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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)
LPARFS
5701
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$140M -$34.5M -20% 2.89% – 121 67.77% 0.5
MJB
5702
Mark J. Bradley
$140M -$12.6M -8% 5.24% – 49 4.08% 1.2
Wealth Management Partners
5703
Wealth Management Partners
Arizona
$140M -$5.32M -4% 4.14% 194% 122 22.13% 1
Capital Square
5704
Capital Square
Tennessee
$140M -$4.56M -3% 3.82% 62.5% 172 18.02% 1.4
NF
5705
NTB Financial
Colorado
$140M -$3.46M -2% 1.04% – 159 11.95% 0.2
OneAscent Financial Services
5706
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 5.47% 63.8% 191 52.36% 0.5
Vanguard Capital Wealth Advisors
5707
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 1.74% 234% 171 26.9% 1.9
Lynch Asset Management
5708
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 3.99% 190% 53 11.32% 0.2
Strategic Investment Management
5709
Strategic Investment Management
Virginia
$140M -$28.2M -17% 4.3% 53.4% 11 18.18% 5.1
ECM
5710
EMC Capital Management
Texas
$140M -$46M -25% 5.89% – 358 77.37% 0.2
Somerset Group
5711
Somerset Group
Minnesota
$140M -$8.71M -6% 2.83% 84.6% 79 7.59% 4.5
Consilium Wealth Advisory
5712
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 2.93% 126% 92 15.22% 0.2
KLC
5713
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 4.51% 51.6% 135 27.41% 1
HPCM
5714
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 8.73% 92.4% 95 23.16% 2.3
Gould Capital
5715
Gould Capital
Washington
$139M -$3.71M -3% 4.34% 60.1% 222 13.06% 0.2
Colorado Capital Management
5716
Colorado Capital Management
Colorado
$139M -$9.9M -7% 5.28% 60.4% 79 1.27% 4.7
New Millennium Group
5717
New Millennium Group
Utah
$139M +$7.58M +6% 3.09% 176% 62 32.26% 0.2
Resource Planning Group
5718
Resource Planning Group
Georgia
$139M -$9.9M -7% 5.03% 1.9% 72 6.94% 2.4
Lake Hills Wealth Management
5719
Lake Hills Wealth Management
Texas
$139M -$2.4M -2% 2.15% 83.7% 67 58.21% 0.2
Innova Wealth Partners
5720
Innova Wealth Partners
Pennsylvania
$139M -$2.31M -2% 1.17% 72.5% 80 18.75% 1
Alcosta Capital Management
5721
Alcosta Capital Management
California
$139M -$27.3M -16% 8.36% 175% 32 25% 0.9
Bay Rivers Group
5722
Bay Rivers Group
Virginia
$139M -$24.6M -15% 7.25% 166% 74 10.81% 1.7
CGIM
5723
Cannon Global Investment Management
Florida
$139M +$75.6M +119% 1.47% 136% 118 83.9% 0.1
Birchview Capital
5724
Birchview Capital
Vermont
$139M -$16.2M -10% 0.86% 327% 68 8.82% 2.5
AH Equity Partners LSV II
5725
AH Equity Partners LSV II
California
$139M -$45.6M -25% 26.3% – 4 0% 0.3