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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)
Optima Capital
5801
Optima Capital
Oregon
$231M +$24.7M +12% 1.75% – 1,413 88.96% 0.1
VCM
5802
Viewpoint Capital Management
Washington
$231M +$3.7M +2% 2.63% 127% 153 14.38% 3.4
American Capital Advisory
5803
American Capital Advisory
Idaho
$231M +$15.3M +7% 3.87% 69% 1,149 18.45% 0.9
Union Savings Bank
5804
Union Savings Bank
Connecticut
$231M – – 2.04% – 321 – 2
RPD Fund Management
5805
RPD Fund Management
New York
$231M +$71.4M +45% 18.5% – 7 42.86% 0.5
Estate Planners Group
5806
Estate Planners Group
Pennsylvania
$231M – – 3.87% – 476 – 0
Heritage Wealth Management (Texas)
5807
Heritage Wealth Management (Texas)
Texas
$230M +$3.61M +2% 2.33% 55.9% 40 7.5% 1.9
Scholtz & Company
5808
Scholtz & Company
Connecticut
$230M +$2.68M +1% 1.22% 89.2% 55 14.55% 2.4
Postrock Partners
5809
Postrock Partners
Oregon
$230M +$4.03M +2% 3.87% – 84 5.95% 0.9
Blue Sky Capital Consultants Group
5810
Blue Sky Capital Consultants Group
California
$230M -$1.15M -0.5% 2.34% – 78 20.51% 0.7
Banyan Capital Management
5811
Banyan Capital Management
Georgia
$230M +$9.9M +4% 3.19% 44.4% 59 11.86% 1.7
Alliance Wealth Advisors (Pennsylvania)
5812
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$230M +$7M +3% 3.2% 74.4% 157 4.46% 3.2
DCM
5813
Dudley Capital Management
Virginia
$230M +$7.37M +3% 2.95% 129% 148 17.57% 2.2
IVC Wealth Advisors
5814
IVC Wealth Advisors
Pennsylvania
$230M +$6.17M +3% 2.63% 81.9% 193 12.44% 3
NBZ Investment Advisors
5815
NBZ Investment Advisors
Tennessee
$230M +$38.1M +20% 0.64% – 73 16.44% 0.8
Johnson & White Wealth Management
5816
Johnson & White Wealth Management
Pennsylvania
$230M +$11.4M +5% 2.65% 85.1% 116 7.76% 1.6
Foresite Capital Management IV
5817
Foresite Capital Management IV
California
$230M +$47.1M +26% 25.1% 151% 7 14.29% 1.7
93 Financial Group
5818
93 Financial Group
Massachusetts
$230M – – 0.63% – 9 – 0
HCM
5819
Horrell Capital Management
Arkansas
$229M -$8.27M -3% 0.43% 55.6% 203 8.87% 7.1
Ewing Morris & Co Investment Partners
5820
Ewing Morris & Co Investment Partners
Ontario, Canada
$229M -$4.79M -2% 1.59% 63.5% 104 22.12% 0.9
Howard Wealth Management
5821
Howard Wealth Management
Connecticut
$229M +$11.5M +5% 1.99% 69.9% 140 10.71% 2.8
Catalyst Private Wealth
5822
Catalyst Private Wealth
California
$229M +$1.16M +0.5% 0.82% 120% 81 6.17% 3.5
Brogan Financial
5823
Brogan Financial
Tennessee
$229M -$5.84M -2% 0.57% 46.4% 62 6.45% 2.2
Avos Capital Management
5824
Avos Capital Management
Washington
$229M +$14.6M +7% 1.25% – 70 22.86% 0.5
Arbor Trust Wealth Advisors
5825
Arbor Trust Wealth Advisors
Michigan
$229M +$6.61M +3% 2.22% 63.8% 87 12.64% 4.4