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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)
Brightline Capital Management
5576
Brightline Capital Management
Florida
$247M +$3.37M +1% 19.2% 810% 12 50% 0.8
Westfuller Advisors
5577
Westfuller Advisors
New York
$247M +$27.3M +12% 2.84% – 827 15.6% 0.4
Bay Rivers Group
5578
Bay Rivers Group
Virginia
$247M +$9.8M +4% 3.31% 166% 99 10.1% 3.2
ML
5579
MTCO Ltd
$247M +$12.2M +5% 3.24% – 2 0% 0.3
Blue Door Asset Management
5580
Blue Door Asset Management
Connecticut
$247M +$56.9M +30% 5.84% 127% 35 62.86% 1
Shared Vision Wealth Group
5581
Shared Vision Wealth Group
United States
$247M +$10.8M +5% 2.63% – 109 19.27% 1.3
WIA
5582
Wetzel Investment Advisors
Indiana
$247M +$12.6M +5% 3.66% 72.2% 137 9.49% 1.6
Two Point Capital Management
5583
Two Point Capital Management
New York
$247M -$1.92M -0.8% 1.91% – 25 0% 2.9
Eagle Bluffs Wealth Management
5584
Eagle Bluffs Wealth Management
Missouri
$247M +$15M +6% 3.56% 95.5% 83 10.84% 2.8
Montz Harcus Wealth Management
5585
Montz Harcus Wealth Management
Louisiana
$247M +$17.6M +8% 2.1% 84.1% 93 11.83% 2.5
Cherokee Insurance
5586
Cherokee Insurance
Michigan
$247M +$13.2M +6% 4.83% – 124 7.26% 0.9
Reliant Investment Management
5587
Reliant Investment Management
Tennessee
$247M -$17M -6% 3.45% 129% 64 18.75% 3.7
Parker Financial
5588
Parker Financial
Washington
$247M +$2.73M +1% 1.57% 49.7% 36 5.56% 2.8
Bernard Wealth Management
5589
Bernard Wealth Management
Michigan
$246M +$7.04M +3% 4.32% – 359 5.57% 0.8
Legacy Bridge
5590
Legacy Bridge
Iowa
$246M +$6.07M +3% 2.32% 236% 474 36.29% 2.9
Paces Ferry Wealth Advisors
5591
Paces Ferry Wealth Advisors
Georgia
$246M +$5.98M +2% 2.16% 72% 138 11.59% 3.4
Kensington Investment Counsel
5592
Kensington Investment Counsel
California
$246M +$672K +0.3% 1.54% 81.9% 112 14.29% 3.3
Vermillion Wealth Management
5593
Vermillion Wealth Management
Minnesota
$246M -$124M -34% 1.89% – 1,609 65.94% 0.8
TMT General Partner
5594
TMT General Partner
Hong Kong
$246M -$132M -35% 15.1% – 3 0% 0.8
BFM
5595
Blacksheep Fund Management
Ireland
$246M +$129M +110% 0.23% 71.5% 8 50% 1
Decatur Capital Management
5596
Decatur Capital Management
Georgia
$246M -$6.01M -2% 3.08% 135% 39 17.95% 4.6
Wrenne Financial Planning
5597
Wrenne Financial Planning
Kentucky
$246M +$11.9M +5% 1.63% 54.3% 51 1.96% 1.5
Traveka Wealth
5598
Traveka Wealth
California
$246M +$21.7M +10% 2.73% 78.1% 198 17.17% 1.2
Lewis Asset Management
5599
Lewis Asset Management
California
$246M +$2.28M +0.9% 2.61% 142% 195 9.74% 1.3
Lodestone Wealth Management
5600
Lodestone Wealth Management
Washington
$246M +$23.1M +10% 2.94% 87.1% 798 78.32% 0.5