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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
3751
Piershale Financial Group
Illinois
$175M +$8.12M +5% 3.5% 82% 27 59.26% 1.3
TL
3752
TowerView LLC
New York
$175M -$3.51M -2% 2.52% 17.9% 23 17.39% 3.6
GA
3753
Gagnon Advisors
New York
$175M +$392K +0.2% 0.36% 129% 34 5.88% 2.7
Whalerock Point Partners
3754
Whalerock Point Partners
Rhode Island
$175M +$22.1M +14% 3.59% 103% 147 12.93% 2.8
Delta Investment Management
3755
Delta Investment Management
California
$175M +$60.5M +53% 9.55% 65.8% 141 78.72% 0.1
PCR
3756
Potrero Capital Research
California
$175M +$13.4M +8% 2.03% 226% 57 33.33% 0.8
BOC
3757
Barbara Oil Co
Illinois
$175M +$6.2M +4% 4.16% 76.9% 96 5.21% 3.8
Arlington Financial Advisors
3758
Arlington Financial Advisors
California
$175M -$1.35M -0.8% 2.37% 67.6% 59 10.17% 1.3
HIH
3759
HRS Investment Holdings
New York
$175M +$6.99M +4% 4.2% 21.5% 2 0% 1.5
Integre Asset Management
3760
Integre Asset Management
New York
$174M +$9.22M +6% 4.64% 74.1% 119 15.97% 2
Caldera Capital
3761
Caldera Capital
Texas
$174M +$16.9M +11% 7.87% 84.5% 23 34.78% 0.8
Sutton Wealth Advisors
3762
Sutton Wealth Advisors
Florida
$174M +$2.86M +2% 2.43% 40.9% 1,235 11.5% 2.5
Nishkama Capital LLC
3763
Nishkama Capital LLC
Puerto Rico
$174M +$40.3M +30% 12.8% 723% 59 71.19% 0.2
Copperwynd Financial
3764
Copperwynd Financial
Arizona
$174M +$7.16M +4% 6.43% 90% 109 11.93% 1.1
Beddow Capital Management
3765
Beddow Capital Management
Wyoming
$174M -$8.44M -5% 1.23% 50.7% 50 14% 4
TLWM Financial
3766
TLWM Financial
Texas
$174M -$4.42M -2% 2.49% 53.9% 59 15.25% 1.1
Davis Rea
3767
Davis Rea
Ontario, Canada
$174M +$3.52M +2% 3.95% 66.9% 59 11.86% 3.2
Essex Woodlands Management
3768
Essex Woodlands Management
Texas
$173M -$27.4M -14% 8.3% 55% 7 14.29% 4.3
Measured Wealth Private Client Group
3769
Measured Wealth Private Client Group
New Hampshire
$173M +$11M +7% 3.11% 84.3% 226 34.07% 0.7
Round Hill Asset Management
3770
Round Hill Asset Management
California
$173M +$6.69M +4% 7.51% 43.2% 61 4.92% 2.2
MC
3771
MRJ Capital
New York
$173M +$6.24M +4% 5.96% 127% 53 5.66% 3.3
BT Wealth Management
3772
BT Wealth Management
Georgia
$173M +$3.28M +2% 3.03% 34.8% 58 8.62% 0.5
DC
3773
DPM Capital
Florida
$173M -$15.1M -8% 3.84% 110% 8 25% 0.5
Marlowe Partners
3774
Marlowe Partners
New York
$173M +$28.8M +20% 5.52% 16.3% 19 52.63% 0.6
Game Creek Capital
3775
Game Creek Capital
Massachusetts
$173M -$32.7M -16% 5.13% 176% 64 34.38% 1