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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)
Bradley & Co Private Wealth Management
6501
Bradley & Co Private Wealth Management
Florida
$146M -$13.7M -9% 4.94% – 189 1.59% 3
Orchard Capital Management
6502
Orchard Capital Management
Illinois
$146M -$107M -42% 9.59% 140% 58 32.76% 2.8
NWMP
6503
Noble Wealth Management PBC
Colorado
$146M +$2.18M +2% 0.89% – 514 15.37% 0.2
Crystal Rock Capital Management
6504
Crystal Rock Capital Management
Illinois
$146M -$16.8M -10% 5.84% 164% 28 10.71% 5.5
Q3 Asset Management
6505
Q3 Asset Management
Michigan
$146M -$14.7M -9% 3.82% 105% 91 86.81% 0.2
Lowery Thomas LLC
6506
Lowery Thomas LLC
California
$146M -$7.21M -5% 5.6% 74.7% 60 15% 2.2
Mainsail Asset Management
6507
Mainsail Asset Management
Alabama
$146M +$3.02M +2% 1.13% 90.4% 69 13.04% 1
PCA
6508
Prospect Capital Advisors
California
$146M -$26.2M -15% 3.43% 202% 33 30.3% 3.2
LRT Capital Management
6509
LRT Capital Management
Texas
$146M +$18.1M +14% 2.34% 76.2% 108 44.44% 1
Schubert & Co
6510
Schubert & Co
Texas
$146M -$2.51M -2% 1.08% 47.3% 66 15.15% 1.6
SA
6511
Stonebridge Advisors
Connecticut
$146M -$3.99M -3% 0.77% 0.03% 4 25% 3.3
KMT Wealth Management
6512
KMT Wealth Management
California
$146M +$21.2M +17% 4.46% – 17 29.41% 0.2
Massachusetts Wealth Management
6513
Massachusetts Wealth Management
Massachusetts
$146M -$16.1M -10% 0.31% 110% 93 13.98% 1.9
IC
6514
Immersion Capital
United Kingdom
$146M +$26.3M +22% 0.78% 63.4% 10 30% 1.6
FPC Investment Advisory
6515
FPC Investment Advisory
California
$146M +$8.89M +7% 0.87% – 283 90.46% 0.8
Wafra Inc
6516
Wafra Inc
New York
$146M -$40.3M -22% 21.5% 45.9% 2 0% 3
Aufman Associates
6517
Aufman Associates
Pennsylvania
$145M -$2.68M -2% 1.9% 141% 61 9.84% 3.2
Insight Inv LLC
6518
Insight Inv LLC
California
$145M +$1.75M +1% 0.26% 139% 139 15.11% 2.1
Allen Wealth Management
6519
Allen Wealth Management
North Carolina
$145M +$5.68M +4% 3.45% 60.3% 61 3.28% 1.1
AIM
6520
AHL Investment Management
Florida
$145M +$2.27M +2% 2.84% 57.7% 70 5.71% 2.5
Strategic Financial Planning
6521
Strategic Financial Planning
Texas
$145M -$1.72M -1% 0.85% 47.5% 37 5.41% 4.2
AWM
6522
Aberdeen Wealth Management
Illinois
$145M -$983K -0.7% 1.73% 73.1% 171 10.53% 4
TSG Consumer Partners
6523
TSG Consumer Partners
California
$145M -$38.8M -21% 17.9% 12.3% 1 0% 3.3
Ampersand Capital Group
6524
Ampersand Capital Group
California
$145M -$4.39M -3% 7.19% – 7 0% 0.3
Syntax Research
6525
Syntax Research
Florida
$145M +$5.38M +4% 1.31% 50.7% 189 10.58% 1.3