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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)
CAP Partners LLC
6501
CAP Partners LLC
Tennessee
$204M +$27.4M +15% 14.2% 97% 164 16.46% 1.7
Westview Investment Advisors
6502
Westview Investment Advisors
Vermont
$204M +$12.2M +6% 20% – 75 17.33% 0.4
Beacon Advisors Holdings
6503
Beacon Advisors Holdings
Texas
$204M +$17.3M +9% 11% – 37 0% 0.5
Buckland Partners Management Co
6504
Buckland Partners Management Co
New York
$204M +$39.3M +24% 36.5% – 100 12% 0.4
Mithaq Capital SPC
6505
Mithaq Capital SPC
Saudi Arabia
$204M +$38.1M +23% 27.4% 27.4% 4 25% 3.2
Eads & Heald Wealth Management
6506
Eads & Heald Wealth Management
Georgia
$204M +$3.31M +2% 15.4% 93.3% 152 10.53% 8.4
Clarity Asset Management
6507
Clarity Asset Management
Iowa
$204M +$6.42M +3% 9.71% 51.8% 291 77.66% 1.2
Redpoint Management
6508
Redpoint Management
California
$204M +$2.93M +1% 13% 20.6% 3 0% 2.7
MB Generational Wealth
6509
MB Generational Wealth
Washington
$204M +$23.1M +13% 10.9% – 68 5.88% 1.9
4J Wealth Management
6510
4J Wealth Management
Virginia
$204M +$27.9M +16% 12.9% 68.2% 116 17.24% 2.9
Pacific Asset Management
6511
Pacific Asset Management
Washington
$204M +$24.7M +14% 9.99% – 78 12.82% 1.1
Loudon Investment Management
6512
Loudon Investment Management
New Hampshire
$204M +$17.9M +10% 12.1% 61.6% 98 6.12% 6
AA
6513
AF Advisors
California
$204M +$22.7M +13% 12% 76.5% 30 13.33% 2.7
GWMI
6514
Guardian Wealth Management (Illinois)
Illinois
$204M +$20.3M +11% 12.4% 98.1% 67 10.45% 3.2
Bullseye Investment Management
6515
Bullseye Investment Management
Ohio
$203M +$17.7M +10% 10.9% 38.2% 346 14.74% 0.8
Little Harbor Advisors
6516
Little Harbor Advisors
Massachusetts
$203M +$35M +21% 15.2% 59% 6 33.33% 2
Fairfield, Bush & Co
6517
Fairfield, Bush & Co
Connecticut
$203M +$23.3M +13% 18.6% 112% 130 11.54% 6.2
Oxford Asset Management
6518
Oxford Asset Management
United Kingdom
$203M -$44.5M -18% 13.2% – 694 81.41% 0.2
Clay Northam Wealth Management
6519
Clay Northam Wealth Management
California
$203M +$25.2M +14% 24% 125% 113 14.16% 2.7
Sage Advisory Services
6520
Sage Advisory Services
Texas
$203M +$20.7M +11% 9.46% 37.8% 49 20.41% 3.4
Pettee Investors
6521
Pettee Investors
Connecticut
$203M +$9.02M +5% 24.8% 96.1% 119 6.72% 6.9
Washburn Capital Management
6522
Washburn Capital Management
Florida
$203M +$31M +18% 27.9% 123% 61 16.39% 3.1
AtlasMark Financial
6523
AtlasMark Financial
Texas
$203M +$48.3M +31% 17.6% – 51 13.73% 4.3
Rachor Investment Advisory Services
6524
Rachor Investment Advisory Services
Michigan
$203M +$12.8M +7% 6.92% – 469 57.78% 0.4
TPC
6525
Twin Peaks Capital
$203M +$58.8M +41% 59% – 26 61.54% 0.2