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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)
Fountainhead AM
3576
Fountainhead AM
New Jersey
$364M +$77.2M +27% 9.53% 65.6% 125 29.6% 1.4
Valor Management
3577
Valor Management
Illinois
$364M -$7.58M -2% 1.69% 14.5% 4 25% 1.6
DI
3578
Diligent Investors
California
$364M +$36.5M +11% 11.4% 82.2% 324 8.95% 4
VCM
3579
V3 Capital Management
Texas
$364M +$104M +40% 11.2% 20.5% 13 38.46% 1
Bedell Frazier Investment Counselling
3580
Bedell Frazier Investment Counselling
California
$363M +$28.8M +9% 10.3% 72.5% 99 23.23% 2.9
Paragon Wealth Strategies
3581
Paragon Wealth Strategies
Florida
$363M +$28M +8% 10.6% 59.8% 46 30.43% 1.6
Old Second National Bank of Aurora
3582
Old Second National Bank of Aurora
Illinois
$363M +$34.5M +10% 10.2% 93.7% 360 8.06% 5.8
Blueprint Investment Partners
3583
Blueprint Investment Partners
North Carolina
$363M +$51.9M +17% 9.61% 91.9% 153 39.87% 1.2
Steginsky Capital
3584
Steginsky Capital
New York
$363M +$37.6M +12% 11.3% 99.4% 7 0% 6.9
Greenspring Advisors
3585
Greenspring Advisors
Maryland
$363M +$46.2M +15% 10.3% – 84 15.48% 1.5
LCM
3586
Lionstone Capital Management
New York
$363M +$42.2M +13% 18.3% 74.1% 12 0% 4
Turiya Advisors Asia
3587
Turiya Advisors Asia
Hong Kong
$363M +$124M +52% 16.4% 247% 4 0% 0.9
Shelter Mutual Insurance
3588
Shelter Mutual Insurance
Missouri
$363M +$4.09M +1% 8.12% 51.2% 60 3.33% 5.2
Carderock Capital Management
3589
Carderock Capital Management
Maryland
$362M +$64.2M +22% 12.1% 97.6% 62 9.68% 5.9
GenWealth Group
3590
GenWealth Group
New Jersey
$362M +$32.4M +10% 11.1% 73.9% 73 12.33% 4
JHCM
3591
Juniper Hill Capital Management
California
$362M +$54.8M +18% 7.92% 33.6% 4 0% 1.6
Luminus Management
3592
Luminus Management
Texas
$362M +$37.4M +12% 19% 8.7% 34 52.94% 1.8
Canal Insurance Company
3593
Canal Insurance Company
South Carolina
$362M +$12.5M +4% 5.47% 114% 93 16.13% 5.2
Trifecta Capital Advisors
3594
Trifecta Capital Advisors
Illinois
$362M +$50.5M +16% 13.8% 149% 468 16.88% 0.9
Herold Advisors
3595
Herold Advisors
New York
$361M +$32.8M +10% 10.2% 90.2% 266 15.79% 1.6
AA
3596
Ashford Advisors
New York
$361M +$43.1M +14% 11.2% 75.4% 16 6.25% 2.3
Parkside Advisors
3597
Parkside Advisors
California
$361M +$39.3M +12% 9.37% 36.7% 83 10.84% 3.7
BCA
3598
Bray Capital Advisors
Florida
$361M +$32.7M +10% 10.5% 36.6% 264 4.92% 5.6
Quadrant Private Wealth Management
3599
Quadrant Private Wealth Management
Pennsylvania
$361M +$63.7M +21% 11.3% 87.9% 261 25.29% 3.1
SC
3600
Saybrook Capital
North Carolina
$360M +$28.6M +9% 7.91% 72.5% 50 8% 7.6