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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)
Wallace Advisory Group
5651
Wallace Advisory Group
California
$127M – – 11.5% 50.9% 158 – 0
Lokken Investment Group
5652
Lokken Investment Group
Delaware
$127M +$10.7M +9% 8.27% 65.3% 127 14.17% 1.5
Bain Capital Public Equity
5653
Bain Capital Public Equity
Massachusetts
$127M – – 18.1% 169% 28 – 0
Shelton Wealth Management
5654
Shelton Wealth Management
Texas
$127M +$14.4M +13% 6.76% 89.4% 68 16.18% 0.8
Northstar Advisory Group
5655
Northstar Advisory Group
New Jersey
$127M +$15M +13% 6.62% 141% 100 28% 0.7
GPC
5656
Guardian Point Capital
Virginia
$126M -$10.6M -8% 13% 142% 8 12.5% 2.7
Northland Capital Management
5657
Northland Capital Management
Minnesota
$126M +$19.7M +19% 7.56% 37.5% 30 36.67% 0.4
Headlands Technologies
5658
Headlands Technologies
Illinois
$126M – – 8.13% 158% 498 – 0
CCP
5659
Crocodile Capital Partners
Germany
$126M – – 15.3% 126% 6 – 0
AC
5660
AMS Capital
Brazil
$126M -$31.9M -20% 7.17% 63.1% 15 33.33% 0.8
Northeast Financial Group
5661
Northeast Financial Group
Pennsylvania
$126M +$15.3M +14% 4.21% 31.6% 52 38.46% 1
ORC
5662
O'Rourke & Company
Massachusetts
$126M +$11.4M +10% 6.88% 71.9% 137 17.52% 0.8
VFG
5663
V2 Financial group
Illinois
$126M +$11.8M +10% 7.35% 63.3% 60 5% 1.6
Henrickson Nauta Wealth Advisors
5664
Henrickson Nauta Wealth Advisors
Michigan
$126M +$21.1M +20% 11.9% 61.6% 56 17.86% 0.7
RHS Financial
5665
RHS Financial
California
$126M +$13.3M +12% 7.85% 65.6% 98 22.45% 1.9
Palumbo Wealth Management
5666
Palumbo Wealth Management
New York
$126M +$7.62M +6% 5.83% 115% 85 11.76% 1.7
HBC Financial Services
5667
HBC Financial Services
Washington
$126M +$6.95M +6% 7.55% 12.6% 193 15.03% 2
Gemsstock Ltd
5668
Gemsstock Ltd
United Kingdom
$126M +$24.5M +24% 2.49% 149% 8 37.5% 0.7
Vaughan & Co Securities
5669
Vaughan & Co Securities
New Jersey
$126M +$9.7M +8% 8.39% 70.7% 53 9.43% 2.1
Masso Torrence Wealth Management
5670
Masso Torrence Wealth Management
New Jersey
$125M +$12.2M +11% 6.3% 130% 107 36.45% 0.7
GIM
5671
Greenwich Investment Management
Connecticut
$125M -$1.98M -2% 7.47% – 51 17.65% 3.1
Derbend Asset Management
5672
Derbend Asset Management
Georgia
$125M -$330K -0.3% 5.03% 23.9% 84 13.1% 1.2
Accel Growth Fund V Associates
5673
Accel Growth Fund V Associates
California
$125M -$3.33M -3% 2.57% 1.17% 2 0% 1.6
Custos Family Office
5674
Custos Family Office
Texas
$125M +$22.7M +22% 7.77% 57.4% 41 48.78% 0.5
Saltoro Capital
5675
Saltoro Capital
Texas
$125M -$121M -49% 11.2% 130% 65 73.85% 0.5