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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)
Stieven Capital Advisors
3201
Stieven Capital Advisors
Missouri
$385M -$1.2M -0.3% 5.65% 117% 43 23.26% 3.9
Independent Solutions Wealth Management
3202
Independent Solutions Wealth Management
New York
$385M -$12.3M -3% 2.54% 125% 231 18.61% 2.5
Planning Center Inc
3203
Planning Center Inc
Illinois
$385M -$8.68M -2% 3.28% 38.9% 71 14.08% 1.2
FPFS
3204
First Personal Financial Services
North Carolina
$384M -$18.2M -5% 4.75% 31.5% 403 9.18% 4.7
OneAscent Financial Services
3205
OneAscent Financial Services
Alabama
$384M +$159M +71% 3.19% 63.8% 295 66.1% 0.4
Tiger Pacific Capital
3206
Tiger Pacific Capital
New York
$384M +$17.4M +5% 8.66% 84.5% 12 25% 1.9
State of New Jersey Common Pension Fund E
3207
State of New Jersey Common Pension Fund E
New Jersey
$384M +$16.7M +5% 4.64% 26.4% 2 0% 2.9
Peavine Capital
3208
Peavine Capital
Nevada
$384M -$40.4M -10% 3.49% 30.8% 11 0% 4.3
Cedar Brook Financial Partners
3209
Cedar Brook Financial Partners
Ohio
$383M -$37M -9% 3.49% 47% 427 15.69% 2.8
MTC
3210
Matrix Trust Company
Colorado
$383M -$4.66M -1% 3.48% 51.4% 65 10.77% 1.7
Capital Advisors Wealth Management
3211
Capital Advisors Wealth Management
Washington
$383M -$7.91M -2% 2.56% 70.5% 148 14.86% 1.6
ML&R Wealth Management
3212
ML&R Wealth Management
Texas
$383M -$70.4M -16% 2.63% – 96 30.21% 1.2
Investors Research Corp
3213
Investors Research Corp
Georgia
$383M -$13.3M -3% 1.32% 62.1% 1,119 6.88% 3.5
Hexagon Capital Partners
3214
Hexagon Capital Partners
Arkansas
$383M +$3.19M +0.8% 0.43% 104% 1,478 7.92% 2
ThornTree Capital Partners
3215
ThornTree Capital Partners
Massachusetts
$382M -$38.4M -9% 7.63% 217% 20 20% 1
Strategy Asset Managers
3216
Strategy Asset Managers
California
$382M -$68.2M -15% 2.7% 115% 272 27.21% 2.5
Cardinal Point Capital Management
3217
Cardinal Point Capital Management
Ontario, Canada
$382M +$49.9M +15% 2.52% 65.8% 77 24.68% 0.6
Providence Capital Advisors
3218
Providence Capital Advisors
North Carolina
$382M -$12.2M -3% 4.84% 47.4% 364 18.68% 2.6
FBT
3219
First Bank & Trust
South Dakota
$382M -$12.7M -3% 2.75% 85.6% 202 9.41% 4
Savoie Capital
3220
Savoie Capital
Illinois
$382M – – 1.65% – 75 – 0
CFM Wealth Partners
3221
CFM Wealth Partners
Texas
$382M -$30.1M -7% 2.6% 152% 167 17.96% 3
Battery Management Corp
3222
Battery Management Corp
Massachusetts
$382M -$103M -21% 3.85% 45.1% 7 28.57% 2
Noesis Capital Mangement
3223
Noesis Capital Mangement
Florida
$381M -$24.9M -6% 5.18% 139% 105 9.52% 5.2
Tobias Financial Advisors
3224
Tobias Financial Advisors
Florida
$381M +$10M +3% 3.29% 44.5% 99 12.12% 1.4
Lincoln Capital
3225
Lincoln Capital
Nebraska
$381M -$7.48M -2% 0.85% 67.1% 107 3.74% 5.2