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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)
UG Investment Advisers
4151
UG Investment Advisers
Taiwan
$302M -$15.1M -5% 13.1% 183% 14 28.57% 0.9
Sapience Investments
4152
Sapience Investments
California
$302M -$118M -28% 6.64% 54.9% 86 6.98% 3.2
Biechele Royce Advisors
4153
Biechele Royce Advisors
Indiana
$302M -$3.85M -1% 4.58% 39.2% 68 14.71% 3.5
Nikulski Financial
4154
Nikulski Financial
Iowa
$302M +$28.4M +10% 8.62% 107% 140 10.71% 3.6
BC
4155
Bruce & Co
Illinois
$301M +$14.9M +5% 7.44% 94.5% 39 5.13% 5.6
Old Mission Investment Co
4156
Old Mission Investment Co
Michigan
$301M +$15.6M +5% 7.49% 82% 119 5.04% 3.2
Frisch Financial Group
4157
Frisch Financial Group
New York
$301M +$35.8M +14% 8.1% 66.6% 140 15.71% 2.6
MFF
4158
Mango Five Family
Nevada
$301M +$35.3M +13% 29.7% – 90 30% 0.2
Ayalon Insurance Company
4159
Ayalon Insurance Company
Israel
$301M +$25.3M +9% 10.1% 99.6% 76 15.79% 4
Angelo Gordon & Co
4160
Angelo Gordon & Co
New York
$301M -$15.2M -5% 1.33% 90.1% 78 28.21% 1
Meridian Investment Counsel
4161
Meridian Investment Counsel
California
$301M +$9.41M +3% 9.15% 116% 212 5.66% 6.5
Carr Financial Group
4162
Carr Financial Group
Massachusetts
$301M +$30.3M +11% 6.81% 66.1% 187 13.37% 1
Okabena Investment Services
4163
Okabena Investment Services
Minnesota
$300M +$43.4M +17% 7.17% 72.4% 104 12.5% 1.5
Charles-Lim Capital
4164
Charles-Lim Capital
Hong Kong
$300M -$48.9M -14% 6.04% 4.44% 8 50% 3
FTV Management Company
4165
FTV Management Company
California
$300M -$14.6M -5% 4.64% 15.1% 1 0% 2.3
Siena Capital Partners
4166
Siena Capital Partners
Illinois
$300M -$18.8M -6% 2.99% 44.2% 106 8.49% 3.6
Barry Investment Advisors
4167
Barry Investment Advisors
Massachusetts
$300M +$4.39M +1% 4.88% 66.7% 124 17.74% 3.2
GoalVest Advisory
4168
GoalVest Advisory
New York
$300M +$72.5M +32% 10.1% 94.8% 482 39.63% 1.2
AMJ Financial Wealth Management
4169
AMJ Financial Wealth Management
Virginia
$299M +$61.8M +26% 24.5% 167% 86 30.23% 1.1
NC
4170
Nokomis Capital
Texas
$299M -$27.1M -8% 7.1% 145% 62 43.55% 1.7
Atlas Private Wealth Advisors
4171
Atlas Private Wealth Advisors
New Jersey
$299M -$239M -44% 5.5% 57.8% 170 40% 2.2
Meritech Capital Associates V
4172
Meritech Capital Associates V
California
$299M -$112M -27% 10.4% 133% 6 50% 3.2
Mandatum Life Insurance Company
4173
Mandatum Life Insurance Company
Finland
$299M +$29.5M +11% 11.3% 108% 90 20% 4.5
Wellington Shields & Co
4174
Wellington Shields & Co
New York
$298M +$27.3M +10% 11.7% 127% 311 8.04% 3.1
My Legacy Advisors
4175
My Legacy Advisors
Oregon
$298M +$21.4M +8% 7.13% 49.1% 221 12.22% 1.4