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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)
BC
6001
Bowman & Company
Wisconsin
$130M – – 9.34% 59.7% 80 – 0
R.W. Roge & Company
6002
R.W. Roge & Company
New York
$130M -$39M -23% 8.42% 76.3% 45 13.33% 1.5
Verger Capital Management
6003
Verger Capital Management
North Carolina
$130M +$7.15M +6% 4.78% 58.3% 12 0% 5.4
Peak Financial Advisors
6004
Peak Financial Advisors
Colorado
$130M +$16M +14% 7.3% 39.1% 93 43.01% 0.5
Leverty Financial Group
6005
Leverty Financial Group
Wisconsin
$130M – – 6.88% 57.3% 133 – 0
BancFirst Trust & Investment Management
6006
BancFirst Trust & Investment Management
Oklahoma
$129M – – 12.8% 44.1% 46 – 0
DA
6007
DSC Advisors
Illinois
$129M +$31M +31% 9.3% 3.18% 83 28.92% 1.9
Pinnacle Financial Group
6008
Pinnacle Financial Group
Illinois
$129M – – 8.18% 59.1% 65 – 0
Monetta Financial Services
6009
Monetta Financial Services
Illinois
$129M +$5.84M +5% 13.8% 275% 59 57.63% 1.9
CSNH
6010
Crow's Nest Holdings
Virginia
$129M – – 2.11% 103% 10 – 0
Cottonwood Capital Advisors
6011
Cottonwood Capital Advisors
Utah
$129M – – 7.2% 79% 108 – 0
Treasure Coast Financial Planning
6012
Treasure Coast Financial Planning
Florida
$129M – – 3.27% 35.5% 32 – 0
VCU Investment Management
6013
VCU Investment Management
Virginia
$129M -$39.1M -23% 1.6% – 7 0% 3
MRA Advisory Group
6014
MRA Advisory Group
New Jersey
$129M +$11.5M +10% 7.19% 86.8% 138 23.91% 0.7
Wick Capital Partners
6015
Wick Capital Partners
Pennsylvania
$129M – – 7.69% 60% 59 – 0
Global Retirement Partners
6016
Global Retirement Partners
California
$129M -$882M -87% 8.27% – 2,050 88.05% 2.6
LCM Capital Management
6017
LCM Capital Management
Illinois
$129M +$10.9M +9% 9.35% 128% 100 16% 0.8
Caprin Asset Management
6018
Caprin Asset Management
Virginia
$129M -$943K -0.7% 0.19% 7.87% 17 0% 4.7
OTL
6019
Oak Thistle LLC
New York
$129M – – 3.14% 58.3% 290 – 0
Refined Wealth Management
6020
Refined Wealth Management
Utah
$129M +$5.48M +4% 3.69% 99.4% 23 8.7% 0.4
Blodgett Wealth Advisors
6021
Blodgett Wealth Advisors
California
$129M – – 11.9% 150% 85 – 0
VFG
6022
V2 Financial group
Illinois
$129M +$12.9M +11% 5.98% 63.3% 74 21.62% 0.8
Consilio Wealth Advisors
6023
Consilio Wealth Advisors
Washington
$129M – – 5.71% 66.4% 40 – 0
Velan Capital Investment Management
6024
Velan Capital Investment Management
Georgia
$129M – – 4.38% 2,395% 27 – 0
Fairfield University
6025
Fairfield University
Connecticut
$129M – – 7.08% 61.9% 4 – 4.6