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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)
Texas Treasury Safekeeping Trust Company
3751
Texas Treasury Safekeeping Trust Company
Texas
$319M +$16.5M +5% 2.46% 43.7% 7 0% 2.2
LDR Capital Management
3752
LDR Capital Management
New York
$318M +$99.4M +45% 0.17% 28.4% 74 52.7% 0.5
Bedel Financial Consulting
3753
Bedel Financial Consulting
Indiana
$318M -$3.29M -1% 0.85% 104% 1,114 14.36% 2.8
Voss Capital
3754
Voss Capital
Texas
$318M -$5.46M -2% 11.7% 78.4% 47 38.3% 0.8
Flagstar Advisors
3755
Flagstar Advisors
New York
$318M -$7.85M -2% 4.46% 81.9% 147 12.24% 0.4
CAM
3756
Centre Asset Management
New York
$318M +$121M +61% 19.8% 45.3% 75 44% 1.7
IAG Wealth Partners
3757
IAG Wealth Partners
Wisconsin
$318M +$5.92M +2% 4.52% 47.3% 483 21.95% 1.5
Partners in Financial Planning
3758
Partners in Financial Planning
Virginia
$318M -$9.01M -3% 5.2% 38.9% 95 8.42% 0.7
Lawson Kroeker Investment Management
3759
Lawson Kroeker Investment Management
Nebraska
$318M -$4.39M -1% 0.46% 69.7% 61 0% 6.6
Hudson Edge Investment Partners
3760
Hudson Edge Investment Partners
New Jersey
$318M -$5.3M -2% 0.74% 67.9% 144 9.72% 3.9
Progressive Investment Management
3761
Progressive Investment Management
Oregon
$317M -$43M -12% 10% 139% 57 5.26% 3.2
Prysm Capital
3762
Prysm Capital
New Jersey
$317M -$338M -52% 51.5% 46.6% 1 0% 0.3
KS
3763
Karpas Strategies
Connecticut
$317M +$5.06M +2% 1.52% 16.1% 127 6.3% 5.9
Marino Stram & Associates
3764
Marino Stram & Associates
Massachusetts
$317M -$8.55M -3% 2.2% 72.2% 150 8% 1.9
AIP
3765
Ahrens Investment Partners
Louisiana
$317M +$90.8M +40% 4.73% 82.3% 1,161 17.92% 0.7
Black Diamond Financial
3766
Black Diamond Financial
Maryland
$317M +$19.9M +7% 4.55% 68.3% 131 29.77% 1.5
Corrigan Financial
3767
Corrigan Financial
Rhode Island
$316M -$31.5M -9% 4.33% 9.54% 93 10.75% 3.1
Doliver Advisors
3768
Doliver Advisors
Texas
$316M -$3.74M -1% 7.73% 92.3% 193 30.57% 1.8
Perennial Investment Advisors
3769
Perennial Investment Advisors
California
$316M -$3.71M -1% 2.34% 84.3% 245 19.18% 1.4
Centric Wealth Management
3770
Centric Wealth Management
Illinois
$316M +$12.3M +4% 3.45% 44.4% 174 24.71% 1.6
Parkside Advisors
3771
Parkside Advisors
California
$316M -$13.6M -4% 5.53% 36.7% 73 8.22% 3.6
Beaconlight Capital
3772
Beaconlight Capital
New York
$316M +$26.3M +9% 8.2% 282% 54 57.41% 0.8
SFS
3773
Security Financial Services
Indiana
$316M +$15.8M +5% 3.64% 67.7% 148 21.62% 0.2
SignalPoint Asset Management
3774
SignalPoint Asset Management
Missouri
$316M -$12.1M -4% 2.4% 36% 253 15.42% 4.2
NVWM LLC
3775
NVWM LLC
Pennsylvania
$315M -$5.26M -2% 3.05% 119% 654 35.47% 1.8