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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)
Perkins Capital Management
3951
Perkins Capital Management
Minnesota
$152M +$22.9M +18% 34.8% 303% 141 21.99% 2.1
SAM
3952
Security Asset Management
New York
$152M +$20.2M +15% 16.6% 67.4% 86 8.14% 3.2
Bay Colony Advisors
3953
Bay Colony Advisors
Massachusetts
$152M +$34.2M +29% 11.1% 91.8% 254 43.7% 0.5
Elevated Capital Advisors
3954
Elevated Capital Advisors
Utah
$152M – – 9.24% 46% 133 – 0
KCM
3955
Kempner Capital Management
Texas
$151M +$6.02M +4% 11.1% 60.9% 50 6% 3.7
Minot Capital
3956
Minot Capital
Colorado
$151M +$14.5M +11% 10.7% 19.6% 8 0% 0.3
Sage Rhino Capital
3957
Sage Rhino Capital
California
$151M – – 13.9% 93.9% 127 – 0
Resource Planning Group
3958
Resource Planning Group
Georgia
$151M +$17.3M +13% 6.1% 1.9% 50 14% 0.4
Lucerne Capital Management
3959
Lucerne Capital Management
Connecticut
$151M +$33M +28% 30% – 2 0% 0.8
LexAurum Advisors
3960
LexAurum Advisors
Kansas
$151M +$21.9M +17% 9.67% – 180 24.44% 0.8
Oak Asset Management
3961
Oak Asset Management
California
$151M +$15.8M +12% 12.4% 91.8% 91 9.89% 1.1
NVWM LLC
3962
NVWM LLC
Pennsylvania
$151M +$17.5M +13% 15.7% 119% 402 16.42% 0.9
Eliot Finkel Investment Counsel
3963
Eliot Finkel Investment Counsel
California
$151M +$14.2M +10% 10.1% 88.9% 39 5.13% 2.4
MPS Loria Financial Planners
3964
MPS Loria Financial Planners
Illinois
$151M +$11.4M +8% 13.1% 80% 78 16.67% 1.4
Ogorek Anthony Joseph
3965
Ogorek Anthony Joseph
New York
$151M +$25.2M +20% 11.1% 61.1% 165 5.45% 1.6
HRC
3966
Hoertkorn Richard Charles
$151M +$8.75M +6% 14.9% 172% 88 5.68% 4.1
SV
3967
Stilwell Value
New York
$151M +$17.6M +13% 15.1% 87.9% 44 18.18% 2.3
Augustine Asset Management
3968
Augustine Asset Management
Florida
$151M +$4.44M +3% 12.5% 316% 80 16.25% 2.6
Tree Line Advisors
3969
Tree Line Advisors
Hong Kong
$151M +$88.4M +142% 44.3% 670% 6 33.33% 0.2
Jackson Financial Management
3970
Jackson Financial Management
California
$151M +$60M +66% 10.4% – 42 28.57% 0.9
Hillswick Asset Management
3971
Hillswick Asset Management
Connecticut
$150M +$15.3M +11% 11.7% 40.2% 13 0% 4.1
Wela Strategies
3972
Wela Strategies
Georgia
$150M +$17.5M +13% 9.57% 51.3% 39 33.33% 1.3
Scholtz & Company
3973
Scholtz & Company
Connecticut
$150M +$34.9M +30% 17.1% 89.2% 60 33.33% 1.1
AW
3974
Alpha Windward
Massachusetts
$150M +$13.8M +10% 12.7% 33.6% 435 16.78% 2.8
Selway Asset Management
3975
Selway Asset Management
$150M +$13.6M +10% 11.8% 36.5% 80 16.25% 2.9