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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)
Lederer & Associates Investment Counsel
5801
Lederer & Associates Investment Counsel
California
$133M +$2.89M +2% 9.02% 92.7% 88 3.41% 5.3
SMART Wealth
5802
SMART Wealth
Nebraska
$132M +$19.1M +17% 1.87% 77.7% 85 22.35% 0.4
GIM
5803
Greenwich Investment Management
Connecticut
$132M +$2.34M +2% 2.29% – 49 10.2% 3.2
Wells Financial Advisors
5804
Wells Financial Advisors
Massachusetts
$132M +$6.91M +6% 4.1% 54% 71 16.9% 1.9
Pointe Capital Management
5805
Pointe Capital Management
Michigan
$132M -$6.65M -5% 5.4% 62.6% 411 64.48% 4.3
GBI
5806
GP Brinson Investments
Illinois
$132M +$6.61M +5% 5.52% 51.2% 15 0% 2
Aspire Wealth Management
5807
Aspire Wealth Management
Massachusetts
$132M +$9.06M +7% 6.1% 26% 196 6.63% 1.2
Caldwell Investment Management
5808
Caldwell Investment Management
Ontario, Canada
$132M +$31.4M +31% 9.42% 162% 31 32.26% 0.8
Koesten Hirschmann & Crabtree
5809
Koesten Hirschmann & Crabtree
Kansas
$132M +$1.99M +2% 5.32% 68.7% 257 36.96% 0.5
Essex Woodlands Management
5810
Essex Woodlands Management
Texas
$132M -$40.7M -24% 98.6% 55% 7 14.29% 5.6
ACM
5811
Altium Capital Management
New York
$132M -$48M -27% 45.5% – 110 55.45% 0.8
Arrowroot Family Office
5812
Arrowroot Family Office
California
$132M +$15M +13% 4.87% – 137 25.55% 0.2
BC
5813
Bowman & Company
Wisconsin
$132M -$4.28M -3% 5.21% 59.7% 93 9.68% 1.2
Western Pacific Wealth Management
5814
Western Pacific Wealth Management
Illinois
$132M +$1.21M +0.9% 1.13% 91.4% 316 16.14% 1.1
Nebula Research & Development
5815
Nebula Research & Development
New York
$132M +$75.3M +133% 3.43% – 478 86.19% 0.1
Norwood Investment Partners
5816
Norwood Investment Partners
California
$132M -$13.2M -9% 11.4% 25.2% 11 0% 1.2
Beaumont Asset Management
5817
Beaumont Asset Management
Texas
$132M -$4.47M -3% 7.55% 73.1% 78 21.79% 2
Midwest Heritage Bank
5818
Midwest Heritage Bank
Iowa
$132M +$7.58M +6% 3.81% 50% 55 9.09% 1.3
Piedmont Capital Management (Montana)
5819
Piedmont Capital Management (Montana)
Montana
$132M +$6.86M +5% 3.77% 94% 52 28.85% 1.6
Lightspeed Opportunity Fund
5820
Lightspeed Opportunity Fund
California
$132M -$47.7M -27% 22% – 2 0% 0.3
Aspen Wealth Strategies
5821
Aspen Wealth Strategies
Colorado
$132M +$2.72M +2% 5.18% 65.8% 92 33.7% 0.4
Longitude (Cayman)
5822
Longitude (Cayman)
Cayman Islands
$132M +$17.9M +16% 25.5% – 74 32.43% 1.1
Mills Wealth Advisors
5823
Mills Wealth Advisors
Texas
$132M +$7.43M +6% 1.64% 37.9% 50 16% 0.4
Brooktree Capital Management
5824
Brooktree Capital Management
Michigan
$132M +$3.11M +2% 8.23% 82.9% 32 3.13% 2.7
Asset Planning Corporation
5825
Asset Planning Corporation
Tennessee
$132M +$7.07M +6% 2.33% 44.5% 41 9.76% 1.8