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)
DLHL
4176
Donald L. Hagan LLC
Florida
$118M +$8.08M +7% 4.41% 47.9% 80 21.25% 1.7
BBA
4177
Braun-Bostich & Associates
Pennsylvania
$118M – – 3.16% 59.5% 314 – 0
AWA
4178
Artemis Wealth Advisors
New York
$118M +$3.94M +3% 6.29% 174% 29 10.34% 0.8
CP
4179
Covalent Partners
Massachusetts
$118M -$29.4M -20% 5.87% 36.6% 28 25% 1.3
CCC
4180
Cincinnati Casualty Company
Ohio
$118M +$1.38M +1% 6.25% 56% 27 7.41% 3.4
BT
4181
Brandywine Trust
Delaware
$118M +$5.99M +5% 5.95% 32.7% 36 5.56% 2.6
PCM
4182
Poehling Capital Management
Wisconsin
$118M – – 5.02% 70.9% 303 – 0
ACM
4183
Aubrey Capital Management
United Kingdom
$118M – – 6.48% 296% 29 – 0
II
4184
Inspire Investing
Idaho
$118M – – 3.67% 108% 931 – 0
LCM
4185
Lee Capital Management
New York
$118M -$5.88M -5% 4.73% – 90 31.11% 0.8
USG2
4186
Union Square GP 2008
New York
$117M – – 7.45% – 1 – 0
FP
4187
FDO Partners
Massachusetts
$117M -$133M -53% 1.73% – 293 75.43% 0.2
EI
4188
EDMP Inc
Florida
$117M +$6.19M +6% 6.64% 71.6% 66 3.03% 2.8
TA
4189
Townsend & Associates
Colorado
$117M – – 5.26% 54.1% 190 – 0
LCC
4190
Lincoln Capital Corp
Rhode Island
$117M +$5.26M +5% 2.84% 82% 54 24.07% 0.7
AIA
4191
Arcadia Investment Advisors
Idaho
$117M – – 4.31% 56.4% 71 – 0
SPL
4192
Smart Portfolios LLC
Washington
$117M +$12.9M +12% 1.18% 41.3% 29 58.62% 0.9
IBOK
4193
Independence Bank of Kentucky
Kentucky
$117M – – 6.33% 80.6% 330 – 0
VCM
4194
Venator Capital Management
Ontario, Canada
$117M +$20.2M +21% 6.29% 154% 40 35% 0.6
UWM
4195
USAdvisors Wealth Management
Minnesota
$117M – – 4.16% 55% 64 – 0
SHA
4196
Seneca House Advisors
Virginia
$117M – – 4.06% 58.2% 95 – 0
UBG
4197
United Bank (Georgia)
Georgia
$117M +$10.2M +10% 6% 81.2% 76 13.16% 0.9
BHBT
4198
Burke & Herbert Bank & Trust
Virginia
$117M +$6.15M +6% 6.73% 67.8% 138 5.07% 3.2
DBRC
4199
D.B. Root & Company
Pennsylvania
$117M – – 6.16% 57.3% 109 – 0
IVMX
4200
Institutional Venture Management XV
California
$117M – – 5.07% 116% 5 – 0