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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)
SCA
4126
Sander Capital Advisors
Washington
$166M +$15M +10% 12.5% 113% 9 22.22% 1.8
Global Trust Asset Management
4127
Global Trust Asset Management
Florida
$166M +$15.4M +10% 7.91% 178% 440 15.23% 1.5
Woodard & Company Asset Management Group
4128
Woodard & Company Asset Management Group
North Carolina
$166M +$8.78M +6% 8.58% 84.8% 79 26.58% 0.7
DeDora Capital
4129
DeDora Capital
California
$166M +$21.6M +15% 9.1% 91.2% 127 36.22% 1.2
ELCO Management
4130
ELCO Management
New York
$166M -$177K -0.1% 3.76% 98.3% 162 16.67% 1.9
HM Capital Management
4131
HM Capital Management
Missouri
$166M +$7.56M +5% 7.88% 29.6% 43 0% 3.7
SLA
4132
Silver Lake Advisory
Utah
$166M +$10.9M +7% 5.48% 76.7% 84 10.71% 3.8
Ayalon Insurance Company
4133
Ayalon Insurance Company
Israel
$166M +$17.3M +12% 9.85% 99.6% 129 14.73% 1.6
Leonard Rickey Investment Advisors
4134
Leonard Rickey Investment Advisors
Washington
$166M +$15.3M +10% 6.17% 55.9% 90 20% 1.3
Sonata Capital Group
4135
Sonata Capital Group
Washington
$166M +$18.1M +12% 7.06% 66.5% 115 8.7% 3.4
Hapanowicz & Associates Financial Services
4136
Hapanowicz & Associates Financial Services
Pennsylvania
$166M +$8.9M +6% 4.18% 58.5% 23 30.43% 1.7
Augustine Asset Management
4137
Augustine Asset Management
Florida
$165M +$16.9M +11% 13.3% 316% 81 22.22% 2.4
Mokosak Advisory Group
4138
Mokosak Advisory Group
Iowa
$165M +$14M +9% 5.95% 59.2% 27 18.52% 1.1
Fortis Advisors
4139
Fortis Advisors
Pennsylvania
$165M -$47.4M -22% 5.86% 72.8% 342 16.37% 1.5
RV Capital
4140
RV Capital
Switzerland
$165M +$25.7M +18% 12.3% 250% 5 20% 0.8
Single Point Partners
4141
Single Point Partners
Massachusetts
$165M – – 5.8% 56.4% 63 – 0
SV Health Investors
4142
SV Health Investors
Massachusetts
$165M +$22.7M +16% 30.5% 97.4% 10 0% 2.6
RCM
4143
Ratan Capital Management
Florida
$165M -$24.1M -13% 8.04% 616% 39 46.15% 0.5
QGA
4144
Q Global Advisors
Texas
$165M +$24.3M +17% 11.4% 79% 32 15.63% 0.8
Cheyne Capital Management (UK)
4145
Cheyne Capital Management (UK)
United Kingdom
$165M +$6.58M +4% 10.1% 35.6% 46 21.74% 1
Fairmount Funds Management
4146
Fairmount Funds Management
Pennsylvania
$165M – – 53.7% 2,136% 15 – 0
Ullmann Wealth Partners Group
4147
Ullmann Wealth Partners Group
Florida
$165M +$2.53M +2% 7.47% 62.2% 68 13.24% 2.1
AlphaCore Capital
4148
AlphaCore Capital
California
$165M – – 7.22% 85.9% 132 – 0
JRM Investment Counsel
4149
JRM Investment Counsel
Nebraska
$165M +$13.8M +9% 5.86% 65.5% 29 10.34% 3.4
Financial Life Advisors
4150
Financial Life Advisors
Texas
$165M +$6.91M +4% 4.01% 47% 47 6.38% 1.9