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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)
BIO
6551
Blue Investment Opportunities
Florida
$166M -$21.6M -12% 11.5% – 1 0% 0.5
Redpoint Management
6552
Redpoint Management
California
$166M -$3.38M -2% 1.45% 20.6% 5 0% 2.9
Thor Investment Management
6553
Thor Investment Management
Ohio
$166M +$18.8M +13% 21.3% 122% 48 10.42% 1.4
Warburton Capital Management
6554
Warburton Capital Management
Oklahoma
$166M -$2.6M -2% 8.47% – 63 7.94% 0.6
Tevis Investment Management
6555
Tevis Investment Management
Texas
$166M +$10M +6% 7.23% 58.7% 109 7.34% 2.3
NVP Associates
6556
NVP Associates
California
$166M -$18.1M -10% 51.5% 953% 7 28.57% 1.6
Andrews Lucia Wealth Management
6557
Andrews Lucia Wealth Management
California
$166M +$12.1M +8% 7.17% 64% 32 12.5% 2.6
Avory & Company
6558
Avory & Company
Florida
$166M +$1.99M +1% 2.42% 74.9% 35 17.14% 2.1
Ariston Services Group
6559
Ariston Services Group
California
$166M +$25.3M +18% 12.6% 71.7% 75 10.67% 1.3
Keynote Financial Services
6560
Keynote Financial Services
Connecticut
$166M +$17.1M +11% 10.8% – 166 4.22% 1.3
Tabor Asset Management
6561
Tabor Asset Management
New York
$166M +$19.3M +13% 18.2% 214% 55 54.55% 1
Turning Point Benefit Group
6562
Turning Point Benefit Group
Maryland
$166M +$33.7M +26% 7.21% – 758 89.71% 0.1
Kellett Wealth Advisors
6563
Kellett Wealth Advisors
Ohio
$166M +$12.4M +8% 7.01% 76.3% 79 13.92% 2.1
Industrial Alliance Investment Management
6564
Industrial Alliance Investment Management
Quebec, Canada
$166M +$17M +11% 8.02% 88.8% 6 0% 3.3
Martin Capital Advisors
6565
Martin Capital Advisors
Texas
$166M +$11.9M +8% 10.1% 140% 74 5.41% 2.9
Two West Capital Advisors
6566
Two West Capital Advisors
Kansas
$166M +$12.9M +8% 5.74% – 99 10.1% 0.9
Millennium Capital Advisors
6567
Millennium Capital Advisors
Arkansas
$166M +$15.6M +10% 11.8% 134% 138 18.12% 2.5
KCM
6568
KRS Capital Management
Michigan
$166M +$16M +11% 11.9% 272% 118 13.56% 2.6
Carter Financial Group
6569
Carter Financial Group
Illinois
$166M +$12.6M +8% 10.1% – 135 28.89% 1.2
Tacita Capital
6570
Tacita Capital
Ontario, Canada
$165M +$9.9M +6% 7.9% 72.3% 224 8.93% 3.4
Lakewood Asset Management
6571
Lakewood Asset Management
Illinois
$165M +$15.7M +10% 7.2% 69.3% 105 4.76% 2.3
Guerra Pan Advisors
6572
Guerra Pan Advisors
New Jersey
$165M +$13.7M +9% 11.1% 149% 118 8.47% 2.6
Ameraudi Asset Management
6573
Ameraudi Asset Management
New York
$165M -$25.4M -13% 5.73% 47.1% 57 17.54% 3
Seros Financial
6574
Seros Financial
Arizona
$165M +$7.49M +5% 6.57% – 70 22.86% 0.6
Brightlight Capital Management
6575
Brightlight Capital Management
Connecticut
$165M -$15.9M -9% 4.54% 202% 11 18.18% 1.2