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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)
FA
3251
FMA Advisory
Pennsylvania
$223M +$10.9M +5% 5.27% 46.7% 158 12.66% 1.1
Advisors Preferred
3252
Advisors Preferred
Maryland
$223M -$528K -0.2% 4.34% 102% 292 70.89% 0.6
Shah Capital Management
3253
Shah Capital Management
North Carolina
$223M -$985K -0.4% 9.28% 287% 12 0% 3.1
MM
3254
Midas Management
New York
$223M +$12.8M +6% 2.86% 43.3% 133 22.56% 1.9
Benedict Financial Advisors
3255
Benedict Financial Advisors
Georgia
$223M +$20.8M +10% 8.88% 72.4% 109 6.42% 3.1
Twin Securities
3256
Twin Securities
New York
$223M -$129M -37% 7.85% 506% 19 57.89% 0.6
Alpha Omega Wealth Management
3257
Alpha Omega Wealth Management
Virginia
$223M +$18.9M +9% 6.22% 65.9% 529 9.26% 1.8
JNBA Financial Advisors
3258
JNBA Financial Advisors
Minnesota
$223M -$250M -53% 6.22% 61.8% 800 71.38% 1.8
Roanoke Asset Management
3259
Roanoke Asset Management
New Jersey
$223M +$15M +7% 8.01% 50.3% 114 8.77% 3.5
Peak Financial Management
3260
Peak Financial Management
Massachusetts
$222M +$5.83M +3% 2.78% 58.2% 53 7.55% 1.7
KC
3261
Keenan Capital
California
$222M +$9.8M +5% 15.4% 110% 17 29.41% 0.6
Camelot Portfolios
3262
Camelot Portfolios
Ohio
$222M -$12.7M -5% 1.89% 41.3% 240 25% 2.1
Holderness Investments Company
3263
Holderness Investments Company
North Carolina
$222M +$16.3M +8% 6.75% 144% 207 9.66% 2.3
Trust Company
3264
Trust Company
Kansas
$222M +$2.97M +1% 4.86% 40.6% 367 11.17% 2.4
Windsor Capital Management
3265
Windsor Capital Management
Arizona
$222M +$6.96M +3% 3.17% 49.1% 120 5.83% 3.6
Roof Eidam Maycock Peralta (REMP)
3266
Roof Eidam Maycock Peralta (REMP)
California
$221M +$7.42M +3% 4.6% 62.3% 94 10.64% 2.6
ALS
3267
Andrew L. Share
$221M -$154M -41% 19.8% 14.8% 1 0% 0.8
Invesco Senior Secured Management
3268
Invesco Senior Secured Management
New York
$221M +$27.8M +14% 10.1% 18.1% 20 5% 0.6
Verger Capital Management
3269
Verger Capital Management
North Carolina
$221M -$31M -12% 2.87% 58.3% 14 7.14% 2.4
Peregrine Asset Advisers
3270
Peregrine Asset Advisers
Oregon
$221M +$27.5M +14% 14.3% 182% 155 49.03% 1.6
Cambridge Financial Group
3271
Cambridge Financial Group
Ohio
$221M +$17.3M +9% 9.26% – 31 0% 2.6
TI
3272
Telemetry Investments
New York
$220M -$42.1M -16% 1.34% 77.4% 176 61.36% 0.6
Burt Wealth Advisors
3273
Burt Wealth Advisors
Maryland
$220M +$11.7M +6% 3.55% 57.3% 413 9.44% 2.6
Forefront Analytics
3274
Forefront Analytics
Pennsylvania
$220M +$5.2M +2% 1.23% 50.9% 45 4.44% 0.7
Bender Robert & Associates
3275
Bender Robert & Associates
California
$220M +$29.2M +15% 14.2% 146% 48 2.08% 4.4