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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)
Coign Capital Advisors
6376
Coign Capital Advisors
Utah
$191M +$9.39M +5% 2.11% – 82 1.22% 0.9
First County Bank
6377
First County Bank
Connecticut
$191M -$4.98M -3% 2.48% 101% 179 7.26% 2.1
Keystone Financial Group (Georgia)
6378
Keystone Financial Group (Georgia)
Georgia
$191M +$13.5M +8% 1.08% – 142 11.97% 0.9
Covestor
6379
Covestor
United Kingdom
$191M +$9.46M +5% 5.51% 134% 2,852 4.94% 3.2
West Bancorporation
6380
West Bancorporation
Iowa
$191M +$11M +6% 2.5% 72.5% 112 14.29% 3.3
Client First Investment Management
6381
Client First Investment Management
Wisconsin
$191M -$5.38M -3% 6.87% 243% 50 62% 0.6
Palmer Knight Company
6382
Palmer Knight Company
Florida
$191M -$20.6M -10% 0.35% 78.9% 35 14.29% 4
Income Research & Management
6383
Income Research & Management
Massachusetts
$190M -$14.1M -7% 0.02% 1.19% 35 8.57% 1.2
Foundry Financial
6384
Foundry Financial
California
$190M – – 2.35% – 67 – 0
Aurora Investment Counsel
6385
Aurora Investment Counsel
Georgia
$190M -$702K -0.4% 0.22% 31.7% 122 26.23% 1.3
OxenFree Capital
6386
OxenFree Capital
Florida
$190M +$8.47M +5% 1.2% 56.4% 49 6.12% 1.6
Draper Asset Management
6387
Draper Asset Management
New York
$190M +$23.4M +14% 7.32% 187% 35 48.57% 2.6
Beacon Advisors Holdings
6388
Beacon Advisors Holdings
Texas
$190M – – 1.68% – 36 – 0
PIM
6389
Pullen Investment Management
Florida
$190M +$5.17M +3% 3.51% – 106 15.09% 1.4
Walser Wealth Management
6390
Walser Wealth Management
Florida
$190M – – 14.1% – 145 – 0
IAMH
6391
IvyRock Asset Management (HK)
Hong Kong
$190M -$43.1M -19% 11.9% 64.5% 27 40.74% 0.8
Fairfield, Bush & Co
6392
Fairfield, Bush & Co
Connecticut
$190M -$5.24M -3% 3.34% 112% 124 10.48% 6.5
AFC
6393
Alpine Fox Capital
Nevada
$189M -$49.4M -21% 0.43% – 23 47.83% 0.1
MKW
6394
Mullaney, Keating & Wright
Connecticut
$189M +$9.28M +5% 2.97% – 73 6.85% 1.2
Mission Hills Financial Advisory
6395
Mission Hills Financial Advisory
California
$189M +$1.19M +0.6% 0.47% – 56 17.86% 0.8
First City Capital Management
6396
First City Capital Management
Georgia
$189M +$3.91M +2% 3.81% 86.4% 159 6.29% 6.6
Northern Capital Management (Washington)
6397
Northern Capital Management (Washington)
Washington
$189M +$4.95M +3% 2.42% 90.9% 52 11.54% 2.8
Gouws Capital LLC
6398
Gouws Capital LLC
North Carolina
$189M +$7.32M +4% 9.37% 114% 56 3.57% 2.8
Crystal Rock Capital Management
6399
Crystal Rock Capital Management
Illinois
$189M +$6.03M +3% 6.85% 164% 33 6.06% 4.8
Envision Financial
6400
Envision Financial
Wisconsin
$189M +$14.7M +8% 1.62% – 43 2.33% 0.9