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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)
NERM
5826
New England Research & Management
Illinois
$229M +$10.9M +5% 3.05% 65% 177 36.16% 4.3
PFG Private Wealth Management
5827
PFG Private Wealth Management
Florida
$229M +$4.35M +2% 1.21% 52.6% 170 87.65% 1.2
Haven Private
5828
Haven Private
Florida
$229M +$2.14M +0.9% 0.34% – 171 16.37% 0.8
Aspect Partners
5829
Aspect Partners
Virginia
$228M +$8.22M +4% 1.96% 66.7% 772 16.71% 1.4
WJ Wealth Management
5830
WJ Wealth Management
Arizona
$228M +$968K +0.4% 2.23% 95.6% 74 12.16% 2.3
Azarias Capital Management
5831
Azarias Capital Management
Pennsylvania
$228M -$24.1M -10% 1.28% 58.2% 26 11.54% 2.2
Aster Capital Management
5832
Aster Capital Management
United Arab Emirates
$228M +$30.4M +15% 2.89% – 1,487 66.58% 0.2
Resolute Wealth Strategies
5833
Resolute Wealth Strategies
Mississippi
$228M +$9.6M +4% 5% 105% 113 10.62% 2
DG Capital Management
5834
DG Capital Management
New York
$228M -$60.1M -21% 34.7% 76.7% 27 44.44% 0.8
DMKC Advisory Services
5835
DMKC Advisory Services
Iowa
$228M +$30.8M +16% 3.77% – 83 9.64% 0.8
Advisortrust Partners
5836
Advisortrust Partners
North Carolina
$228M – – 4.19% – 156 – 0
Eastover Investment Advisors
5837
Eastover Investment Advisors
North Carolina
$227M -$2.57M -1% 2.83% 105% 50 12% 3.1
Valued Wealth Advisors
5838
Valued Wealth Advisors
Utah
$227M +$11.9M +5% 2.81% 62% 654 5.81% 1.7
Keystone Global Partners
5839
Keystone Global Partners
Colorado
$227M +$31.1M +16% 2.39% – 55 9.09% 0.7
Forerunner Ventures Management
5840
Forerunner Ventures Management
California
$227M – – 24.8% – 1 – 0
LA
5841
Latitude Advisors
Florida
$227M +$8.13M +4% 2.24% 79.6% 237 14.35% 2.5
State Insurance Fund
5842
State Insurance Fund
New York
$227M +$6.39M +3% 2.89% 77.9% 1 0% 2
Pinnacle Family Advisors
5843
Pinnacle Family Advisors
Missouri
$227M -$1.99M -0.9% 1.4% 85.8% 152 25.66% 2.2
Dogwood Wealth Management
5844
Dogwood Wealth Management
Kansas
$227M +$7.21M +3% 1.87% – 833 21.25% 0.9
WA
5845
Wealthstar Advisors
Texas
$227M -$26.4M -10% 2.35% – 150 24.67% 1.1
QTR Family Wealth
5846
QTR Family Wealth
Florida
$227M +$16.3M +8% 5.24% – 316 31.65% 0.5
VC
5847
Vision Capital
Ontario, Canada
$227M -$115M -34% 1.35% 19.8% 16 56.25% 0.7
Beaton Management Company
5848
Beaton Management Company
Massachusetts
$227M +$7.06M +3% 4.21% 95.9% 151 7.28% 5.6
BCM
5849
Birmingham Capital Management
Alabama
$227M +$9.26M +4% 7.49% 103% 92 3.26% 9.9
I2I
5850
Insight 2811 Inc
Illinois
$227M +$2.36M +1% 1.13% 31.3% 104 13.46% 4.7