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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)
Court Place Advisors
4051
Court Place Advisors
Maryland
$319M +$8.72M +3% 0.55% 92% 164 9.15% 6.8
CCM
4052
Contrarian Capital Management
Connecticut
$318M -$48.2M -13% 8.28% 29.4% 32 18.75% 2.5
Uncommon Cents Investing
4053
Uncommon Cents Investing
Wisconsin
$318M -$8.44M -3% 2.02% 91.4% 190 3.68% 4
Oak Harbor Wealth Partners
4054
Oak Harbor Wealth Partners
North Carolina
$318M -$3.08M -1% 0.43% 64.7% 233 8.58% 2.1
DSC Meridian Capital
4055
DSC Meridian Capital
New York
$318M +$123M +63% 0.58% – 15 60% 0.2
Aries Wealth Management
4056
Aries Wealth Management
Maine
$317M +$7.07M +2% 2.29% 87.7% 217 8.29% 1.9
HA
4057
Hamel Associates
New Jersey
$317M +$5.53M +2% 1.3% 50.6% 78 11.54% 6
Myriad Asset Management US
4058
Myriad Asset Management US
Florida
$317M – – 7.91% – 1 – 0.5
Coston McIsaac & Partners
4059
Coston McIsaac & Partners
Maine
$317M +$5.91M +2% 0.7% 34.3% 865 6.59% 1.7
FSI
4060
Flow State Investments
Illinois
$317M -$32.9M -9% 0.84% – 271 40.96% 0.6
Arvin Capital Management
4061
Arvin Capital Management
Texas
$317M +$49.9M +19% 3.86% – 36 41.67% 0.3
MilWealth Group
4062
MilWealth Group
Wisconsin
$317M +$3.17M +1% 0.27% 36.8% 69 10.14% 3.8
Navalign LLC
4063
Navalign LLC
California
$317M +$15M +5% 2.65% 50.7% 120 7.5% 2.7
Meridian Investment Counsel
4064
Meridian Investment Counsel
California
$316M +$15.4M +5% 2.53% 116% 216 6.02% 6.5
PA
4065
PSI Advisors
Florida
$316M +$39.2M +14% 1.57% 58.2% 916 16.81% 2.1
SimplyRich
4066
SimplyRich
California
$316M +$6.46M +2% 3.69% 98.3% 188 10.11% 3.3
American Assets Capital Advisers
4067
American Assets Capital Advisers
California
$316M -$35.2M -10% 4.74% 73.5% 36 11.11% 3.3
O'Brien Greene & Co
4068
O'Brien Greene & Co
Pennsylvania
$316M +$11.6M +4% 1.33% 81.4% 144 12.5% 3.4
AFA
4069
Alta Fundamental Advisers
New York
$316M +$51.2M +19% 19.9% 340% 30 36.67% 1.2
EdenTree Asset Management
4070
EdenTree Asset Management
United Kingdom
$316M +$282K +0.1% 1.34% 50.2% 66 6.06% 0.9
Buckley Wealth Management
4071
Buckley Wealth Management
Nevada
$316M +$3.65M +1% 4.41% 88% 109 11.01% 4.5
Bank of Stockton
4072
Bank of Stockton
California
$315M -$8.56M -3% 1.71% 99.2% 135 8.15% 5.7
Avalon Capital Management
4073
Avalon Capital Management
California
$315M +$71.3M +29% 6.83% 151% 129 30.23% 1.4
Okabena Investment Services
4074
Okabena Investment Services
Minnesota
$315M +$15M +5% 1.77% 72.4% 115 20% 1.5
Ballast Advisors
4075
Ballast Advisors
Minnesota
$315M +$18.4M +6% 4.12% 66.7% 174 7.47% 3.6