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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)
Chandler Asset Management
3926
Chandler Asset Management
California
$146M +$32.1M +28% 2.69% 35.6% 20 25% 0.6
Orleans Capital Management
3927
Orleans Capital Management
Louisiana
$146M +$7.2M +5% 7.19% 94.6% 91 23.08% 3.2
Mark Sheptoff Financial Planning
3928
Mark Sheptoff Financial Planning
Connecticut
$146M +$10.6M +8% 7.97% 92.4% 393 12.72% 3
Access Financial Services
3929
Access Financial Services
Minnesota
$146M +$3.68M +3% 4.52% 44.8% 69 20.29% 1.3
Ceeto Capital Group
3930
Ceeto Capital Group
Florida
$146M +$12.2M +9% 9.46% 94.4% 133 7.52% 0.9
Physicians Financial Services
3931
Physicians Financial Services
North Carolina
$145M +$12M +9% 10.1% 100% 109 2.75% 2.3
Peloton Wealth Strategists
3932
Peloton Wealth Strategists
Indiana
$145M +$7.28M +5% 8.74% 51.3% 65 20% 2.7
Crystal Rock Capital Management
3933
Crystal Rock Capital Management
Illinois
$145M +$5.09M +4% 5.32% 172% 31 6.45% 2.2
Cooper/Haims Advisors
3934
Cooper/Haims Advisors
New York
$145M +$10M +7% 3.46% 53.1% 62 14.52% 0.6
Peninsula Asset Management
3935
Peninsula Asset Management
Florida
$145M +$7.37M +5% 6.63% 44.1% 45 0% 4.2
Richmond Hill Investments
3936
Richmond Hill Investments
New York
$145M +$9.9M +7% 5.6% 55.2% 7 0% 3.4
G&S Capital
3937
G&S Capital
Colorado
$145M +$14.2M +11% 6.93% 77.2% 224 16.96% 0.6
Heritage Way Advisors
3938
Heritage Way Advisors
Illinois
$145M +$8.12M +6% 6.17% 79.4% 62 3.23% 1.5
HGI Capital Management
3939
HGI Capital Management
New York
$145M -$89.8M -38% 4.12% 47% 78 48.72% 0.4
Pecaut & Co
3940
Pecaut & Co
Iowa
$144M +$7.44M +5% 7.77% 67.6% 72 13.89% 2.2
AIS
3941
Accurate Investment Solutions
Pennsylvania
$144M +$8.26M +6% 6.51% 6.74% 591 40.27% 1.9
Global Trust Asset Management
3942
Global Trust Asset Management
Florida
$144M +$11.4M +9% 6.58% 178% 477 18.45% 0.6
HA
3943
Havens Advisors
New York
$144M -$8.79M -6% 6% 460% 47 55.32% 0.3
Mokosak Advisory Group
3944
Mokosak Advisory Group
Iowa
$144M +$8.14M +6% 3.09% 59.2% 13 23.08% 0.6
Reliant Investment Management
3945
Reliant Investment Management
Tennessee
$144M +$10M +7% 8.26% 129% 58 25.86% 2.5
Lugano Financial Advisors SA (LFA)
3946
Lugano Financial Advisors SA (LFA)
Switzerland
$144M +$39.7M +38% 2.56% 44.8% 163 22.7% 0.2
SimpliFi Inc
3947
SimpliFi Inc
California
$144M +$16.8M +13% 2.02% 26.7% 21 38.1% 0.5
VR Advisory Services
3948
VR Advisory Services
Cayman Islands
$144M -$6.4M -4% 3.59% 89.7% 27 14.81% 1
Progeny 3 Inc
3949
Progeny 3 Inc
Washington
$144M -$16.3M -10% 1.02% 96.8% 35 37.14% 1.2
Investors Asset Management of Georgia
3950
Investors Asset Management of Georgia
Georgia
$144M +$7.03M +5% 6.6% 118% 154 4.55% 3