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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)
Fourthstone LLC
7676
Fourthstone LLC
Missouri
$140M -$449M -76% 14% 104% 68 72.06% 1.5
Cobalt Capital Management
7677
Cobalt Capital Management
New Jersey
$140M -$38.1M -21% 32.1% 235% 37 64.86% 0.7
Ethos Capital Management
7678
Ethos Capital Management
Pennsylvania
$140M +$23.9M +20% 31.5% – 64 20.31% 0.4
Graver Capital Management
7679
Graver Capital Management
Ohio
$140M +$8.74M +7% 11.1% – 26 3.85% 1.4
Madison Park Capital Advisors
7680
Madison Park Capital Advisors
Washington
$140M +$13.1M +10% 10.2% 62.4% 67 10.45% 1.8
Wellington-Altus USA
7681
Wellington-Altus USA
Manitoba, Canada
$140M -$29.4M -17% 10.8% – 737 16.28% 0.5
Lesa Sroufe & Co
7682
Lesa Sroufe & Co
Washington
$140M -$6.68M -5% 0.85% – 74 17.57% 5.3
Vigil Wealth Management
7683
Vigil Wealth Management
Florida
$140M +$16.5M +13% 12.1% – 82 9.76% 0.5
Mallini Complete Financial Planning
7684
Mallini Complete Financial Planning
Florida
$140M +$13.9M +11% 8.53% – 70 4.29% 1.1
Armor Advisors
7685
Armor Advisors
New York
$140M -$158M -53% 6.13% 78.5% 19 21.05% 1.2
Delta Wealth Advisors
7686
Delta Wealth Advisors
Indiana
$140M +$8.58M +7% 9.83% – 47 4.26% 1.6
MFG Wealth Management
7687
MFG Wealth Management
Indiana
$140M +$19.2M +16% 22.4% – 70 22.86% 0.8
Aegon USA Investment Management
7688
Aegon USA Investment Management
Iowa
$140M +$11.9M +9% 11.9% 39.9% 42 4.76% 2.1
SAM
7689
Stenahm Asset Management
Guernsey
$140M -$66.2M -32% 6.35% – 22 50% 1.8
Odyssey Capital Advisors
7690
Odyssey Capital Advisors
Pennsylvania
$140M +$28M +25% 22.1% – 106 13.21% 0.4
NorthAvenue LLC
7691
NorthAvenue LLC
Ohio
$140M +$13.8M +11% 8.4% – 325 21.54% 0.4
Sky-Mountain Capital Management
7692
Sky-Mountain Capital Management
Idaho
$140M +$192K +0.1% 3.49% – 41 12.2% 1
Two Creeks Capital Management
7693
Two Creeks Capital Management
New York
$140M -$834M -86% 15.7% 38.8% 23 47.83% 3.5
Stegent Equity Advisors
7694
Stegent Equity Advisors
Texas
$140M +$22.2M +19% 10.7% 96.4% 125 29.6% 1.9
PCG Asset Management
7695
PCG Asset Management
New Jersey
$140M +$14.4M +12% 14.4% – 85 9.41% 1.3
BIO
7696
Blue Investment Opportunities
Florida
$140M -$17.3M -11% 11% – 1 0% 1.3
Cadia Private Client
7697
Cadia Private Client
New Jersey
$139M +$16.1M +13% 11.4% – 84 19.05% 0.4
Ares Financial Consulting
7698
Ares Financial Consulting
California
$139M +$12.1M +10% 12.9% – 1,171 12.3% 0.4
BCP
7699
Balance Capital Partners
New York
$139M +$51.4M +58% 41.8% – 13 76.92% 0.1
Hershey Financial Advisers
7700
Hershey Financial Advisers
Pennsylvania
$139M +$23.4M +20% 42.3% – 107 45.79% 0.7