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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)
Peloton Wealth Strategists
4126
Peloton Wealth Strategists
Indiana
$123M -$22.5M -15% 12.8% 51.3% 61 11.48% 2.7
DIM
4127
DC Investments Management
Virginia
$123M -$25.2M -17% 5.47% 56.3% 343 51.9% 0.5
Quantinno Capital Management
4128
Quantinno Capital Management
New York
$123M – – 12.5% 119% 337 – 0
Mader & Shannon Wealth Management
4129
Mader & Shannon Wealth Management
Missouri
$123M -$6.25M -5% 1.42% 53.1% 27 81.48% 0.4
Lipe & Dalton
4130
Lipe & Dalton
New York
$123M -$23.8M -16% 13.4% 101% 73 10.96% 3.1
Sonata Capital Group
4131
Sonata Capital Group
Washington
$123M -$24.8M -17% 13.2% 66.5% 107 12.15% 3.5
Dean Capital Management
4132
Dean Capital Management
Kansas
$123M -$19.6M -14% 17.6% 89.7% 84 36.9% 0.9
PCC
4133
Park Circle Company
Maryland
$123M -$37.1M -23% 10% 70.5% 84 23.81% 2.5
Arkos Global Advisors
4134
Arkos Global Advisors
Texas
$122M – – 8.45% 43.6% 54 – 0
USAdvisors Wealth Management
4135
USAdvisors Wealth Management
Minnesota
$122M -$17.2M -12% 8.37% 59.6% 76 55.26% 0.7
FA
4136
Financial Advantage
Maryland
$122M -$10.2M -8% 10.2% 24.3% 101 69.31% 1
Investors Asset Management of Georgia
4137
Investors Asset Management of Georgia
Georgia
$122M -$21.2M -15% 12.4% 118% 152 5.92% 3.4
SCM
4138
Smith Capital Management
Arkansas
$122M – – 10.7% – 73 – 0
Harbour Investment Management
4139
Harbour Investment Management
Washington
$122M -$15.1M -11% 9.87% 58.8% 67 11.94% 4.5
Oakcliff Capital Partners
4140
Oakcliff Capital Partners
New York
$122M -$13.1M -10% 14.6% 133% 11 9.09% 1.2
PGM
4141
Parian Global Management
New York
$122M – – 21.9% 65.2% 15 – 0
MP
4142
Meghalaya Partners
Connecticut
$121M -$255M -68% 19.1% – 25 32% 0.8
Boyar Asset Management
4143
Boyar Asset Management
New York
$121M -$25.4M -17% 12.6% 75.5% 76 13.16% 3.9
Leonard Rickey Investment Advisors
4144
Leonard Rickey Investment Advisors
Washington
$121M -$15.8M -12% 11.4% 55.9% 79 32.91% 0.8
Pecaut & Co
4145
Pecaut & Co
Iowa
$121M -$23.3M -16% 14.2% 67.6% 76 18.42% 2.4
LCNB Corp
4146
LCNB Corp
Ohio
$121M -$20.4M -14% 10.6% 75.2% 150 14% 1.3
Paulson Wealth Management
4147
Paulson Wealth Management
Illinois
$121M +$9.7M +9% 10.6% 57.1% 141 29.79% 0.8
Ceeto Capital Group
4148
Ceeto Capital Group
Florida
$121M -$24.6M -17% 15.3% 94.4% 141 15.6% 1
Pathlight Investors
4149
Pathlight Investors
Arizona
$121M – – 12.6% – 105 – 0
Allied Investment Advisors
4150
Allied Investment Advisors
Montana
$121M -$13.5M -10% 12.2% 68.4% 44 2.27% 1