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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)
Turn8 Private Wealth
7476
Turn8 Private Wealth
$150M -$10.2M -6% 10.5% – 61 27.87% 0.9
PW Advisors
7477
PW Advisors
Florida
$150M +$16.3M +12% 9.08% – 37 8.11% 0.4
Sankala Group
7478
Sankala Group
Colorado
$150M +$27.4M +22% 8.8% – 655 18.93% 0.4
Sovereign's Capital Management
7479
Sovereign's Capital Management
Georgia
$150M +$13.9M +10% 17.5% – 76 7.89% 1.3
PlanVest Financial
7480
PlanVest Financial
Maryland
$150M +$18.2M +14% 13.2% – 606 8.75% 0.2
SHFC
7481
Safe Harbor Family Capital
North Carolina
$150M +$21.8M +17% 8.91% – 63 22.22% 0.4
AIM
7482
Axiom Investment Management
New York
$150M +$18.2M +14% 25.1% – 541 31.05% 0.7
Phillip James Consulting
7483
Phillip James Consulting
Minnesota
$150M +$17.8M +13% 11.3% – 476 52.52% 0.2
Black Cypress Capital Management
7484
Black Cypress Capital Management
Florida
$150M +$10.3M +7% 12.3% – 31 6.45% 1.8
CFG
7485
Compass Financial Group
Ohio
$150M +$12.9M +9% 10.5% – 48 6.25% 0.5
LTG Capital
7486
LTG Capital
Massachusetts
$150M +$18.6M +14% 14.1% 59% 24 4.17% 4.2
EJF Capital
7487
EJF Capital
Virginia
$150M +$7.59M +5% 15.3% 127% 74 9.46% 2.4
South Shore Capital Advisors
7488
South Shore Capital Advisors
Massachusetts
$149M +$12.6M +9% 20.1% – 172 29.65% 1.5
Platt Investment Counsel
7489
Platt Investment Counsel
Florida
$149M +$19.4M +15% 14.7% 62.9% 14 7.14% 2.7
Blodgett Wealth Advisors
7490
Blodgett Wealth Advisors
California
$149M +$23.1M +18% 20.1% 150% 74 16.22% 2.9
HRC
7491
Hoertkorn Richard Charles
$149M +$27.3M +22% 53% 182% 78 12.82% 8.5
Vennlight Capital Management
7492
Vennlight Capital Management
Connecticut
$149M +$50.2M +51% 14.4% – 38 68.42% 0.1
Cannell Capital
7493
Cannell Capital
Wyoming
$149M -$13.7M -8% 11.4% 127% 48 39.58% 2
Green Alpha Advisors
7494
Green Alpha Advisors
Colorado
$149M +$47.5M +47% 65.5% 316% 113 5.31% 3.5
Cravens & Co Advisors
7495
Cravens & Co Advisors
Tennessee
$149M -$4.95M -3% 9.33% 70.4% 73 20.55% 2.2
Seven Mile Advisory
7496
Seven Mile Advisory
New Jersey
$149M +$10.4M +7% 26.6% 146% 207 35.75% 1.8
Vested Financial Planning
7497
Vested Financial Planning
California
$149M +$17.6M +13% 10.4% – 30 13.33% 1.3
Oder Investment Management
7498
Oder Investment Management
California
$149M +$18.7M +14% 12.1% 97.5% 117 16.24% 3.1
Pine Haven Investment Counsel
7499
Pine Haven Investment Counsel
Massachusetts
$149M +$12.8M +9% 13.8% 86.3% 117 3.42% 3.4
J2 Capital Management
7500
J2 Capital Management
Michigan
$149M +$2.89M +2% 5.92% – 141 30.5% 1.9