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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)
Gentry Private Wealth
7001
Gentry Private Wealth
Kansas
$159M +$15.1M +11% 2.3% – 104 21.15% 0.7
Round Hill Asset Management
7002
Round Hill Asset Management
California
$159M +$6.78M +4% 4.05% 43.2% 64 3.13% 5.8
Southern Capital Services
7003
Southern Capital Services
Alabama
$159M – – 1.41% – 27 – 0
ELCO Management
7004
ELCO Management
New York
$159M -$33.2M -17% 2.56% 98.3% 175 17.14% 4.1
Pathfinder Wealth Consulting
7005
Pathfinder Wealth Consulting
North Carolina
$158M – – 3.87% – 166 – 0
ACA
7006
AG Campbell Advisory
Maryland
$158M – – 2.3% – 5 – 0
EP
7007
Elkhorn Partners
Nebraska
$158M +$11M +7% 10.8% 32.2% 54 38.89% 4.4
MBAM
7008
Mink Brook Asset Management
Florida
$158M +$9.8M +7% 6.84% – 52 25% 0.6
Invera Wealth Advisors
7009
Invera Wealth Advisors
Oregon
$158M -$3.99M -2% 3.3% 102% 96 15.63% 1.1
Retirement Wealth Solutions
7010
Retirement Wealth Solutions
Wisconsin
$158M +$6.08M +4% 2.09% – 854 16.28% 0.6
Argosy-Lionbridge Management
7011
Argosy-Lionbridge Management
New York
$158M +$6.21M +4% 0.92% – 16 25% 0.6
WealthCare Asset Management
7012
WealthCare Asset Management
Missouri
$158M – – 0.24% – 35 – 0
RIHO Partners
7013
RIHO Partners
Arizona
$158M – – 1.5% – 12 – 0
Audent Global Asset Management
7014
Audent Global Asset Management
California
$158M +$20.5M +15% 2.44% 112% 56 16.07% 2.7
Strategent Financial
7015
Strategent Financial
Virginia
$158M +$18.2M +13% 2.09% – 40 10% 0.8
Crestwood Capital Management
7016
Crestwood Capital Management
New York
$158M +$14.4M +10% 11.9% 203% 14 14.29% 2.7
Niatross Investments
7017
Niatross Investments
$158M – – 2.72% – 1 – 0
HPM
7018
H. Partners Management
New York
$158M -$140M -47% 31.3% 13.5% 3 0% 2.3
FIG Financial Advisory Services
7019
FIG Financial Advisory Services
Oklahoma
$158M -$1.71M -1% 2.55% – 85 63.53% 0.4
Lavelle Capital
7020
Lavelle Capital
California
$158M – – 0% – 89 – 0
CWA
7021
Clearview Wealth Advisors
Oregon
$158M +$1.6M +1% 1.51% 45.2% 105 4.76% 3.2
Greycroft
7022
Greycroft
New York
$158M +$45.1M +40% 39.4% 20% 14 21.43% 1.5
Vannoy Advisory Group
7023
Vannoy Advisory Group
Texas
$158M +$4.74M +3% 2.51% 52.5% 30 6.67% 1.8
Boyar Asset Management
7024
Boyar Asset Management
New York
$158M -$343K -0.2% 2.93% 75.5% 80 10% 7.6
Troluce Capital Advisors
7025
Troluce Capital Advisors
Puerto Rico
$158M -$558M -78% 0.27% 61.1% 41 82.93% 0.2