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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)
AUA Capital Management
5801
AUA Capital Management
Pennsylvania
$166M -$7.44M -4% 3.02% 70.2% 91 14.29% 5.9
Client First Capital
5802
Client First Capital
California
$166M +$23.3M +16% 2.9% 54.6% 21 47.62% 1
Darden Wealth Group
5803
Darden Wealth Group
Michigan
$166M +$38.5M +30% 10% – 119 25.21% 0.4
Tealwood Asset Management
5804
Tealwood Asset Management
Minnesota
$166M -$56M -25% 0.92% 128% 131 32.82% 3.8
CC
5805
Checkpoint Capital
California
$166M +$16.3M +11% 1.4% – 21 42.86% 0.3
Paces Ferry Wealth Advisors
5806
Paces Ferry Wealth Advisors
Georgia
$166M +$9.6M +6% 5.51% 72% 118 10.17% 2.7
Blackhawk Capital Partners
5807
Blackhawk Capital Partners
Wisconsin
$166M +$5.37M +3% 3.08% 87.2% 120 29.17% 1.4
Western Financial Corp
5808
Western Financial Corp
California
$166M +$2.37M +1% 1.78% 275% 124 14.52% 1.4
Banyan Capital Management
5809
Banyan Capital Management
Georgia
$166M -$10.9M -6% 3.99% 42.5% 19 10.53% 4
Cox Capital Management
5810
Cox Capital Management
Massachusetts
$165M +$3.23M +2% 2.07% 106% 78 20.51% 3.5
Marmo Financial Group
5811
Marmo Financial Group
Tennessee
$165M +$1.05M +0.6% 1.97% 47.5% 29 6.9% 0.9
Black Diamond Capital Management
5812
Black Diamond Capital Management
Connecticut
$165M +$13.8M +9% 11.3% 28.3% 13 7.69% 2.7
Delta Capital Management
5813
Delta Capital Management
New Jersey
$165M +$14.4M +10% 3.05% 129% 89 17.98% 5.8
MQS Management
5814
MQS Management
New York
$165M -$9.05M -5% 6.53% 6.42% 692 81.21% 0.1
Absolute Capital Management
5815
Absolute Capital Management
Pennsylvania
$165M +$8.38M +5% 3.25% 98.2% 120 24.17% 0.9
Catawba River Capital
5816
Catawba River Capital
South Carolina
$165M -$6.4M -4% 0.54% 89.5% 20 5% 2.4
MBE Wealth Management
5817
MBE Wealth Management
Wisconsin
$165M +$3.25M +2% 1.79% 60.9% 98 11.22% 2.3
CMAI
5818
Capital Management Associates Inc
Minnesota
$165M +$29.4M +22% 3.75% 75.6% 88 23.86% 0.4
Eagle Bay Advisors
5819
Eagle Bay Advisors
New York
$165M +$6.51M +4% 2.82% 85% 1,011 5.84% 1.7
Alamar Capital Management
5820
Alamar Capital Management
California
$165M – – 3.43% – 79 – 1.7
PFG Private Wealth Management
5821
PFG Private Wealth Management
Florida
$165M +$5.99M +4% 1.46% 52.6% 250 12.8% 2.2
AIM
5822
Athena Investment Management
California
$165M -$1.75M -1% 1.08% 80.6% 151 3.31% 2
Bishop & Co Investment Management
5823
Bishop & Co Investment Management
Pennsylvania
$165M -$76.8M -32% 1.58% 47.6% 25 8% 5.8
Soviero Asset Management
5824
Soviero Asset Management
New York
$165M -$7.61M -4% 0.86% 676% 60 70% 0.5
Sound Stewardship
5825
Sound Stewardship
Kansas
$165M -$305K -0.2% 0.46% 45.9% 62 11.29% 1.3