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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)
HRC Wealth Management
6201
HRC Wealth Management
Idaho
$161M -$7.3M -4% 4.93% 82.2% 55 14.55% 0.9
Foresight Capital Management Advisors
6202
Foresight Capital Management Advisors
Michigan
$161M -$9.9M -6% 2.39% 100% 96 20.83% 1.3
BostonPremier Wealth
6203
BostonPremier Wealth
Massachusetts
$161M -$3.92M -2% 4.18% – 63 14.29% 0.2
Marshall Investment Management
6204
Marshall Investment Management
Colorado
$161M -$8.73M -5% 0.38% – 252 48.02% 0.1
Chicago Capital Management
6205
Chicago Capital Management
Illinois
$161M -$1.09M -0.7% 8.06% 270% 56 30.36% 0.5
Griffith & Werner
6206
Griffith & Werner
Georgia
$161M +$9.34M +6% 0.85% – 70 5.71% 0.2
Novak & Powell Financial Services
6207
Novak & Powell Financial Services
Florida
$161M -$7.19M -4% 1.98% – 161 12.42% 1.1
Smith Thornton Advisors
6208
Smith Thornton Advisors
Alabama
$161M +$2.39M +2% 0.37% – 140 7.86% 0.7
Decker Retirement Planning
6209
Decker Retirement Planning
Utah
$161M -$11.8M -7% 2.06% – 641 73.48% 0.2
Gordian Capital (Singapore)
6210
Gordian Capital (Singapore)
Singapore
$161M -$31.5M -16% 4.35% 321% 195 35.9% 1.6
Lauterbach Financial Advisors
6211
Lauterbach Financial Advisors
Texas
$160M -$4.29M -3% 1.75% 76.5% 79 13.92% 2.3
Richardson Capital Management
6212
Richardson Capital Management
Wisconsin
$160M +$3.15M +2% 4.42% 74.2% 250 45.2% 0.6
Priebe Wealth Holdings
6213
Priebe Wealth Holdings
Minnesota
$160M +$12.8M +9% 2.65% – 80 20% 0.8
Cassia Capital Partners
6214
Cassia Capital Partners
North Carolina
$160M +$3.44M +2% 2.11% 59.9% 61 8.2% 2.3
BCK Partners
6215
BCK Partners
New York
$160M -$2.89M -2% 1.44% 46% 27 11.11% 3.6
Jones Road Capital Management
6216
Jones Road Capital Management
New York
$160M -$45.7M -22% 2.71% 88.5% 38 36.84% 1.4
Brown Financial Advisory
6217
Brown Financial Advisory
Alabama
$160M +$19.3M +14% 2.85% 73.2% 55 41.82% 1.8
Teton Advisors
6218
Teton Advisors
New York
$160M -$35.1M -18% 5.39% 139% 194 7.22% 8.2
Brooklands Fund Management
6219
Brooklands Fund Management
United Kingdom
$160M +$73.1M +84% – – 96 55.21% 0.1
Sylvest Advisors
6220
Sylvest Advisors
Texas
$160M -$2.72M -2% 1.73% – 79 16.46% 0.2
NAMNJ
6221
NorthStar Asset Management (New Jersey)
New Jersey
$160M +$2.95M +2% 3.14% – 95 15.79% 1
M1 Capital Management
6222
M1 Capital Management
Michigan
$160M -$25.2M -14% 3.27% – 99 23.23% 0.2
Jacobs Asset Management
6223
Jacobs Asset Management
New York
$160M -$6.31M -4% 2.98% 114% 34 20.59% 2.1
Citrine Capital
6224
Citrine Capital
California
$160M +$24.1M +18% 4% – 37 2.7% 0.2
W Advisors LLC
6225
W Advisors LLC
Tennessee
$160M -$1.9M -1% 2.33% 88.7% 126 14.29% 2.3