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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)
Avant Capital
7276
Avant Capital
Louisiana
$160M +$17.4M +12% 14.1% – 87 13.79% 3
Kagan Cocozza Asset Management
7277
Kagan Cocozza Asset Management
New Jersey
$160M +$17.5M +12% 10.1% – 70 5.71% 1.3
Papamarkou Wellner Asset Management
7278
Papamarkou Wellner Asset Management
New York
$159M -$4.27M -3% 9.08% – 91 23.08% 1.2
Sagace Wealth Management
7279
Sagace Wealth Management
Florida
$159M +$10.2M +7% 7.94% – 72 4.17% 1.4
Clark & Stuart Inc
7280
Clark & Stuart Inc
Maine
$159M +$11M +7% 9.09% – 57 14.04% 1.2
Center for Wealth Management Advisory
7281
Center for Wealth Management Advisory
Ohio
$159M +$20.4M +15% 18.4% – 68 17.65% 0.4
Round Hill Asset Management
7282
Round Hill Asset Management
California
$159M +$6.58M +4% 5.63% 43.2% 63 3.17% 5.7
ABS Investment Management
7283
ABS Investment Management
Connecticut
$159M – – 29% – 111 – 0
ABS Direct Equity Fund
7284
ABS Direct Equity Fund
Connecticut
$159M +$28.3M +22% 29% – 151 54.3% 0.4
Constant Guidance Financial
7285
Constant Guidance Financial
Massachusetts
$159M +$14.6M +10% 9.26% 79.6% 75 54.67% 0.6
Argosy-Lionbridge Management
7286
Argosy-Lionbridge Management
New York
$159M +$16.6M +12% 9.04% – 21 38.1% 0.5
46 Peaks LLC
7287
46 Peaks LLC
Pennsylvania
$159M +$21.7M +16% 9.97% – 30 30% 0.4
Opulen Financial Group
7288
Opulen Financial Group
Virginia
$159M +$16.9M +12% 12.2% – 120 8.33% 1.2
SWM
7289
SpringVest Wealth Management
Texas
$159M +$12.6M +9% 7.52% – 76 14.47% 1.2
JAIC
7290
Josh Arnold Investment Consultant
Minnesota
$159M +$42M +36% 108% 272% 25 64% 0.7
Marvin & Palmer Associates
7291
Marvin & Palmer Associates
Delaware
$159M +$75.4M +90% 46.2% 392% 37 67.57% 0.4
Morrissey Wealth Management
7292
Morrissey Wealth Management
Connecticut
$159M – – 9.73% – 30 – 0
Jacobs Asset Management
7293
Jacobs Asset Management
New York
$159M -$8.14M -5% 13.6% 114% 31 35.48% 2.5
JWM
7294
JP Wealth Management
South Carolina
$159M +$11.4M +8% 13% – 15 6.67% 1.3
Comprehensive Money Management Services
7295
Comprehensive Money Management Services
Florida
$159M +$6.41M +4% 3.91% – 207 10.14% 1.3
Lakeside Advisors
7296
Lakeside Advisors
Washington
$159M +$9M +6% 7.7% 83.7% 69 11.59% 3.6
Stanich Group
7297
Stanich Group
New York
$159M +$27.6M +21% 18.4% – 55 20% 1.1
Swisher Financial Concepts
7298
Swisher Financial Concepts
Ohio
$159M -$20M -11% 12% – 112 13.39% 1.4
Blue Water Life Science Advisors
7299
Blue Water Life Science Advisors
California
$159M +$34M +27% 64.1% 503% 10 10% 2.3
Argyle Capital Partners
7300
Argyle Capital Partners
California
$159M +$19.9M +14% 9.59% – 185 17.84% 1.1