7.28% 80.8% 43 18.6% 1
OFG
5598
OTA Financial Group
New York
$143M +$29.6M +26% 1.52% 320% 49 91.84% 0.6
JGP Global Gestao de Recursos
5599
JGP Global Gestao de Recursos
Brazil
$143M +$46.8M +49% 40% 261% 85 48.24% 1.7
Jones Road Capital Management
5600
Jones Road Capital Management
New York
$143M +$5.14M +4% 5.8% 88.5% 46 30.43% 1