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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)
Trust Company of Kansas
4076
Trust Company of Kansas
Kansas
$171M – – 7.2% 87% 41 – 0
Voce Capital Management
4077
Voce Capital Management
California
$171M -$16.1M -9% 0.13% 69.2% 14 35.71% 1.7
Nishkama Capital LLC
4078
Nishkama Capital LLC
Puerto Rico
$170M +$77.7M +84% 18% 723% 50 86% 0.1
Vantage Financial Partners (Illinois)
4079
Vantage Financial Partners (Illinois)
Illinois
$170M +$19.3M +13% 9.31% 13.1% 79 15.19% 1.6
X-Square Capital
4080
X-Square Capital
Puerto Rico
$170M +$11.2M +7% 18.6% 158% 83 14.46% 1.3
Marvin & Palmer Associates
4081
Marvin & Palmer Associates
Delaware
$170M +$17.6M +12% 12.5% 392% 33 42.42% 1
MPS Loria Financial Planners
4082
MPS Loria Financial Planners
Illinois
$170M +$15.7M +10% 9.38% 80% 74 8.11% 2
VAM
4083
Velanne Asset Management
United Kingdom
$170M +$13.2M +8% 10.5% 29.6% 23 4.35% 0.9
Disciplina Capital Management
4084
Disciplina Capital Management
Tennessee
$169M +$2.79M +2% 3.58% 30% 17 0% 0.9
LBC
4085
Lawrence B. Cohen
$169M +$16.7M +11% 8.97% 41.8% 79 10.13% 4.2
Long Road Investment Counsel
4086
Long Road Investment Counsel
Michigan
$169M -$2.68M -2% 5.8% 53.8% 73 13.7% 4.3
Allied Investment Advisors
4087
Allied Investment Advisors
Montana
$169M +$14M +9% 9.64% 68.4% 46 2.17% 1.9
Martin Capital Partners
4088
Martin Capital Partners
Oregon
$169M +$20.6M +14% 5.55% 42.3% 63 17.46% 1.3
Beacon Harbor Wealth Advisors
4089
Beacon Harbor Wealth Advisors
Virginia
$169M +$12.8M +8% 6.26% 143% 61 27.87% 0.3
CWM
4090
Cedar Wealth Management
California
$169M +$19.7M +13% 10.1% 68.1% 197 36.55% 1.7
WealthStone
4091
WealthStone
Ohio
$169M -$19.1M -10% 4.75% – 50 34% 0.5
Wela Strategies
4092
Wela Strategies
Georgia
$169M +$7.18M +4% 3.92% 51.3% 36 5.56% 1.8
GFWEX
4093
G.F.W. Energy XI
Texas
$169M -$272M -62% 6.29% – 2 50% 1.8
Lantz Financial
4094
Lantz Financial
Illinois
$169M +$20.7M +14% 6.96% 74.3% 133 7.52% 0.7
Jefferies Financial Group
4095
Jefferies Financial Group
New York
$169M -$387M -70% 4.85% 135% 24 70.83% 0.6
Horan Capital Advisors
4096
Horan Capital Advisors
Ohio
$168M +$4.82M +3% 7.59% 26.6% 290 4.48% 1.1
SCM
4097
SCW Capital Management
Texas
$168M +$52M +45% 29.2% 179% 11 45.45% 0.6
Shaker Investments
4098
Shaker Investments
Ohio
$168M +$15.3M +10% 13.1% 205% 93 18.28% 1.8
Quaker Wealth Management
4099
Quaker Wealth Management
New Jersey
$168M – – 5.2% – 51 – 0
C-J Advisory
4100
C-J Advisory
California
$168M +$9M +6% 6.9% 39.2% 167 76.05% 3