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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)
Bridger Management
6301
Bridger Management
New York
$170M -$31.6M -16% 13.4% 103% 34 41.18% 2.1
Wynnefield Capital
6302
Wynnefield Capital
New York
$170M +$11.5M +7% 16.8% 52.1% 16 0% 5.2
Covestor
6303
Covestor
United Kingdom
$170M +$19.6M +13% 11.7% 136% 2,879 6.6% 2.8
KMT Wealth Management
6304
KMT Wealth Management
California
$169M +$23.5M +16% 10.6% – 17 11.76% 0.4
Barnes Wealth Management Group
6305
Barnes Wealth Management Group
California
$169M +$13.5M +9% 7% – 176 14.2% 0.4
Rainwater Charitable Foundation
6306
Rainwater Charitable Foundation
Texas
$169M +$16.2M +11% 6.35% 44% 4 0% 3.3
Tower Wealth Partners
6307
Tower Wealth Partners
Pennsylvania
$169M -$17.9M -10% 7.2% 53.7% 92 23.91% 2
ViaWealth
6308
ViaWealth
Kansas
$169M +$7.16M +4% 9.75% 77.2% 155 7.74% 2.1
Concorde Financial
6309
Concorde Financial
Texas
$169M -$12.3M -7% 0.45% 81.3% 56 41.07% 1.6
Watchtower Advisors
6310
Watchtower Advisors
Connecticut
$169M +$31.2M +23% 19.1% 384% 22 50% 0.8
Guardian Wealth Advisors (Minnesota)
6311
Guardian Wealth Advisors (Minnesota)
Minnesota
$169M +$13.1M +8% 8.14% 57.3% 75 4% 3.5
Lugano Financial Advisors SA (LFA)
6312
Lugano Financial Advisors SA (LFA)
Switzerland
$169M +$21.7M +15% 6.79% 44.8% 263 34.22% 1.8
Warburton Capital Management
6313
Warburton Capital Management
Oklahoma
$169M +$30.6M +22% 11% – 61 21.31% 0.3
Peterson Wealth Management
6314
Peterson Wealth Management
Nevada
$169M +$20.1M +14% 16.5% 78% 59 47.46% 2.2
LRT Capital Management
6315
LRT Capital Management
Texas
$169M +$22.7M +16% 7.58% 76.2% 84 13.1% 1.2
Plustick Management
6316
Plustick Management
Virginia
$169M +$31.4M +23% 42.7% 1,667% 21 19.05% 1.3
Little Harbor Advisors
6317
Little Harbor Advisors
Massachusetts
$169M +$6.38M +4% 9.36% 59% 9 44.44% 1.8
Ballew Advisors
6318
Ballew Advisors
Mississippi
$168M +$19.3M +13% 8.13% 68% 118 13.56% 3.7
Menard Financial Group
6319
Menard Financial Group
Texas
$168M +$16.1M +11% 19.3% 141% 107 22.43% 2.1
Wildcat Capital Management
6320
Wildcat Capital Management
New York
$168M -$19.1M -10% 5.28% 126% 8 25% 3.4
Prentiss Smith & Co
6321
Prentiss Smith & Co
Vermont
$168M +$13.8M +9% 8.27% 67.4% 70 7.14% 6.2
Nutshell Asset Management
6322
Nutshell Asset Management
United Kingdom
$168M -$23.8M -12% 8.72% – 33 51.52% 0.3
WFG
6323
Wormser Freres Gestion
France
$168M +$4.64M +3% 11.5% 67.4% 53 16.98% 1.2
Lantern Wealth Advisors
6324
Lantern Wealth Advisors
New York
$168M – – 8.08% – 148 – 1.1
KilterHowling LLC
6325
KilterHowling LLC
Colorado
$168M +$13.2M +9% 7.87% 51.3% 46 4.35% 2.7