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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)
BRC
5901
Bell Rock Capital
Delaware
$136M – – 12.6% – 121 – 2.3
Choice Wealth Advisors
5902
Choice Wealth Advisors
Maine
$136M +$12.7M +10% 8.01% 60.3% 29 24.14% 0.8
Evolution Advisers
5903
Evolution Advisers
Virginia
$136M – – 3.27% 44.8% 148 – 0
Kathleen S. Wright Associates
5904
Kathleen S. Wright Associates
Pennsylvania
$136M – – 4.3% 66% 149 – 0
Comprehensive Wealth Management
5905
Comprehensive Wealth Management
Washington
$136M +$30.7M +29% 1.54% 40.6% 23 17.39% 0.5
Frontier Asset Management
5906
Frontier Asset Management
Wyoming
$136M – – 4.77% 57.1% 36 – 0
UNC Management Company
5907
UNC Management Company
North Carolina
$136M – – 7.02% 92% 14 – 0
Lakeside Advisors
5908
Lakeside Advisors
Washington
$136M – – 13.6% 83.7% 55 – 0
Econ Financial Services
5909
Econ Financial Services
Pennsylvania
$136M – – 2.31% 16.9% 184 – 0.3
Bluegrass Capital Partners
5910
Bluegrass Capital Partners
Florida
$136M -$21.1M -13% 8.71% 60.1% 16 31.25% 0.9
Syntax Advisors
5911
Syntax Advisors
New York
$136M – – 8.36% – 238 – 0
Aldebaran Financial
5912
Aldebaran Financial
$135M +$11.7M +9% 9.37% 115% 92 8.7% 4.4
Peak Planning Group
5913
Peak Planning Group
Colorado
$135M +$19.2M +17% 10.7% 105% 85 11.76% 0.9
Agincourt Capital Management
5914
Agincourt Capital Management
Virginia
$135M – – 5.02% 0.36% 4 – 0
St. James Investment Advisors
5915
St. James Investment Advisors
New York
$135M – – 5.69% – 99 – 0
Robbins Farley
5916
Robbins Farley
New Hampshire
$135M -$233K -0.2% 13.8% 106% 221 46.61% 0.4
Aufman Associates
5917
Aufman Associates
Pennsylvania
$135M +$13.7M +11% 10.3% 141% 54 14.81% 1.3
Center For Asset Management
5918
Center For Asset Management
Florida
$135M +$16.3M +14% 5.98% 66.6% 136 33.82% 0.6
Heartland Bank & Trust
5919
Heartland Bank & Trust
Illinois
$135M +$19M +16% 15.6% 105% 146 39.73% 0.5
KSCM
5920
Kamunting Street Capital Management
Florida
$135M -$88.8M -40% 14.6% 7.47% 77 79.22% 0.5
Newport Capital Group
5921
Newport Capital Group
New Jersey
$135M +$5.42M +4% 4.61% – 64 14.06% 0.9
IF
5922
Integrity Financial
Wyoming
$135M – – 6.68% 66.3% 215 – 0
Syverson Strege & Co
5923
Syverson Strege & Co
Iowa
$135M +$9.42M +8% 5.46% 74% 507 43.2% 0.8
Pinnacle Wealth Management Group
5924
Pinnacle Wealth Management Group
Michigan
$135M +$1.9M +1% 7.56% 64.3% 124 11.29% 0.4
AllGen Financial Advisors
5925
AllGen Financial Advisors
Florida
$135M +$12.4M +10% 6.97% 39.7% 39 20.51% 0.8