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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)
ACM
3226
Aquilo Capital Management
California
$207M -$32.3M -14% 29.1% 6.84% 15 26.67% 0.4
CBTWT
3227
Community Bank & Trust (Waco, Texas)
Texas
$206M -$33.3M -14% 11.7% 124% 143 6.29% 2.5
Sensible Financial Planning & Management
3228
Sensible Financial Planning & Management
Massachusetts
$206M -$9.11M -4% 3.6% 24.5% 31 9.68% 3.2
TCI Wealth Advisors
3229
TCI Wealth Advisors
Arizona
$206M -$32.8M -14% 13.5% 65% 1,819 26.77% 2.7
CVentures
3230
CVentures
Colorado
$206M – – 4.97% – 1 – 5
Full Sail Capital
3231
Full Sail Capital
Oklahoma
$206M – – 14.2% 55.4% 115 – 0
LCM
3232
Lionstone Capital Management
New York
$206M -$37.9M -16% 17.6% 74.1% 16 0% 2.9
SVC
3233
Strycker View Capital
New York
$206M -$86.8M -30% 14.7% 114% 24 66.67% 0.5
Wilsey Asset Management
3234
Wilsey Asset Management
California
$206M -$25.4M -11% 13.6% 66.9% 25 16% 2.5
Kalos Management
3235
Kalos Management
Georgia
$205M +$18.9M +10% 12.5% 48.5% 203 24.14% 0.9
Polunin Capital Partners
3236
Polunin Capital Partners
United Kingdom
$205M +$3.64M +2% 8.97% 268% 10 0% 1
BCM
3237
Birmingham Capital Management
Alabama
$205M -$36.9M -15% 9.35% 103% 103 10.68% 4.7
Stelac Advisory Services
3238
Stelac Advisory Services
New York
$205M -$136M -40% 11.7% 84.9% 144 31.94% 1.7
Ausdal Financial Partners
3239
Ausdal Financial Partners
Iowa
$205M -$150M -42% 11.7% 63.2% 430 44.88% 2
Dimension Capital Management
3240
Dimension Capital Management
Florida
$205M -$3.44M -2% 11.4% 65.5% 92 16.3% 1.2
Kentucky Farm Bureau Mutual Insurance
3241
Kentucky Farm Bureau Mutual Insurance
Kentucky
$204M +$5.27M +3% 12.6% 83.3% 86 6.98% 2.3
Stordahl Capital Management
3242
Stordahl Capital Management
Colorado
$204M -$19.5M -9% 12.3% 54% 46 15.22% 0.9
CCM
3243
CWH Capital Management
Washington
$204M -$12.4M -6% 11.4% 29.9% 57 28.07% 2.5
AO
3244
Allen Operations
New York
$204M -$73.4M -26% 20% 218% 32 37.5% 2.9
Brickley Wealth Management
3245
Brickley Wealth Management
California
$204M -$8M -4% 10.2% 62.6% 42 11.9% 0.6
Goldstein Munger & Associates
3246
Goldstein Munger & Associates
California
$204M -$32.1M -14% 11.5% 11.9% 36 5.56% 3.9
Clearfield Capital Management
3247
Clearfield Capital Management
New York
$204M -$145M -42% 11.4% 421% 18 66.67% 0.7
TFS
3248
Thoroughbred Financial Services
Tennessee
$204M – – 11.7% 166% 170 – 0
Doliver Advisors
3249
Doliver Advisors
Texas
$204M -$38.9M -16% 17.1% 92.3% 249 60.64% 0.7
Schnieders Capital Management
3250
Schnieders Capital Management
California
$204M -$40.1M -16% 8.64% 103% 153 14.38% 3.7