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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)
Piershale Financial Group
3701
Piershale Financial Group
Illinois
$177M +$1.49M +0.8% 1.9% 82% 21 38.1% 1.4
BOC
3702
Barbara Oil Co
Illinois
$177M +$1.9M +1% 2.11% 76.9% 93 7.53% 4
CMH Wealth Management
3703
CMH Wealth Management
New Hampshire
$177M +$6.15M +4% 0.59% 88% 52 7.69% 1.7
TRV GP III
3704
TRV GP III
Massachusetts
$176M -$58.7M -25% 42.2% 170% 4 25% 1.2
Context Capital Management
3705
Context Capital Management
California
$176M +$4.03M +2% 0.66% 3.38% 102 24.51% 0.6
Stratos Investment Management
3706
Stratos Investment Management
Ohio
$176M +$18M +11% 1.53% 58.2% 84 15.48% 0.4
Copperwynd Financial
3707
Copperwynd Financial
Arizona
$176M +$2.08M +1% 3.66% 90% 115 20% 1.2
Jackson Grant Investment Advisers
3708
Jackson Grant Investment Advisers
Connecticut
$176M +$4.44M +3% 1.94% 54.3% 228 4.82% 2.7
Polaris Venture Management Co V
3709
Polaris Venture Management Co V
Massachusetts
$176M +$48.7M +38% 3.14% 281% 13 23.08% 3.1
Total Wealth Planning
3710
Total Wealth Planning
Ohio
$176M +$6.71M +4% 0.76% 37.2% 34 0% 0.7
HHM Wealth Advisors
3711
HHM Wealth Advisors
Tennessee
$176M +$6.1M +4% 1.04% 62.3% 79 6.33% 0.6
Fiducient Advisors
3712
Fiducient Advisors
Illinois
$176M +$8.62M +5% 1.73% 52.3% 20 5% 1.4
LCM
3713
Lafitte Capital Management
Texas
$175M -$32M -15% 12% 55.2% 8 25% 2.6
Princeton Global Asset Management
3714
Princeton Global Asset Management
New Jersey
$175M +$8.86M +5% 1.86% 110% 395 18.23% 0.6
Worth Venture Partners
3715
Worth Venture Partners
New Jersey
$175M -$5.24M -3% 0.79% 105% 129 47.29% 0.6
Brookmont Capital Management
3716
Brookmont Capital Management
Texas
$175M +$8.96M +5% 4.04% 32.2% 71 5.63% 4.1
Arlington Financial Advisors
3717
Arlington Financial Advisors
California
$175M +$574K +0.3% 0.15% 67.6% 55 1.82% 1.6
Pinnacle Bancorp
3718
Pinnacle Bancorp
Nebraska
$175M -$2.74M -2% 0.55% 72.9% 731 8.07% 1.8
Physicians Financial Services
3719
Physicians Financial Services
North Carolina
$175M +$4.92M +3% 2.74% 100% 124 8.06% 2.8
Autonomy Capital (Jersey)
3720
Autonomy Capital (Jersey)
Jersey
$175M -$278M -61% 43% 33.4% 11 27.27% 1.3
Weybosset Research & Management
3721
Weybosset Research & Management
Rhode Island
$175M +$2.66M +2% 2.74% 74.8% 56 25% 4.1
Salem Capital Management
3722
Salem Capital Management
Massachusetts
$175M -$5.59M -3% 0.69% 32.3% 72 4.17% 4.7
Semper Augustus Investments Group
3723
Semper Augustus Investments Group
Colorado
$175M +$5.8M +3% 0.15% 95.4% 28 3.57% 4.5
Schoolcraft Capital
3724
Schoolcraft Capital
Colorado
$175M +$6.66M +4% 0.65% 58.7% 60 15% 0.4
ETF Portfolio Partners
3725
ETF Portfolio Partners
Kansas
$174M -$13.4M -7% 0.89% 50.2% 34 5.88% 3