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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)
Fourpath Capital Management
5901
Fourpath Capital Management
Oklahoma
$147M +$13.7M +10% 4.34% 82.1% 141 19.15% 1.2
Vivid Wealth Management
5902
Vivid Wealth Management
Iowa
$147M – – 11.9% 107% 69 – 0
ShariaPortfolio
5903
ShariaPortfolio
Florida
$147M +$20.7M +16% 23.6% 254% 45 31.11% 0.2
RiverTree Advisors
5904
RiverTree Advisors
Florida
$147M +$12.7M +9% 5.15% 25.4% 32 40.63% 0.7
Affinity Investment Advisors
5905
Affinity Investment Advisors
California
$147M -$7.94M -5% 13.1% 189% 203 25.12% 2.8
Greater Midwest Financial Group
5906
Greater Midwest Financial Group
Minnesota
$147M – – 11.2% 157% 52 – 0
Wayfinding Financial
5907
Wayfinding Financial
Washington
$147M +$14.7M +11% 10.7% 68.3% 127 22.83% 1.1
Lagoda Investment Management
5908
Lagoda Investment Management
New York
$147M -$5.32M -3% 7.89% 250% 42 7.14% 5.3
Concorde Asset Management
5909
Concorde Asset Management
Michigan
$147M +$35.8M +32% 10.5% – 175 26.86% 1.6
QC
5910
Qalhat Capital
British Virgin Islands
$147M -$15.7M -10% 10.3% 90.3% 8 12.5% 1.9
Eagle Bluffs Wealth Management
5911
Eagle Bluffs Wealth Management
Missouri
$147M +$16.5M +13% 9.82% 95.5% 68 7.35% 1.6
GoalFusion Wealth Management
5912
GoalFusion Wealth Management
Texas
$147M +$12.2M +9% 7.84% 47.6% 30 10% 1.3
Masso Torrence Wealth Management
5913
Masso Torrence Wealth Management
New Jersey
$146M +$16.4M +13% 11.4% 130% 100 26% 1.3
RHDIC
5914
R.H. Dinel Investment Counsel
California
$146M +$7.79M +6% 8.72% 55.9% 56 1.79% 7.3
Forte Asset Management
5915
Forte Asset Management
New York
$146M -$2.57M -2% 10.3% 57.7% 61 22.95% 1.1
Chicago Wealth Management
5916
Chicago Wealth Management
Illinois
$146M +$19.4M +15% 14% 134% 45 13.33% 1.7
Covestor
5917
Covestor
United Kingdom
$146M +$13.6M +10% 13.4% 134% 2,904 6.58% 1.6
PFS Partners
5918
PFS Partners
New Jersey
$146M +$32.8M +29% 7.77% 65.2% 500 14.2% 1.5
Intrepid Capital Management
5919
Intrepid Capital Management
Florida
$146M +$1.6M +1% 9.6% 70.2% 232 56.03% 1.8
Twin Lakes Capital Management
5920
Twin Lakes Capital Management
California
$146M +$10.5M +8% 11.7% 131% 260 6.54% 1.9
Concorde Financial
5921
Concorde Financial
Texas
$146M +$87.5M +149% 3.75% 81.3% 36 19.44% 1.2
CAM
5922
Crown Advisors Management
California
$146M +$5.43M +4% 17.3% 284% 50 24% 2.3
Harbert Fund Advisors
5923
Harbert Fund Advisors
Alabama
$146M +$5.65M +4% 12.9% 70.8% 77 50.65% 0.9
BOS Asset Management
5924
BOS Asset Management
Illinois
$146M +$9.6M +7% 8.21% 70.3% 163 19.02% 0.8
Greycroft
5925
Greycroft
New York
$146M +$54.9M +60% 60.1% 20% 6 16.67% 0.8