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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)
Covestor
6001
Covestor
United Kingdom
$155M -$2.87M -2% 0.29% 136% 2,917 6.89% 2
Yoder Wealth Management
6002
Yoder Wealth Management
California
$154M +$1.2M +0.8% 2.27% 69.3% 111 9.91% 1
Cobblestone Asset Management
6003
Cobblestone Asset Management
Virginia
$154M +$6.98M +5% 1.51% 60.6% 47 12.77% 0.6
Founders Capital Management (Texas)
6004
Founders Capital Management (Texas)
Texas
$154M +$6.38M +4% 3.08% 131% 388 12.89% 4
Green Court Capital Management
6005
Green Court Capital Management
Hong Kong
$154M -$96.3M -38% 3.29% 33.4% 2 0% 1.5
Mittelman Wealth Management
6006
Mittelman Wealth Management
Massachusetts
$154M +$6.7M +5% 0.96% – 72 11.11% 0.2
Montz Harcus Wealth Management
6007
Montz Harcus Wealth Management
Louisiana
$154M +$6.43M +4% 2.77% 84.1% 72 5.56% 1.7
Propel Bio Management
6008
Propel Bio Management
California
$154M -$17.6M -10% 8.08% – 32 37.5% 0.4
Otter Creek Advisors
6009
Otter Creek Advisors
Florida
$154M -$14.4M -9% 4.02% 173% 56 48.21% 1
Lakeside Advisors
6010
Lakeside Advisors
Washington
$154M -$2.3M -1% 2.37% 83.7% 65 4.62% 2.2
True Vision MN
6011
True Vision MN
Minnesota
$154M +$12M +8% 2.09% – 115 31.3% 0.3
Axiom Financial Strategies
6012
Axiom Financial Strategies
Indiana
$154M -$3.18M -2% 0.49% 54.5% 36 27.78% 3.3
General Motors Holdings
6013
General Motors Holdings
Michigan
$154M -$113M -42% 25% 4.78% 5 0% 1.4
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6014
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$154M +$8.63M +6% 3.49% 105% 123 4.07% 1.7
Vinland Capital Management Gestora de Recursos
6015
Vinland Capital Management Gestora de Recursos
Brazil
$154M -$246M -62% 3.57% – 68 67.65% 0.2
Capital Square
6016
Capital Square
Tennessee
$154M +$12.1M +9% 1.09% 62.5% 169 13.61% 2
Integrity Wealth Solutions
6017
Integrity Wealth Solutions
Colorado
$154M +$623K +0.4% 2.12% – 100 14% 0.5
Sunpointe
6018
Sunpointe
Missouri
$154M +$63.8M +71% 4.33% 122% 171 23.98% 0.4
Guardian Wealth Advisors (Minnesota)
6019
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M -$195K -0.1% 0.68% 57.3% 82 4.88% 2.5
BCR Wealth Strategies
6020
BCR Wealth Strategies
Alabama
$154M +$5.96M +4% 0.19% 42.2% 31 35.48% 1.5
Darrow Company
6021
Darrow Company
Massachusetts
$154M +$916K +0.6% 0.6% 44.5% 46 4.35% 1.4
HCM
6022
Helios Capital Management
Singapore
$154M +$11.2M +8% 6.98% 124% 50 2% 1.7
Strategic Equity Management
6023
Strategic Equity Management
Arizona
$153M +$33.8M +28% 1.99% 70.3% 47 29.79% 1.1
WFG
6024
Wormser Freres Gestion
France
$153M +$7.29M +5% 0.53% 67.4% 46 8.7% 0.5
SA
6025
Stonebridge Advisors
Connecticut
$153M -$11M -7% 1.39% 3.35% 4 0% 2.2