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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)
Abel Hall LLC
6126
Abel Hall LLC
Louisiana
$166M +$8.76M +6% 0.26% 133% 225 36% 0.7
TrueWealth Financial Partners
6127
TrueWealth Financial Partners
Washington
$166M +$4.42M +3% 0.67% 36.4% 23 17.39% 2.1
Beaumont Asset Management
6128
Beaumont Asset Management
Texas
$166M -$7.12M -4% 4.64% 73.1% 74 21.62% 2.9
JCM
6129
JS Capital Management
New York
$165M -$44.6M -21% 21.2% 52.4% 1 0% 5.8
Mendel Capital Management
6130
Mendel Capital Management
Arkansas
$165M +$275K +0.2% 2.31% – 97 4.12% 2.4
HFG Wealth Management
6131
HFG Wealth Management
Texas
$165M +$10.9M +7% 0.82% 45.9% 55 32.73% 1.1
AIM
6132
Athena Investment Management
California
$165M -$7.53M -4% 0.75% 80.6% 154 5.19% 2.7
Jupiter Wealth Management
6133
Jupiter Wealth Management
Colorado
$165M -$34.5M -17% 4.12% 99.2% 91 26.37% 3.2
Advantage Trust Company
6134
Advantage Trust Company
Kansas
$165M -$5M -3% 3.13% 77.6% 194 24.23% 1.1
Tenret Company
6135
Tenret Company
Florida
$165M +$6.14M +4% 0.03% – 35 5.71% 2.9
Quartz Partners
6136
Quartz Partners
New York
$165M +$400K +0.2% 2.94% – 165 23.64% 0.4
Brendel Financial Advisors
6137
Brendel Financial Advisors
New Hampshire
$165M -$740K -0.4% 3.21% 126% 108 31.48% 1.6
Hunting Hill Global Capital
6138
Hunting Hill Global Capital
New York
$165M -$108M -40% 2.27% 132% 122 45.08% 0.8
Walker Asset Management
6139
Walker Asset Management
Missouri
$165M +$1.93M +1% 1.73% 87.6% 142 7.75% 2.2
Catawba River Capital
6140
Catawba River Capital
South Carolina
$164M -$3.28M -2% 1.49% 89.5% 20 15% 3
Bullseye Investment Management
6141
Bullseye Investment Management
Ohio
$164M +$13.1M +9% 1.76% 38.2% 95 25.26% 0.7
IMC
6142
Inherent Management Corp
New York
$164M +$40.4M +33% 4.5% – 11 27.27% 0.2
PWP
6143
Pursue Wealth Partners
California
$164M -$10.4M -6% 7.35% 108% 135 27.41% 1.7
Merck & Co
6144
Merck & Co
New Jersey
$164M -$93.8M -36% 35.7% – 13 7.69% 0.3
Long Island Wealth Management
6145
Long Island Wealth Management
New York
$164M +$4.45M +3% 2.22% 58.2% 80 12.5% 1.1
KHCM
6146
Kirtland Hills Capital Management
Ohio
$164M +$7.85M +5% 1.99% – 146 17.81% 0.8
Global Trust Asset Management
6147
Global Trust Asset Management
Florida
$164M -$100M -38% 0.94% 178% 547 20.11% 4
CE
6148
Cornerstone Enterprises
Wisconsin
$164M -$2.46M -1% 4.71% 85.7% 31 16.13% 0.9
Scalar Gauge Management
6149
Scalar Gauge Management
Texas
$164M -$52.6M -24% 12.9% – 38 52.63% 0.5
WBWA
6150
William B. Walkup & Associates
South Carolina
$164M +$6.09M +4% 5.6% – 166 5.42% 0.7