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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)
Bruce G. Allen Investments
6626
Bruce G. Allen Investments
Colorado
$129M +$9.8M +8% 8.63% – 1,140 15.44% 0.6
Live Oak Investment Partners
6627
Live Oak Investment Partners
Texas
$129M +$7.92M +7% 5.78% – 276 0% 1.5
Frazier Financial Advisors
6628
Frazier Financial Advisors
Ohio
$129M +$2.66M +2% 7.62% – 1,059 24.36% 0.6
Templeton & Phillips Capital Management
6629
Templeton & Phillips Capital Management
Tennessee
$129M +$15.9M +14% 12.7% 74.3% 55 18.18% 0.7
Clifford Group
6630
Clifford Group
Massachusetts
$129M +$4.73M +4% 5.85% 67.9% 77 9.09% 1.5
Unionview LLC
6631
Unionview LLC
Washington
$128M +$6.01M +5% 5.82% 21.2% 95 5.26% 2
Nightview Capital
6632
Nightview Capital
Texas
$128M +$26.6M +26% 25.9% 170% 6 0% 3.6
Applied Capital LLC
6633
Applied Capital LLC
Florida
$128M +$13.8M +12% 11.5% 78.3% 86 11.63% 1.4
PIS
6634
POM Investment Strategies
North Carolina
$128M +$3.02M +2% 5.37% 67.9% 378 32.01% 0.6
Del-Sette Capital Management
6635
Del-Sette Capital Management
New York
$128M +$6.19M +5% 7.7% 112% 40 17.5% 1.5
TA
6636
TPG Advisors
Illinois
$128M +$10.5M +9% 6.6% – 91 9.89% 0.2
CVV
6637
Curative Ventures V
Texas
$128M +$108M +554% 554% 30.2% 1 0% 2.8
LifeSteps Financial
6638
LifeSteps Financial
California
$128M +$6.67M +6% 5.46% 98.4% 88 11.36% 3.2
Redwood Financial Network
6639
Redwood Financial Network
Ohio
$128M +$8.74M +7% 4.64% 74.1% 154 11.04% 1.8
BVC
6640
Bright Valley Capital
Hong Kong
$128M +$39.1M +44% 16.5% – 14 64.29% 0.3
Kraft Asset Management
6641
Kraft Asset Management
Tennessee
$128M +$8.76M +7% 6.66% 41% 48 10.42% 1.6
Cove Street Capital
6642
Cove Street Capital
California
$128M -$11.5M -8% 3.95% 84.2% 120 48.33% 2.4
Golden Road Advisors
6643
Golden Road Advisors
Florida
$128M +$6.42M +5% 5.97% – 38 5.26% 0.7
Balanced Rock Investment Advisors
6644
Balanced Rock Investment Advisors
Massachusetts
$128M +$8.62M +7% 6.72% – 91 5.49% 0.7
Traction Financial Partners
6645
Traction Financial Partners
Wyoming
$127M -$9.9M -7% 5.79% – 57 3.51% 0.7
APW
6646
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 5.35% – 156 10.26% 2.5
OxenFree Capital
6647
OxenFree Capital
Florida
$127M +$12.9M +11% 5.03% 56.4% 41 7.32% 0.7
Ellerson Group
6648
Ellerson Group
Maryland
$127M -$4.08M -3% 4.86% 148% 50 10% 1.4
Green Alpha Advisors
6649
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 9.6% 316% 145 7.59% 2.7
Virtus Investment Advisers
6650
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 15.1% 172% 384 27.08% 0.8