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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)
Blue Creek Capital Management
5676
Blue Creek Capital Management
Hong Kong
$125M – – 25% – 5 – 0
Gould Capital
5677
Gould Capital
Washington
$125M +$9.6M +8% 10.3% 60.1% 221 11.76% 0.9
Geo Capital Gestora de Recursos
5678
Geo Capital Gestora de Recursos
Brazil
$125M -$1.5M -1% 7.56% 30.7% 43 11.63% 2
Horizons Wealth Management
5679
Horizons Wealth Management
North Carolina
$125M +$16.5M +15% 4.83% – 179 11.73% 0.5
Lifestyle Asset Management
5680
Lifestyle Asset Management
Texas
$125M – – 8.96% 88.3% 70 – 0
EL
5681
EQ LLC
Washington
$125M +$9.28M +8% 9.24% 72.9% 53 16.98% 1.6
Aspen Wealth Strategies
5682
Aspen Wealth Strategies
Colorado
$125M – – 9.19% 65.8% 76 – 0
Protective Life
5683
Protective Life
Alabama
$125M +$2.88M +2% 3.57% 38.4% 19 0% 2.8
Resource Planning Group
5684
Resource Planning Group
Georgia
$125M +$9.8M +9% 6.23% 1.9% 69 17.39% 2.7
Aubrey Capital Management
5685
Aubrey Capital Management
United Kingdom
$125M +$8.16M +7% 9.73% 319% 56 25% 1.2
Harbert Fund Advisors
5686
Harbert Fund Advisors
Alabama
$125M -$63.5M -34% 9.45% 70.8% 61 42.62% 1
Independent Order of Foresters
5687
Independent Order of Foresters
Ontario, Canada
$125M +$8.13M +7% 6.75% 66.3% 13 0% 2.3
XXEC Inc
5688
XXEC Inc
Oklahoma
$125M +$8.54M +7% 15.5% 19.3% 29 24.14% 1.5
Wayfinding Financial
5689
Wayfinding Financial
Washington
$125M +$17.6M +16% 6.37% 68.3% 100 32% 0.7
AJ Advisors
5690
AJ Advisors
Tennessee
$125M – – 6.83% 64.6% 37 – 0
Capstone Triton Financial Group
5691
Capstone Triton Financial Group
Oklahoma
$125M +$7.79M +7% 5.56% – 110 20% 1.1
Strategic Income Management
5692
Strategic Income Management
Washington
$125M – – 9.57% – 10 – 0
Argus Investors Counsel
5693
Argus Investors Counsel
New York
$125M +$12.3M +11% 11.5% 132% 95 11.58% 4.9
Norwood Investment Partners
5694
Norwood Investment Partners
California
$125M +$13.1M +12% 15.9% 25.2% 13 23.08% 0.7
Warren Street Wealth Advisors
5695
Warren Street Wealth Advisors
California
$125M +$25.2M +25% 7.7% 75.7% 68 25% 0.7
Sterling Investment Management
5696
Sterling Investment Management
Arizona
$124M +$5.87M +5% 6.84% 45.3% 63 7.94% 4.2
Rise Advisors
5697
Rise Advisors
New York
$124M +$3.8M +3% 6.08% 62.8% 774 4.01% 0.9
Avory & Company
5698
Avory & Company
Florida
$124M +$6.38M +5% 11.8% 74.9% 29 13.79% 1.1
CEDRUS
5699
CEDRUS
Colorado
$124M +$18.2M +17% 8.47% 19.8% 152 17.11% 0.7
Woodward Diversified Capital
5700
Woodward Diversified Capital
California
$124M +$2.86M +2% 10.5% 118% 150 18% 1.5