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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)
Kessler Investment Group
6051
Kessler Investment Group
Indiana
$234M +$22.9M +11% 32% 251% 89 20.22% 2.6
Aletheian Wealth Advisors
6052
Aletheian Wealth Advisors
Washington
$234M +$29M +14% 11% – 111 14.41% 2.7
ACM
6053
Ariose Capital Management
Hong Kong
$234M +$85.2M +57% 137% 1,745% 30 86.67% 0.2
Resolute Capital Asset Partners
6054
Resolute Capital Asset Partners
Colorado
$234M +$44M +23% 18.2% 657% 65 63.08% 0.5
Old North State Wealth Management
6055
Old North State Wealth Management
North Carolina
$234M +$17.9M +8% 11.5% 91.5% 120 13.33% 2.7
Fortune 45 LLC
6056
Fortune 45 LLC
Louisiana
$234M +$28.7M +14% 18.7% 85.2% 43 25.58% 2.5
Richardson Capital Management
6057
Richardson Capital Management
Wisconsin
$234M +$26.9M +13% 14.5% 74.2% 398 39.95% 1.5
CI
6058
Carroll Investors
South Carolina
$234M +$47M +25% 45.1% 241% 34 17.65% 2.4
Pilgrim Partners Asia
6059
Pilgrim Partners Asia
Singapore
$234M -$12.3M -5% 15.7% – 146 39.73% 0.6
West Bancorporation
6060
West Bancorporation
Iowa
$234M +$33.4M +17% 13.2% 72.5% 103 12.62% 3.6
Blue Sky Capital Consultants Group
6061
Blue Sky Capital Consultants Group
California
$234M +$24.2M +12% 19.3% – 84 21.43% 1.1
TAP
6062
Tounjian Advisory Partners
Florida
$234M -$43.1M -16% 9.48% – 796 80.53% 0.2
Olistico Wealth
6063
Olistico Wealth
Oklahoma
$234M +$30.8M +15% 17.7% 108% 346 4.91% 1.3
Fortune Financial Advisors
6064
Fortune Financial Advisors
Kansas
$234M +$37.5M +19% 19.4% 76.8% 165 11.52% 1.5
Arta Finance Wealth Management
6065
Arta Finance Wealth Management
California
$234M +$31.2M +15% 13.2% – 110 18.18% 0.4
Sterneck Capital Management
6066
Sterneck Capital Management
Missouri
$233M +$10.7M +5% 10.9% 61.5% 121 19.01% 5.1
Morgan Dempsey Capital Management
6067
Morgan Dempsey Capital Management
Wisconsin
$233M +$13.6M +6% 5.15% 52.1% 154 24.68% 3.7
MFG
6068
MTM Financial Group
Pennsylvania
$233M +$20.3M +10% 8.78% 36.5% 99 14.14% 2.3
LECAP Asset Management
6069
LECAP Asset Management
United Kingdom
$233M -$32.7M -12% 12.4% 35.6% 398 69.1% 0.3
Sustainable Insight Capital Management
6070
Sustainable Insight Capital Management
New York
$233M -$64.6M -22% 34.8% 150% 106 45.28% 1.6
Braeburn Wealth Management
6071
Braeburn Wealth Management
Michigan
$233M +$58M +33% 35.1% – 111 34.23% 0.4
II
6072
Ironclad Investments
Florida
$233M +$29M +14% 14.8% – 3 0% 2.5
TRB Advisors
6073
TRB Advisors
New York
$233M +$87M +60% 27.8% 64% 8 62.5% 2.4
Brighton Securities
6074
Brighton Securities
New York
$233M +$25.2M +12% 9.98% – 54 20.37% 1.1
Davidson Kahn Capital Management
6075
Davidson Kahn Capital Management
California
$233M +$45.2M +24% 14.3% – 73 16.44% 1.1