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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)
Argyle Capital Partners
7301
Argyle Capital Partners
California
$159M +$19.9M +14% 9.59% – 185 17.84% 1.1
Cooksen Wealth
7302
Cooksen Wealth
Texas
$159M +$21M +15% 14.7% 70.7% 45 0% 2.4
AC
7303
Agman Capital
Nebraska
$159M +$33M +26% 28.9% – 19 5.26% 0.5
Overlook Investments
7304
Overlook Investments
Cayman Islands
$159M -$60.8M -28% 10% – 2 50% 0.5
Oppenheimer & Close
7305
Oppenheimer & Close
New York
$159M -$107K -0.1% 5.43% 149% 61 14.75% 4.3
AGH Wealth Advisors
7306
AGH Wealth Advisors
Kansas
$158M +$22.6M +17% 19.7% – 137 16.06% 1.1
BTC
7307
Bank & Trust Company
Illinois
$158M +$10M +7% 12.2% – 310 4.19% 1.8
Virtus Fixed Income Advisers
7308
Virtus Fixed Income Advisers
Connecticut
$158M +$35.9M +29% 0.44% – 85 4.71% 0.2
Collaborative Capital Advisors
7309
Collaborative Capital Advisors
New York
$158M – – 11.7% – 83 – 0
Seek First
7310
Seek First
California
$158M +$16.5M +12% 18.6% – 67 13.43% 1
Flagship Capital Management
7311
Flagship Capital Management
Pennsylvania
$158M +$22.3M +16% 17% – 50 4% 0.5
Superstring Capital Management
7312
Superstring Capital Management
New York
$158M +$18.4M +13% 40.7% – 43 44.19% 0.6
Schwallier Wealth Management
7313
Schwallier Wealth Management
Michigan
$158M +$21.4M +16% 11.4% – 73 26.03% 1.1
MA
7314
Minerva Advisors
Pennsylvania
$158M +$3.37M +2% 17.7% 166% 48 4.17% 8.5
Brightwater Advisory
7315
Brightwater Advisory
Florida
$158M +$7.07M +5% 11% – 61 4.92% 2.2
Kopion Asset Management
7316
Kopion Asset Management
Texas
$158M +$29.7M +23% 27.1% 80.5% 21 4.76% 4.1
Kastel Capital Advisors
7317
Kastel Capital Advisors
Massachusetts
$158M -$4.79M -3% 7.22% – 60 13.33% 0.5
Seed Wealth Management
7318
Seed Wealth Management
Illinois
$158M +$12.6M +9% 11.1% 62% 109 18.35% 2.5
Ridgeline Wealth Planning
7319
Ridgeline Wealth Planning
Ohio
$158M +$20.9M +15% 16.7% – 55 10.91% 1.1
Centerpoint Advisory Group
7320
Centerpoint Advisory Group
Kansas
$158M +$24.9M +19% 18.3% – 120 12.5% 1.2
Town Capital
7321
Town Capital
Maryland
$158M +$34M +28% 14.4% – 88 36.36% 0.4
APW
7322
Aurora Private Wealth
New Jersey
$158M +$17.1M +12% 18.9% – 195 23.59% 2.8
Lepercq De Neuflize Asset Management
7323
Lepercq De Neuflize Asset Management
New York
$158M +$19.6M +14% 14.5% – 37 29.73% 0.4
Blue Capital Inc
7324
Blue Capital Inc
Nebraska
$158M +$4.41M +3% 14.4% – 153 50.33% 0.5
ADG Wealth Management Group
7325
ADG Wealth Management Group
Louisiana
$158M +$12.8M +9% 10.6% – 54 31.48% 1