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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)
Roof Eidam Maycock Peralta (REMP)
4026
Roof Eidam Maycock Peralta (REMP)
California
$268M +$8.68M +3% 5.42% 62.3% 104 10.58% 3.9
Jacobs Asset Management
4027
Jacobs Asset Management
New York
$268M +$14.8M +6% 2.9% 114% 57 38.6% 1.3
D.B. Root & Company
4028
D.B. Root & Company
Pennsylvania
$268M +$13.4M +5% 6.51% 57.3% 215 10.7% 2.2
Summit Financial Group
4029
Summit Financial Group
West Virginia
$267M +$26.5M +11% 4.55% 26.1% 197 8.12% 2.3
JCA
4030
Jade Capital Advisors
New Jersey
$267M +$16.1M +6% 0.72% 28.9% 102 51.96% 0.4
Central Asset Investments & Management Holdings
4031
Central Asset Investments & Management Holdings
Hong Kong
$267M +$93.2M +54% 7.64% 3,210% 79 53.16% 0.5
Stewardship Advisors
4032
Stewardship Advisors
Pennsylvania
$267M +$12.6M +5% 4.48% 46.1% 54 16.67% 1
Laffer Tengler Investments
4033
Laffer Tengler Investments
Tennessee
$267M +$2.71M +1% 4.7% 96.5% 447 51.01% 0.9
PCJ Investment Counsel
4034
PCJ Investment Counsel
Ontario, Canada
$267M +$12.6M +5% 13.1% 164% 93 53.76% 2
Citizens & Northern Corp
4035
Citizens & Northern Corp
Pennsylvania
$267M +$14M +6% 8.34% 73.3% 104 6.73% 4.6
Horiko Capital Management
4036
Horiko Capital Management
New York
$267M +$45.1M +20% 11.9% 275% 27 11.11% 1.8
Blue Zone Wealth Advisors
4037
Blue Zone Wealth Advisors
California
$266M +$31.3M +13% 9.56% 91.1% 86 5.81% 0.9
Proquility Private Wealth Partners
4038
Proquility Private Wealth Partners
Nevada
$266M +$15.6M +6% 5.81% 19.4% 89 5.62% 0.4
Elwood & Goetz Wealth Advisory Group
4039
Elwood & Goetz Wealth Advisory Group
Georgia
$266M +$25M +10% 4.66% 58.2% 50 12% 1.6
Blue Water Life Science Advisors
4040
Blue Water Life Science Advisors
California
$266M +$61.1M +30% 7.78% 503% 26 23.08% 0.4
AFS
4041
Aft Forsyth & Sober
Florida
$266M +$21.3M +9% 6.91% 94.6% 79 6.33% 1.9
Allied Investment Advisors
4042
Allied Investment Advisors
Montana
$266M +$32M +14% 5.66% 68.4% 58 13.79% 2.5
ICICI Prudential Asset Management
4043
ICICI Prudential Asset Management
India
$265M +$70.6M +36% 8.14% 62.1% 50 18% 1.5
Diversified Portfolios Inc
4044
Diversified Portfolios Inc
Michigan
$265M -$38.6M -13% 7.27% 38.2% 121 31.4% 2.2
Bridgefront Capital
4045
Bridgefront Capital
Texas
$265M -$55.9M -17% 4.66% 52.1% 1,024 81.25% 0.1
Sara-Bay Financial
4046
Sara-Bay Financial
Florida
$265M +$20.1M +8% 11.8% 233% 88 19.32% 0.8
Alpha Paradigm Partners
4047
Alpha Paradigm Partners
Illinois
$265M +$9.09M +4% 10.5% – 737 65.13% 0.2
LJHT
4048
Laurie J. Hall Trustee
$265M +$4.6M +2% 7.52% 105% 340 5.29% 4.5
Covenant Partners
4049
Covenant Partners
Tennessee
$265M +$13.8M +5% 6.32% 70.3% 208 6.73% 1.6
Friess Associates
4050
Friess Associates
Delaware
$265M +$7.91M +3% 16.2% 256% 124 55.65% 0.6