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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)
Aryeh Capital Management
5976
Aryeh Capital Management
Ontario, Canada
$156M -$4.56M -3% 8.35% 87.7% 11 27.27% 1.3
Koesten Hirschmann & Crabtree
5977
Koesten Hirschmann & Crabtree
Kansas
$156M $0 0% 0.62% 68.7% 221 0% 1.1
TFG
5978
Team Financial Group
California
$156M +$7.06M +5% 0.58% 42.4% 34 8.82% 0.7
Beaumont Asset Management
5979
Beaumont Asset Management
Texas
$156M +$5.32M +4% 1.81% 73.1% 68 8.82% 2.7
Plotkin Financial Advisors
5980
Plotkin Financial Advisors
Maryland
$156M +$4.68M +3% 3.69% 95.3% 92 8.7% 2.7
Brooks Moore & Associates
5981
Brooks Moore & Associates
Tennessee
$155M -$402K -0.3% 1.47% 63.7% 90 3.33% 4.1
Family Asset Management
5982
Family Asset Management
South Carolina
$155M -$4.77M -3% 1.82% – 218 16.97% 1.1
Regency Capital Management
5983
Regency Capital Management
Hawaii
$155M -$1.79M -1% 2.73% 92.1% 55 27.27% 1.3
Emory University
5984
Emory University
Georgia
$155M -$5.16M -3% 2.77% – 8 0% 1.2
Bull Oak Capital
5985
Bull Oak Capital
California
$155M +$6.05M +4% 1.05% 62.1% 55 49.09% 0.4
Equinox Partners Investment Management
5986
Equinox Partners Investment Management
Connecticut
$155M +$32.2M +26% 13.6% 241% 9 11.11% 2.2
Norwood Investment Partners
5987
Norwood Investment Partners
California
$155M -$1.29M -0.8% 10.3% 25.2% 13 15.38% 1.7
Forthright Family Wealth Advisory
5988
Forthright Family Wealth Advisory
Texas
$155M +$6.05M +4% 2.67% – 69 8.7% 0.4
Ciovacco Capital Management
5989
Ciovacco Capital Management
Georgia
$155M +$6.37M +4% 5.78% 88.5% 24 8.33% 1.4
Watchtower Advisors
5990
Watchtower Advisors
Connecticut
$155M -$25M -14% 14% 384% 16 50% 0.8
Finer Wealth Management
5991
Finer Wealth Management
Massachusetts
$155M +$2.72M +2% 7.21% 175% 80 12.5% 2.1
BCK Capital Management
5992
BCK Capital Management
Connecticut
$155M +$7.61M +5% 1.79% 161% 95 45.26% 0.8
TrueWealth Financial Partners
5993
TrueWealth Financial Partners
Washington
$155M +$12.4M +9% 0.74% 36.4% 19 10.53% 1.9
Flower City Capital
5994
Flower City Capital
New York
$155M +$4.42M +3% 2.1% 69.5% 33 6.06% 1.7
ICM
5995
Indaba Capital Management
California
$155M +$1.72M +1% 3.95% 66.7% 10 50% 0.8
OIM
5996
Opus Investment Management
Massachusetts
$155M +$1.67M +1% 1.5% 52.8% 38 0% 7.9
Little Harbor Advisors
5997
Little Harbor Advisors
Massachusetts
$155M +$5.48M +4% 3.44% 59% 8 0% 1.2
Mendel Capital Management
5998
Mendel Capital Management
Arkansas
$155M +$3.66M +2% 3.63% – 100 2% 1.8
Corrado Advisors
5999
Corrado Advisors
New Jersey
$155M +$2.6M +2% 1.57% 64% 115 13.91% 2.5
BWG
6000
Boomfish Wealth Group
Georgia
$155M +$6.05M +4% 2.14% 86% 89 5.62% 0.5