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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)
Audent Global Asset Management
5601
Audent Global Asset Management
California
$138M +$19.2M +16% 2.72% 112% 69 24.64% 1
ELCO Management
5602
ELCO Management
New York
$138M +$251K +0.2% 0.77% 98.3% 144 15.97% 3.4
Tranquilli Financial Advisor
5603
Tranquilli Financial Advisor
New Jersey
$138M -$2.81M -2% 2.62% 55.1% 105 21.9% 1.4
FinDec Wealth Services
5604
FinDec Wealth Services
California
$138M -$4.54M -3% 3.51% 47.6% 46 6.52% 0.7
Phoenix Asset Management Partners
5605
Phoenix Asset Management Partners
$138M -$17M -11% 10.1% 139% 13 7.69% 0.7
Alliance Wealth Advisors (Pennsylvania)
5606
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$138M -$2.36M -2% 3.38% 74.4% 130 6.15% 2
AUA Capital Management
5607
AUA Capital Management
Pennsylvania
$138M -$6.98M -5% 3.42% 70.2% 81 7.41% 5.9
Albert D. Mason Inc
5608
Albert D. Mason Inc
Massachusetts
$138M -$7.74M -5% 2.63% 83.4% 160 4.38% 5.1
Client First Capital
5609
Client First Capital
California
$138M +$3.49M +3% 2.38% 54.6% 22 9.09% 1.4
Evolution Advisers
5610
Evolution Advisers
Virginia
$138M -$3.58M -3% 3.75% 40.8% 167 15.57% 1.6
Shore Point Advisors
5611
Shore Point Advisors
New Jersey
$138M -$2.02M -1% 3.1% 54.6% 50 4% 1.2
Clarus Group
5612
Clarus Group
Texas
$138M +$748K +0.5% 0.69% 67.5% 119 12.61% 1.8
Leverty Financial Group
5613
Leverty Financial Group
Wisconsin
$138M +$514K +0.4% 4.1% 57.3% 31 12.9% 1.3
Applied Fundamental Research
5614
Applied Fundamental Research
Massachusetts
$138M -$21.9M -14% 11.1% 44.6% 13 23.08% 2
Coulter & Justus Financial Services
5615
Coulter & Justus Financial Services
Tennessee
$138M -$9.9M -7% 1.13% – 46 17.39% 1
Dravo Bay
5616
Dravo Bay
Delaware
$137M +$1.4M +1% 4.05% 45.2% 43 2.33% 1.5
BWIA
5617
Bryant Woods Investment Advisors
New York
$137M -$3.24M -2% 4.19% 74.4% 47 19.15% 1.4
Hassell Wealth Management
5618
Hassell Wealth Management
Louisiana
$137M -$8.51M -6% 3.16% 49.7% 22 13.64% 0.7
Northstar Advisory Group
5619
Northstar Advisory Group
New Jersey
$137M -$15.7M -10% 3.01% 141% 105 30.48% 1
AIP
5620
Alapocas Investment Partners
Massachusetts
$137M +$226K +0.2% 0.85% 50% 18 0% 1.7
Gunma Bank
5621
Gunma Bank
Japan
$137M -$10.4M -7% 5.63% 24.5% 28 14.29% 1.6
Horizons Wealth Management
5622
Horizons Wealth Management
North Carolina
$137M -$3.8M -3% 3.51% – 216 15.28% 1.1
ORC
5623
O'Rourke & Company
Massachusetts
$137M -$5.49M -4% 2.48% 71.9% 138 6.52% 1.5
Econ Financial Services
5624
Econ Financial Services
Pennsylvania
$137M -$4.47M -3% 4.51% 16.9% 112 62.5% 0.5
Buttonwood Financial Group
5625
Buttonwood Financial Group
Missouri
$137M +$21.6M +19% 3.15% 77.9% 30 23.33% 0.7