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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)
Northern Capital Management (Washington)
5826
Northern Capital Management (Washington)
Washington
$132M +$14.8M +13% 7.51% 80% 42 7.14% 1.9
Wallace Advisory Group
5827
Wallace Advisory Group
California
$131M -$7.6K -0% 4.3% 50.9% 174 0.57% 0.5
Broadmark Asset Management
5828
Broadmark Asset Management
California
$131M +$65.5M +99% 8.28% 39.6% 2 50% 0.3
Covestor
5829
Covestor
United Kingdom
$131M +$16.6M +14% 5.89% 136% 2,852 7.96% 1.2
Avory & Company
5830
Avory & Company
Florida
$131M -$14M -10% 1.94% 74.9% 40 35% 1.1
Bancreek Capital Management
5831
Bancreek Capital Management
California
$131M +$12.5M +11% 7.44% 33.6% 21 9.52% 1.4
Chicago Wealth Management
5832
Chicago Wealth Management
Illinois
$131M +$5.35M +4% 5.96% 134% 50 34% 1.4
Aurora Investment Managers
5833
Aurora Investment Managers
Florida
$131M +$15.9M +14% 16.9% 74.4% 51 15.69% 1.7
Blue Investment Partners
5834
Blue Investment Partners
California
$131M +$31.9M +32% 11.6% – 32 18.75% 0.4
Worth Asset Management
5835
Worth Asset Management
Texas
$131M -$609K -0.5% 3.37% 115% 548 28.83% 0.9
Interchange Capital Partners
5836
Interchange Capital Partners
Pennsylvania
$131M -$53.3M -29% 6.15% 79.6% 239 45.19% 1.1
Infusive Asset Management
5837
Infusive Asset Management
New York
$131M +$16.2M +14% 9.16% 33.8% 17 23.53% 1.6
BCK Capital Management
5838
BCK Capital Management
Connecticut
$131M +$16M +14% 4.5% 161% 97 58.76% 0.6
Financial Council
5839
Financial Council
Maryland
$131M +$8.38M +7% 8.03% 80% 74 12.16% 1.1
Fee-Only Financial Planning
5840
Fee-Only Financial Planning
South Carolina
$131M +$7.83M +6% 6.54% 72.6% 44 6.82% 0.5
Tactive Advisors
5841
Tactive Advisors
Florida
$131M -$3.62M -3% 12.3% – 83 53.01% 0.2
XXEC Inc
5842
XXEC Inc
Oklahoma
$131M +$5.67M +5% 6.62% 19.3% 25 12% 1.7
Diamant Asset Management
5843
Diamant Asset Management
Connecticut
$131M +$8.84M +7% 7.83% 66.9% 66 0% 4.5
Lauterbach Financial Advisors
5844
Lauterbach Financial Advisors
Texas
$131M +$7.07M +6% 5.36% 76.5% 61 1.64% 1.1
Southern Capital Advisors
5845
Southern Capital Advisors
Tennessee
$131M -$4.29M -3% 5.06% 58.2% 81 23.46% 1
Gould Capital
5846
Gould Capital
Washington
$131M +$985K +0.8% 4.04% 60.1% 205 7.8% 1.4
Mudita Advisors
5847
Mudita Advisors
United Kingdom
$131M +$19M +17% 2.11% 143% 18 16.67% 1.2
Nine Masts Capital
5848
Nine Masts Capital
Hong Kong
$131M +$36.2M +38% 1.25% 88.1% 36 25% 0.6
William Allan Corp
5849
William Allan Corp
Colorado
$131M +$4.64M +4% 6.42% 94.2% 50 8% 1.3
KC
5850
Kades & Cheifetz
Pennsylvania
$130M +$3.59M +3% 3.13% – 77 3.9% 0.5