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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)
New World Advisors
3826
New World Advisors
Massachusetts
$287M +$3.02M +1% 3.34% 84.1% 69 21.74% 1.7
WFI
3827
West Family Investments
California
$287M +$29.5M +11% 3.87% 116% 260 22.31% 1.4
Stokes Capital Advisors
3828
Stokes Capital Advisors
South Carolina
$287M -$10.3M -3% 4.2% 61.3% 84 10.71% 3.6
Fifth Lane Capital
3829
Fifth Lane Capital
Texas
$287M -$49.9M -15% 2% 80.4% 289 46.02% 0.6
Sterling Investment Advisors (Pennsylvania)
3830
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$287M -$15.9M -5% 3.22% 111% 149 18.12% 4.7
IAM Advisory
3831
IAM Advisory
Pennsylvania
$286M -$6.84M -2% 2.99% 74.5% 110 30.91% 1.1
Adams Street Partners
3832
Adams Street Partners
Illinois
$286M -$96.2M -25% 14.1% 399% 22 54.55% 2.8
Keystone Financial Planning
3833
Keystone Financial Planning
Ohio
$286M -$12.5M -4% 4.57% 46% 49 6.12% 5.5
Paulson Wealth Management
3834
Paulson Wealth Management
Illinois
$286M -$6.84M -2% 3.49% 57.1% 131 3.82% 2.3
MAM
3835
Milestone Asset Management
Pennsylvania
$286M +$59.2M +26% 1.49% 64.4% 93 39.78% 0.5
Poehling Capital Management
3836
Poehling Capital Management
Wisconsin
$286M -$10.2M -3% 1.43% 83% 127 7.09% 3.2
Prism Advisors
3837
Prism Advisors
California
$286M -$11.9M -4% 3.69% 54.6% 65 32.31% 2.9
Shakespeare Wealth Management
3838
Shakespeare Wealth Management
Wisconsin
$285M -$6.9M -2% 4.24% 55.5% 83 10.84% 3.6
VDBMI
3839
Van Den Berg Management I
Texas
$285M +$7.29M +3% 3.86% 187% 110 8.18% 2.3
Smith & Howard Wealth Management
3840
Smith & Howard Wealth Management
Georgia
$285M +$948K +0.3% 3.72% 43.8% 72 9.72% 4.5
Bridge Advisory
3841
Bridge Advisory
California
$285M +$12.5M +5% 4.97% 6.7% 151 17.22% 1.6
Denali Advisors
3842
Denali Advisors
California
$285M +$35.2K +0% 2.27% 106% 561 32.98% 1.4
Pensionfund Sabic
3843
Pensionfund Sabic
Netherlands
$285M -$13.6M -5% 4.66% 63.6% 205 15.12% 4.1
Genworth Financial
3844
Genworth Financial
Virginia
$285M -$12M -4% 3.91% 73.6% 4 50% 2.4
White Pine Investment Company
3845
White Pine Investment Company
Michigan
$284M -$5.44M -2% 0.92% 73.3% 63 9.52% 4.8
NC
3846
Nokomis Capital
Texas
$284M -$12.1M -4% 1.11% 145% 71 42.25% 2
Archer Investment Corporation
3847
Archer Investment Corporation
Indiana
$284M +$3.55M +1% 2.54% 68.2% 1,059 6.42% 2.2
AXQ Capital
3848
AXQ Capital
New Jersey
$284M +$203M +251% 3.61% 35.5% 613 83.69% 0.1
DGM
3849
Darwin Global Management
Jersey
$284M -$328M -54% 6.86% 2,582% 4 50% 0.5
Harvey Capital Management
3850
Harvey Capital Management
Florida
$284M +$12.1M +4% 0.89% 147% 85 22.35% 4