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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 Wilshire Securities Management
3726
First Wilshire Securities Management
California
$268M -$16.8M -6% 5.39% 135% 99 23.23% 3.7
Tradewinds Capital Management
3727
Tradewinds Capital Management
Washington
$268M -$349M -57% 10.2% 96.9% 869 46.95% 3.9
LexAurum Advisors
3728
LexAurum Advisors
Kansas
$267M -$39.2M -13% 13.2% – 275 15.27% 2.3
Patton Fund Management
3729
Patton Fund Management
Texas
$267M -$99M -27% 11.4% 211% 97 26.8% 0.8
Bank of Stockton
3730
Bank of Stockton
California
$267M -$53.9M -17% 13.6% 99.2% 126 11.11% 5.4
Quantum Financial Advisors
3731
Quantum Financial Advisors
California
$267M – – 13.2% 61.1% 96 – 0
Sio Capital Management
3732
Sio Capital Management
New York
$266M -$36M -12% 12.9% 564% 84 47.62% 0.8
Fiducient Advisors
3733
Fiducient Advisors
Illinois
$266M +$1.26M +0.5% 14.3% 52.3% 86 34.88% 1.3
Poehling Capital Management
3734
Poehling Capital Management
Wisconsin
$266M -$57.8M -18% 13.2% 83% 152 21.71% 2.4
Eldridge Investment Advisors
3735
Eldridge Investment Advisors
New Hampshire
$266M -$30.1M -10% 12.2% 50.9% 135 12.59% 2.6
AC
3736
Athos Capital
Hong Kong
$265M -$18.1M -6% 11.7% 110% 167 44.31% 0.6
MHR
3737
Matthew Hamilton Rosenberg
$265M -$20.7M -7% 10.7% 52% 823 13.49% 1.5
Aflac Inc
3738
Aflac Inc
Georgia
$265M -$201M -43% 28.5% 28.8% 3 33.33% 0.2
Monument Capital Management
3739
Monument Capital Management
Virginia
$265M -$43.2M -14% 9.6% 170% 157 22.93% 1.7
LFM
3740
Lumina Fund Management
New York
$265M -$50.6M -16% 17.2% 28.1% 80 27.5% 1.3
O'Brien Greene & Co
3741
O'Brien Greene & Co
Pennsylvania
$265M -$38.1M -13% 12.4% 81.4% 135 5.19% 2.3
Paradiem
3742
Paradiem
Louisiana
$265M -$40.3M -13% 16.5% 107% 109 19.27% 1.1
IAA
3743
Ironsides Asset Advisors
North Carolina
$265M -$63M -19% 14.4% 49.3% 110 19.09% 2.3
Court Place Advisors
3744
Court Place Advisors
Maryland
$264M -$45.7M -15% 12.8% 92% 177 9.04% 6.1
Day & Ennis
3745
Day & Ennis
Georgia
$264M -$38.3M -13% 10.1% 15.2% 132 15.91% 3.2
Benin Management Corp
3746
Benin Management Corp
Connecticut
$264M -$61.3M -19% 14.6% 91.7% 107 12.15% 6.3
Financial & Tax Architects
3747
Financial & Tax Architects
Missouri
$264M -$877K -0.3% 7.39% 50.2% 99 31.31% 0.9
Atlantic Investment Management
3748
Atlantic Investment Management
New York
$264M -$45.8M -15% 14% 28.8% 11 0% 2.5
Adams Wealth Management
3749
Adams Wealth Management
Utah
$264M -$41.6M -14% 17.1% 105% 74 12.16% 1.9
Prism Advisors
3750
Prism Advisors
California
$264M -$34.8M -12% 12.1% 54.6% 58 20.69% 2.9