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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)
R.W. Roge & Company
5676
R.W. Roge & Company
New York
$175M +$8.94M +5% 3.38% 68.1% 47 6.38% 2.7
GCM
5677
Granby Capital Management
Florida
$175M -$29.8M -15% 0.37% 50% 25 40% 1.5
Alternative Investment Advisors
5678
Alternative Investment Advisors
Florida
$175M +$8.94M +5% 2.77% 70.2% 52 28.85% 0.6
HM
5679
HCC Manager
Illinois
$175M +$495K +0.3% 8.08% – 2 0% 0.3
WIA
5680
Wetzel Investment Advisors
Indiana
$175M +$5.03M +3% 0.85% 72.2% 1,134 22.66% 0.5
MRA Advisory Group
5681
MRA Advisory Group
New Jersey
$175M +$7.41M +4% 2.8% 86.8% 123 22.76% 1.7
Aspire Wealth Management
5682
Aspire Wealth Management
Massachusetts
$175M +$9.1M +5% 1.18% 26% 191 8.38% 1.9
One Plus One Wealth Management
5683
One Plus One Wealth Management
Florida
$175M +$385K +0.2% 0.37% 71.9% 105 18.1% 2
Velan Capital Investment Management
5684
Velan Capital Investment Management
Georgia
$175M -$45.7M -21% 13.4% 2,395% 25 48% 0.9
Applied Capital
5685
Applied Capital
Arkansas
$174M +$5.84M +3% 0.76% 52.6% 40 7.5% 2
Peak Financial Advisors
5686
Peak Financial Advisors
Colorado
$174M +$10M +6% 1.11% 40.1% 89 42.7% 1
Tower View Wealth Management
5687
Tower View Wealth Management
Wisconsin
$174M +$3.29M +2% 8.07% 135% 201 13.93% 3.1
Sterling Group Wealth Management
5688
Sterling Group Wealth Management
California
$174M +$173M +10,597% 3.01% 67.7% 58 94.83% 0.1
Pension & Wealth Management Advisors
5689
Pension & Wealth Management Advisors
Massachusetts
$174M +$22.2M +15% 1.32% 49.9% 383 15.4% 1
CIS
5690
Custom Index Systems
New York
$174M -$1.66M -0.9% 3.39% – 313 44.09% 0.3
Lifestyle Asset Management
5691
Lifestyle Asset Management
Texas
$174M +$4.76M +3% 1.93% 88.3% 115 25.22% 0.8
Evolution Advisers
5692
Evolution Advisers
Virginia
$174M +$4.56M +3% 1.02% 40.8% 203 17.73% 1.7
Chicago Wealth Management
5693
Chicago Wealth Management
Illinois
$174M +$5.59M +3% 1.74% 134% 55 23.64% 1.8
Resolute Capital Asset Partners
5694
Resolute Capital Asset Partners
Colorado
$174M -$17.4M -9% 9.31% 657% 70 72.86% 0.3
Northstar Advisory Group
5695
Northstar Advisory Group
New Jersey
$174M +$8.63M +5% 5.44% 141% 102 17.65% 1.4
Lagoda Investment Management
5696
Lagoda Investment Management
New York
$174M +$10.8M +7% 14.5% 250% 40 0% 5.5
Anchor IV
5697
Anchor IV
Singapore
$174M +$41.7M +32% 31.6% – 1 0% 0.8
Luminus Management
5698
Luminus Management
Texas
$174M -$46.2M -21% 19.9% 8.7% 32 40.63% 1.5
LAI
5699
Legal Advantage Investments
California
$174M -$5.22M -3% 2.28% 116% 107 14.95% 2.1
Transcendent Capital Group
5700
Transcendent Capital Group
Oklahoma
$174M +$1.39M +0.8% 3.79% – 470 24.04% 0.4