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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)
Access Investment Management
4126
Access Investment Management
Georgia
$328M +$20.6M +7% 9.14% – 113 16.81% 0.6
Prevail Innovative Wealth Advisors
4127
Prevail Innovative Wealth Advisors
Kansas
$328M +$45.6M +16% 2.69% 31.3% 207 53.14% 0.4
Sanchez Wealth Management Group
4128
Sanchez Wealth Management Group
Florida
$328M +$19.5M +6% 5.53% 61.1% 41 9.76% 3.6
Old Mission Investment Co
4129
Old Mission Investment Co
Michigan
$328M +$18.2M +6% 6.68% 82% 125 8.8% 3.5
Knuff & Co
4130
Knuff & Co
California
$328M +$19.5M +6% 7.69% 85.8% 140 15.71% 3.8
Barry Investment Advisors
4131
Barry Investment Advisors
Massachusetts
$327M +$30.3M +10% 8.29% 66.7% 119 5.88% 3.6
HA
4132
Hamel Associates
New Jersey
$327M +$9.9M +3% 6.54% 50.6% 78 7.69% 6.2
Midwest Professional Planners Ltd (MPPL)
4133
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$327M +$27.9M +9% 5.46% 136% 157 8.28% 3.1
MSH Capital Advisors
4134
MSH Capital Advisors
Arizona
$327M +$27.7M +9% 7.99% 66.5% 234 8.12% 2
Mason & Associates (Virginia)
4135
Mason & Associates (Virginia)
Virginia
$327M +$22.2M +7% 5.32% – 37 2.7% 0.3
Jentner Corp
4136
Jentner Corp
Ohio
$327M +$25.6M +8% 5.35% 38.9% 58 10.34% 3.5
Fairhaven Wealth Management
4137
Fairhaven Wealth Management
Illinois
$327M +$24.7M +8% 7.34% – 129 7.75% 3.1
Muhlenkamp & Co
4138
Muhlenkamp & Co
Pennsylvania
$326M +$5.9M +2% 9.14% 107% 29 3.45% 4.7
FCA Corp
4139
FCA Corp
Texas
$326M +$13.6M +4% 6.47% 57.4% 192 10.42% 4.7
BPIA
4140
Broad Peak Investment Advisers
Singapore
$326M -$98.8M -23% 0.37% – 13 30.77% 0.3
Cavalier Investments
4141
Cavalier Investments
Georgia
$326M +$1.02M +0.3% 4.97% 171% 88 14.77% 1.6
Mandatum Life Insurance Company
4142
Mandatum Life Insurance Company
Finland
$326M +$27.3M +9% 6.26% 95.9% 89 12.36% 4.7
GE Investment Management
4143
GE Investment Management
Connecticut
$326M -$43.8M -12% 5.98% – 5 0% 0.7
Zimmermann Investment Management & Planning
4144
Zimmermann Investment Management & Planning
Pennsylvania
$326M +$26.6M +9% 4.46% 31.6% 156 23.72% 1.2
Prudent Investors Network
4145
Prudent Investors Network
California
$326M +$49.2M +18% 4.63% – 57 29.82% 1.9
American Assets Capital Advisers
4146
American Assets Capital Advisers
California
$326M +$10M +3% 9.88% 73.5% 38 10.53% 3.2
Oak Family Advisors
4147
Oak Family Advisors
Illinois
$325M +$33.7M +12% 5.38% 81.9% 139 13.67% 2.2
Permit Capital
4148
Permit Capital
Pennsylvania
$325M +$59.1M +22% 19.2% 121% 31 3.23% 5
Cadent Capital Advisors
4149
Cadent Capital Advisors
Oklahoma
$325M +$74.1M +30% 8.01% 106% 166 21.69% 1.8
Battery Management Corp
4150
Battery Management Corp
Massachusetts
$325M -$55.9M -15% 13.8% 45.1% 5 0% 3