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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)
BM
3526
Bislett Management
California
$181M +$629K +0.3% 1.03% 19.8% 23 13.04% 3.1
Sharkey, Howes & Javer
3527
Sharkey, Howes & Javer
Colorado
$180M +$3.24M +2% 2.3% 60.2% 237 9.28% 2.4
Maven Securities
3528
Maven Securities
Jersey
$180M -$9M -5% 9.7% 135% 113 83.19% 0.2
Talara Capital Management
3529
Talara Capital Management
New Jersey
$180M -$12.7M -7% 8.89% 17.4% 17 11.76% 1.9
Intercontinental Wealth Advisors
3530
Intercontinental Wealth Advisors
Texas
$180M +$7.31M +4% 2.06% 46.7% 149 20.81% 1.5
Gargoyle Investment Advisor
3531
Gargoyle Investment Advisor
New Jersey
$180M -$63.6M -26% 0.22% 34.5% 178 33.15% 1.4
Riverpoint Wealth Management Holdings
3532
Riverpoint Wealth Management Holdings
Illinois
$180M +$14.5M +9% 1.63% 53.6% 57 15.79% 1.1
Tillar-Wenstrup Advisors
3533
Tillar-Wenstrup Advisors
Ohio
$180M +$8.14M +5% 1.17% 27.4% 62 17.74% 1.4
Certified Advisory Corp
3534
Certified Advisory Corp
Florida
$180M +$11.1M +7% 3.31% 58.2% 833 12.61% 0.4
NYL Investors
3535
NYL Investors
New York
$180M +$11.4M +7% 1.21% 12.7% 13 0% 0.3
SevenBridge Financial Group
3536
SevenBridge Financial Group
Pennsylvania
$180M +$5.25M +3% 2.44% 81.7% 640 6.56% 1.7
Archer Capital Management
3537
Archer Capital Management
New York
$179M +$2.11M +1% 7.1% 72.3% 33 48.48% 1.1
SXL
3538
Summit X LLC
Missouri
$179M +$12.7M +8% 2.13% 62.9% 217 19.82% 0.7
SIG
3539
Schaller Investment Group
North Carolina
$179M +$4.05M +2% 1.91% 21.9% 40 12.5% 3.7
Anderson Hoagland & Co
3540
Anderson Hoagland & Co
Missouri
$179M +$5.45M +3% 4.49% 104% 101 9.9% 2.9
Keystone Financial Group (Kentucky)
3541
Keystone Financial Group (Kentucky)
Kentucky
$179M -$728K -0.4% 2.76% 116% 184 20.11% 0.4
Tenzing Global Management
3542
Tenzing Global Management
California
$179M +$25.3M +16% 29% 273% 18 44.44% 0.9
MayTech Global Investments
3543
MayTech Global Investments
New York
$179M +$7.94M +5% 8.31% 158% 49 10.2% 0.4
Canal Capital Management
3544
Canal Capital Management
Virginia
$179M +$5.47M +3% 0.77% 67.8% 131 10.69% 1.8
LFG
3545
LifePlan Financial Group
Ohio
$179M +$7.55M +4% 2.26% 20.2% 555 9.73% 0.9
D. Scott Neal
3546
D. Scott Neal
Kentucky
$179M +$2.89M +2% 1.69% 105% 185 68.65% 2.4
Triangle Securities Wealth Management
3547
Triangle Securities Wealth Management
North Carolina
$179M +$4.86M +3% 3.39% 83.6% 143 8.39% 3.3
V Wealth Advisors
3548
V Wealth Advisors
Kansas
$179M -$8.54M -5% 2.93% 36.9% 236 27.54% 1.3
Red Mountain Capital Partners
3549
Red Mountain Capital Partners
California
$179M -$16.5M -8% 0.85% 37.4% 6 0% 4.4
AC
3550
Aperimus Capital
California
$179M +$18.7M +12% 4.96% 44% 3 0% 5