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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)
Kestrel Investment Management
6826
Kestrel Investment Management
California
$184M +$16.2M +10% 14% 89.2% 42 11.9% 1.9
RPGNY
6827
Retirement Planning Group (New York)
New York
$184M +$28.4M +18% 15.6% – 111 18.02% 1
LeConte Wealth Management
6828
LeConte Wealth Management
Tennessee
$184M +$28.8M +19% 20% – 188 23.94% 0.7
Herbst Group
6829
Herbst Group
Connecticut
$183M +$21.5M +13% 23% 142% 73 30.14% 1.7
Millennium Capital Advisors
6830
Millennium Capital Advisors
Arkansas
$183M +$21M +13% 16.6% 134% 148 17.57% 2.8
Alpha Wealth Funds
6831
Alpha Wealth Funds
Utah
$183M +$34.2M +23% 4.86% – 78 66.67% 0.5
BWM
6832
BCO Wealth Management
New Mexico
$183M +$16.9M +10% 8.43% – 46 10.87% 1.2
McGuire Capital Advisors
6833
McGuire Capital Advisors
Oklahoma
$183M +$27.1M +17% 31% – 994 21.03% 0.4
Cascade Investment Advisors
6834
Cascade Investment Advisors
Oregon
$183M +$14.4M +9% 14.4% 71.4% 121 10.74% 4.6
Caitlin John
6835
Caitlin John
Michigan
$183M +$16.5M +10% 15.3% – 1,074 19.83% 0.8
Crew Capital Management
6836
Crew Capital Management
Ohio
$183M +$32.3M +21% 26.6% 111% 127 25.98% 2.6
OIM
6837
Opus Investment Management
Massachusetts
$183M +$15.4M +9% 7.28% 52.8% 32 9.38% 9.6
BNB Wealth Management
6838
BNB Wealth Management
Maryland
$183M +$27.2M +17% 24.2% – 100 16% 0.4
Tevis Investment Management
6839
Tevis Investment Management
Texas
$183M +$7.18M +4% 7.8% 58.7% 110 15.45% 2.5
Cannon Wealth Management Services
6840
Cannon Wealth Management Services
North Carolina
$183M +$34.9M +24% 11.6% – 101 17.82% 1.3
TB Capital Gestao de Recursos
6841
TB Capital Gestao de Recursos
$183M +$19.2M +12% 2.61% – 21 28.57% 0.7
XP Advisory US
6842
XP Advisory US
Florida
$183M – – 15.9% – 81 – 0
Dougherty Wealth Advisers
6843
Dougherty Wealth Advisers
Minnesota
$183M +$24.9M +16% 13.7% 67.5% 115 12.17% 4.8
Certior Financial Group
6844
Certior Financial Group
Pennsylvania
$183M +$25.5M +16% 9.89% – 156 23.08% 1
BluePath Capital Management
6845
BluePath Capital Management
Georgia
$182M +$37.6M +26% 30.4% 106% 129 15.5% 1.3
Members Wealth
6846
Members Wealth
Pennsylvania
$182M +$15M +9% 10.5% – 126 15.08% 1.4
DRC
6847
Darwins River Capital
New York
$182M -$4.46M -2% 3.67% – 55 83.64% 0.1
Sterling Investment Management
6848
Sterling Investment Management
Arizona
$182M +$15.6M +9% 2.23% 45.3% 72 18.06% 3.9
Lakewood Asset Management
6849
Lakewood Asset Management
Illinois
$182M +$25.8M +17% 10% 69.3% 111 7.21% 2.8
TA
6850
TPG Advisors
Illinois
$182M +$21.8M +14% 10.1% – 117 8.55% 1.5