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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)
Stokes Capital Advisors
3801
Stokes Capital Advisors
South Carolina
$148M – – 5.58% 61.3% 82 – 0
Jackson Grant Investment Advisers
3802
Jackson Grant Investment Advisers
Connecticut
$148M +$9.5M +7% 5.31% 54.3% 224 12.05% 1.5
Stone House Investment Management
3803
Stone House Investment Management
Pennsylvania
$148M +$7.34M +5% 2.99% 57.9% 42 23.81% 0.8
HCSF Management
3804
HCSF Management
California
$148M +$10.5M +8% 0.15% 58.8% 13 23.08% 1.6
Orbis Investment Management (US)
3805
Orbis Investment Management (US)
California
$147M -$13.3M -8% 7.81% 48.8% 27 33.33% 1.2
BE
3806
Bonness Enterprises
District of Columbia
$147M +$7.52M +5% 7.18% 98.6% 46 0% 3.7
Creative Financial Designs
3807
Creative Financial Designs
Indiana
$147M -$26.9M -15% 4.9% 56.2% 833 19.45% 0.8
MFA Wealth Advisors
3808
MFA Wealth Advisors
Pennsylvania
$147M – – 3.84% 68.6% 56 – 0
Biechele Royce Advisors
3809
Biechele Royce Advisors
Indiana
$147M – – 6.71% 39.2% 48 – 0
DST Managers
3810
DST Managers
Cayman Islands
$147M – – 0.52% – 2 – 0.6
Peak Capital Management
3811
Peak Capital Management
Colorado
$147M -$3.37M -2% 2.54% 9.52% 62 8.06% 0.5
ACM
3812
ADI Capital Management
New York
$147M -$55.7M -27% 3.37% 113% 21 42.86% 0.9
Bach Option
3813
Bach Option
Hong Kong
$147M +$5.83M +4% 6.66% 30.6% 126 48.41% 0.6
IPLA
3814
Ice Pond Lane Advisers
New York
$147M -$116M -44% 10.7% – 17 35.29% 0.8
First City Capital Management
3815
First City Capital Management
Georgia
$147M +$3.62M +3% 5.22% 76.5% 149 10.07% 3.4
Kelso & Company
3816
Kelso & Company
New York
$146M -$244M -62% 6.09% – 1 0% 4
MPS Loria Financial Planners
3817
MPS Loria Financial Planners
Illinois
$146M +$6.58M +5% 5.74% 80% 77 11.69% 0.4
Clearstead Trust
3818
Clearstead Trust
Maine
$146M +$11.9M +9% 6.11% 111% 236 16.1% 0.7
Oxford Financial Group
3819
Oxford Financial Group
Indiana
$146M +$229K +0.2% 5.41% 77.2% 34 5.88% 0.8
MU Investments Company
3820
MU Investments Company
Japan
$146M +$16.5M +13% 10.7% 40.4% 182 24.18% 2.4
Reliant Investment Management
3821
Reliant Investment Management
Tennessee
$146M +$27.1M +23% 8.42% 129% 62 22.58% 2.1
Tenzing Global Management
3822
Tenzing Global Management
California
$146M +$10.3M +8% 19.3% 273% 19 36.84% 0.7
Sagil Capital
3823
Sagil Capital
United Kingdom
$146M – – 3.5% 104% 23 – 0
Wealth Advisors of Tampa Bay
3824
Wealth Advisors of Tampa Bay
Florida
$146M – – 5.86% 86.2% 69 – 0
Ullmann Wealth Partners Group
3825
Ullmann Wealth Partners Group
Florida
$146M +$45.6M +46% 4.76% 62.2% 61 34.43% 0.7