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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)
Bogart Wealth LLC
3851
Bogart Wealth LLC
Virginia
$165M -$41.8M -20% 0.95% 60.5% 380 11.58% 1.5
Elephas Investment Management
3852
Elephas Investment Management
Hong Kong
$165M -$558M -77% 1.22% 422% 36 69.44% 0.4
Heronetta Management
3853
Heronetta Management
New York
$165M -$14.7M -8% 0.74% 59.7% 28 3.57% 3.9
Prestige Wealth Management Group
3854
Prestige Wealth Management Group
New Jersey
$165M +$2.54M +2% 2.71% 55.8% 525 8.57% 0.5
Canal Capital Management
3855
Canal Capital Management
Virginia
$165M +$7.44M +5% 2.64% 67.8% 117 17.95% 2.3
O'Dell Group
3856
O'Dell Group
Ohio
$165M +$6.39M +4% 1.91% 72.2% 60 20% 1.4
Cruiser Capital Advisors
3857
Cruiser Capital Advisors
Connecticut
$165M -$28.2M -15% 1.36% 192% 45 42.22% 0.9
HCM
3858
Highlander Capital Management
New Jersey
$165M +$3.26M +2% 2.27% 34.4% 738 6.1% 3.5
Bedel Financial Consulting
3859
Bedel Financial Consulting
Indiana
$165M +$7.75M +5% 0.59% 104% 773 8.67% 1.1
Searle & Co
3860
Searle & Co
Connecticut
$164M +$4.02M +3% 2.9% 93.8% 138 13.77% 2.3
Birchview Capital
3861
Birchview Capital
Vermont
$164M +$4.83M +3% 7.3% 327% 58 13.79% 2.1
Milestone Advisory Partners
3862
Milestone Advisory Partners
North Carolina
$164M +$9.36M +6% 2.04% 19.7% 56 12.5% 1
BM
3863
Bislett Management
California
$164M -$1.35M -0.8% 1.85% 19.8% 20 10% 4.2
Kemper Corp Master Retirement Trust
3864
Kemper Corp Master Retirement Trust
Illinois
$164M +$6.47M +4% 5.6% 21.9% 41 7.32% 4.8
Roberts, Glore & Co
3865
Roberts, Glore & Co
Illinois
$164M +$4.2M +3% 3.31% 72.3% 144 7.64% 4.1
First Commonwealth Financial Corp
3866
First Commonwealth Financial Corp
Pennsylvania
$164M +$3.85M +2% 3.36% 72.9% 155 19.35% 2.5
LC
3867
LNZ Capital
New York
$164M -$7.56M -4% 0.73% 58.8% 15 46.67% 0.3
Affiance Financial
3868
Affiance Financial
Minnesota
$164M +$4.71M +3% 2.44% 57.8% 94 5.32% 3.1
Landmark Financial Advisors
3869
Landmark Financial Advisors
Kentucky
$163M +$11M +7% 2.8% 11.8% 59 10.17% 3.4
LA
3870
LFL Advisers
Illinois
$163M +$20.5M +14% 12.9% 83% 10 10% 2.1
Courant Investment Management
3871
Courant Investment Management
Tennessee
$163M +$6.4M +4% 5.93% 35.2% 12 0% 1.6
RP Management
3872
RP Management
New York
$163M -$36.9M -18% 16.5% 208% 4 0% 0.5
VC
3873
Vision Capital
Ontario, Canada
$163M +$33.4M +26% 5.27% 19.8% 12 33.33% 0.4
Wealth Alliance Advisory Group
3874
Wealth Alliance Advisory Group
Kansas
$162M +$7.16M +5% 2.25% 72.7% 132 7.58% 1.2
Cincinnati Specialty Underwriters Insurance
3875
Cincinnati Specialty Underwriters Insurance
Ohio
$162M +$3.5M +2% 4.44% 115% 34 5.88% 4.1