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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)
Wolff Financial Management
3776
Wolff Financial Management
Michigan
$293M +$178M +155% 3.75% 56.7% 97 64.95% 1.3
Valicenti Advisory Services
3777
Valicenti Advisory Services
New York
$293M -$22.5M -7% 4.17% 134% 82 14.63% 5
Regis Management Company
3778
Regis Management Company
California
$293M -$13M -4% 3.92% 5.33% 42 4.76% 6.5
Pathway Financial Advisors
3779
Pathway Financial Advisors
Vermont
$293M -$14.1M -5% 2.97% 52.7% 143 11.19% 3.7
Firestone Capital Management
3780
Firestone Capital Management
Florida
$292M -$14.9M -5% 3.77% 51.6% 131 4.58% 2.6
Fidelis Capital Partners
3781
Fidelis Capital Partners
Florida
$292M +$18.3M +7% 2.03% 115% 298 17.45% 0.5
First Wilshire Securities Management
3782
First Wilshire Securities Management
California
$292M +$621K +0.2% 7.94% 135% 91 12.09% 4.3
Tradewinds Capital Management
3783
Tradewinds Capital Management
Washington
$292M -$29M -9% 3.58% 96.9% 531 13.75% 4.4
Madrona Venture Group
3784
Madrona Venture Group
Washington
$292M +$17.3M +6% 10.2% 233% 6 16.67% 1.8
FVCM
3785
F&V Capital Management
Florida
$292M -$17.8M -6% 2.85% 123% 51 0% 5
PhiloSmith Capital
3786
PhiloSmith Capital
Connecticut
$291M +$485K +0.2% 3.57% 47% 24 0% 5.5
CWAG
3787
Compton Wealth Advisory Group
Virginia
$291M -$8.49M -3% 4.17% 76.1% 93 6.45% 3
Corsair Capital Management
3788
Corsair Capital Management
New York
$291M -$2.43M -0.8% 1.85% 435% 120 32.5% 1.9
Carrhae Capital
3789
Carrhae Capital
United Kingdom
$291M +$64.4M +28% 1.79% 182% 21 61.9% 0.9
VC
3790
Vision Capital
Ontario, Canada
$291M +$30.1M +12% 9.18% 19.8% 12 75% 1.1
FTV Management Company
3791
FTV Management Company
California
$291M -$80.3M -22% 20.1% 15.1% 2 50% 1.8
American Financial Group
3792
American Financial Group
Ohio
$291M -$32.7M -10% 0.2% 32.5% 91 7.69% 4.6
SEP
3793
Southland Equity Partners
Missouri
$291M -$5.51M -2% 2.95% 66.1% 192 9.9% 2
Coppell Advisory Solutions
3794
Coppell Advisory Solutions
Texas
$291M -$63M -18% 4.03% – 1,609 36.23% 0.4
Vertex Planning Partners
3795
Vertex Planning Partners
Illinois
$291M -$3.07M -1% 3.07% 55.4% 144 12.5% 0.6
Bernzott Capital Advisors
3796
Bernzott Capital Advisors
California
$290M -$173M -37% 3.51% 46.2% 55 25.45% 2.9
Breakwater Capital Group
3797
Breakwater Capital Group
New Jersey
$290M +$16.6M +6% 3.66% 67.4% 229 18.34% 0.6
G.F.W. Energy XII
3798
G.F.W. Energy XII
Texas
$290M +$276M +1,944% 16.6% 68.9% 6 50% 0.6
Montgomery Investment Management
3799
Montgomery Investment Management
Maryland
$290M -$7.47M -3% 0.56% 105% 93 9.68% 6.6
ALAM
3800
Asahi Life Asset Management
Japan
$290M -$13.7M -5% 1.79% 122% 244 48.77% 1.8