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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)
First National Corp
3426
First National Corp
Massachusetts
$453M +$11.2M +3% 0.11% 56.3% 163 7.98% 3.9
Mattern Wealth Management
3427
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 1.79% 62.2% 174 7.47% 3.5
Carrera Capital Advisors
3428
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 3.48% – 155 16.13% 0.5
Fulcrum Capital
3429
Fulcrum Capital
Washington
$451M -$26.5M -6% 3.26% 102% 123 21.95% 3.1
NBW Capital
3430
NBW Capital
Massachusetts
$451M -$88.7M -16% 2.47% 86% 109 27.52% 4.1
Marino Stram & Associates
3431
Marino Stram & Associates
Massachusetts
$450M -$1.5M -0.3% 0.5% 72.2% 175 7.43% 3.9
Westover Capital Advisors
3432
Westover Capital Advisors
Delaware
$450M -$4.16M -0.9% 1.25% 144% 257 17.51% 2.7
Clearstead Trust
3433
Clearstead Trust
Maine
$449M -$13.4M -3% 4.51% 124% 881 51.53% 1.4
Liberty Capital Management
3434
Liberty Capital Management
Michigan
$449M -$1.54M -0.3% 0.79% – 163 3.68% 6.1
OM
3435
Opaleye Management
Massachusetts
$449M -$122M -21% 8.7% 748% 54 44.44% 1.6
LMG Wealth Partners
3436
LMG Wealth Partners
Louisiana
$449M -$10M -2% 1.49% 96.1% 138 13.77% 1.6
Riversedge Advisors
3437
Riversedge Advisors
Delaware
$448M +$6.04M +1% 0.96% 71.3% 122 21.31% 2.1
DA
3438
Dash Acquisitions
California
$448M -$21.5M -5% 0.68% 52% 66 13.64% 2.2
Raub Brock Capital Management
3439
Raub Brock Capital Management
California
$448M -$22.8M -5% 0.08% 54.7% 44 22.73% 3.5
The Family Firm
3440
The Family Firm
Maryland
$448M -$1.9M -0.4% 0.1% 40.2% 220 6.36% 5.5
Paradice Investment Management
3441
Paradice Investment Management
Colorado
$448M -$56.4M -11% 9.3% 72.2% 26 11.54% 4.3
Elgethun Capital Management
3442
Elgethun Capital Management
South Dakota
$448M +$35.6M +9% 3.85% 61.5% 163 12.88% 4.5
TCP Asset Management
3443
TCP Asset Management
Ohio
$447M -$6.04M -1% 2.43% 65% 96 12.5% 1.5
Dymon Asia Capital (Singapore)
3444
Dymon Asia Capital (Singapore)
Singapore
$447M +$13.2M +3% 0.9% 291% 183 78.69% 0.2
Steginsky Capital
3445
Steginsky Capital
New York
$447M -$19.8M -4% 0.38% 99.4% 7 0% 8.1
Garrett Wealth Advisory Group
3446
Garrett Wealth Advisory Group
Texas
$447M +$7.57M +2% 2.18% 74.6% 113 13.27% 2.3
PS
3447
Presima Securities
Quebec, Canada
$447M +$40.6M +10% 1.49% 10.3% 52 7.69% 5
Blume Capital Management
3448
Blume Capital Management
California
$447M +$494K +0.1% 0.98% 102% 462 30.3% 4
Satovsky Asset Management
3449
Satovsky Asset Management
New York
$447M +$9.9M +2% 0.73% 53.6% 57 10.53% 2.6
Independent Solutions Wealth Management
3450
Independent Solutions Wealth Management
New York
$447M -$10.6M -2% 1.65% 125% 186 15.05% 3.5