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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)
PA
4151
PSI Advisors
Florida
$337M -$4.4M -1% 0.9% 58.2% 948 11.92% 2.4
Roberts, Glore & Co
4152
Roberts, Glore & Co
Illinois
$337M -$8.73M -3% 0.27% 72.3% 216 6.94% 6.3
Westend Capital Management
4153
Westend Capital Management
California
$337M +$45.1M +15% 19.7% – 254 15.35% 1.7
OTL
4154
Oak Thistle LLC
New York
$337M +$29.2M +9% 1.38% 58.3% 578 65.74% 0.2
Compton Financial Group
4155
Compton Financial Group
Maryland
$336M +$5.44M +2% 2.75% 37.7% 34 8.82% 2.9
Fourth Sail Capital
4156
Fourth Sail Capital
Cayman Islands
$336M -$61.6M -15% 6.92% – 28 39.29% 0.6
Sovereign Investment Advisors
4157
Sovereign Investment Advisors
Arizona
$336M +$31.2M +10% 0.46% 43.7% 94 64.89% 1.4
Astoria Strategic Wealth
4158
Astoria Strategic Wealth
Texas
$336M -$5.33M -2% 1.7% 42.1% 35 11.43% 3.5
Garden State Investment Advisory Services
4159
Garden State Investment Advisory Services
New Jersey
$336M +$24M +8% 3.71% 94% 301 21.93% 1.2
Old Mission Investment Co
4160
Old Mission Investment Co
Michigan
$336M +$8.27M +3% 0.8% 82% 128 13.28% 3.6
MBM Wealth Consultants
4161
MBM Wealth Consultants
Missouri
$336M +$18.9M +6% 1.05% 57.1% 113 14.16% 3.5
Uncommon Cents Investing
4162
Uncommon Cents Investing
Wisconsin
$336M -$20.1M -6% 1.17% 91.4% 444 55.63% 4.2
Reverence Capital Partners
4163
Reverence Capital Partners
New York
$336M -$38.6M -10% 16.9% 5.38% 1 0% 0.8
WA
4164
WealthTrust Axiom
Pennsylvania
$336M -$1.9M -0.6% 1.64% 125% 270 7.78% 6.2
Brooklyn Investment Group
4165
Brooklyn Investment Group
New York
$336M +$31.6M +10% 4.75% – 1,959 47.78% 0.2
Greencape Capital
4166
Greencape Capital
Australia
$335M -$36.5M -10% 11.6% 98.1% 3 0% 3.4
West Wealth Group
4167
West Wealth Group
California
$335M +$26.6M +9% 0.78% 79.8% 97 17.53% 1.5
Brown, Lisle/Cummings
4168
Brown, Lisle/Cummings
Rhode Island
$335M +$5.97M +2% 0.35% 82.3% 666 11.26% 2.2
Meridian Investment Counsel
4169
Meridian Investment Counsel
California
$335M +$4.17M +1% 1.16% 116% 224 10.27% 6.4
Midwest Professional Planners Ltd (MPPL)
4170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$335M +$7.78M +2% 3.41% 136% 169 18.93% 3.2
Mason & Associates (Virginia)
4171
Mason & Associates (Virginia)
Virginia
$335M +$7.98M +2% 0.93% – 39 5.13% 0.5
AFA
4172
Alta Fundamental Advisers
New York
$334M -$12.7M -4% 12% 340% 34 32.35% 1.6
Freedom Day Solutions
4173
Freedom Day Solutions
Texas
$334M +$12.6M +4% 0.46% 86.6% 108 16.67% 3.3
Flagship Pioneering
4174
Flagship Pioneering
Massachusetts
$334M -$258M -44% 41.2% 13.3% 6 16.67% 5.1
Engle Capital Management
4175
Engle Capital Management
Connecticut
$334M -$5.85M -2% 16.7% 398% 29 48.28% 0.6