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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)
Seneca House Advisors
4126
Seneca House Advisors
Virginia
$123M +$3.48M +3% 0.57% 58.2% 100 11% 0.5
EisnerAmper Wealth Management Corporate Benefits
4127
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$123M +$3.71M +3% 0.9% 13% 38 23.68% 2.4
Measured Wealth Private Client Group
4128
Measured Wealth Private Client Group
New Hampshire
$123M – – 2.09% 84.3% 139 – 0.2
Allied Investment Advisors
4129
Allied Investment Advisors
Montana
$123M +$1.32M +1% 2.46% 68.4% 48 2.08% 0.5
Freedom Day Solutions
4130
Freedom Day Solutions
Texas
$123M +$8.21M +7% 3.28% 86.6% 81 14.81% 0.4
Gables Capital Management
4131
Gables Capital Management
Florida
$123M +$9.7M +9% 5.52% 151% 396 53.79% 0.1
Arjuna Capital
4132
Arjuna Capital
North Carolina
$123M +$4.17M +4% 4.77% 105% 96 19.79% 0.4
HPC
4133
Hobart Private Capital
North Carolina
$123M +$8.63M +8% 1.03% 60% 144 27.08% 0.4
American Trust Investment Advisors
4134
American Trust Investment Advisors
New Hampshire
$122M -$3.07M -2% 1.2% 91% 83 10.84% 1.9
GBA
4135
Garrison Bradford & Associates
New York
$122M +$4.47M +4% 4.05% 63.5% 89 10.11% 3.2
Financial Life Advisors
4136
Financial Life Advisors
Texas
$122M +$12.7M +12% 0.1% 47% 48 8.33% 0.5
Fairfield University
4137
Fairfield University
Connecticut
$122M -$75.9M -38% 1.8% 61.9% 6 66.67% 1.1
VCM
4138
Vivaldi Capital Management
Illinois
$122M -$12.1M -9% 3.21% 69.2% 167 26.95% 0.6
Capital Insight Partners
4139
Capital Insight Partners
Arizona
$122M -$1.08M -0.9% 2.22% 51.7% 81 9.88% 1.9
SV
4140
Stilwell Value
New York
$122M +$1.79M +1% 9.01% 87.9% 39 15.38% 2.2
ACM
4141
Aquilo Capital Management
California
$121M – – 7.88% 6.84% 14 – 0
A.D. Beadell Investment Counsel
4142
A.D. Beadell Investment Counsel
Wisconsin
$121M +$5.01M +4% 2.95% 83.3% 93 10.75% 2.8
Worth Venture Partners
4143
Worth Venture Partners
New Jersey
$121M +$6M +5% 1.88% 105% 135 54.81% 0.5
TTP Investments
4144
TTP Investments
California
$121M +$13.3M +12% 7.61% 197% 20 25% 0.4
HH
4145
HWG Holdings
Texas
$121M +$12.9M +12% 13.9% – 137 63.5% 0.4
Avondale Wealth Management
4146
Avondale Wealth Management
Texas
$121M -$1.32M -1% 1.89% 83.8% 100 5% 0.5
Sigma Investment Management
4147
Sigma Investment Management
Oregon
$121M +$1.5M +1% 0.32% 8.4% 20 30% 2.9
Mad River Investors
4148
Mad River Investors
Massachusetts
$120M +$16.8M +16% 14.1% 225% 30 10% 2.4
Susquehanna Foundation
4149
Susquehanna Foundation
Pennsylvania
$120M +$7.6M +7% 6.64% 36.7% 4 0% 0.3
Winthrop Partners - WNY
4150
Winthrop Partners - WNY
New York
$120M -$9.6M -7% 0.83% – 448 33.93% 0.3