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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)
Performa Ltd (US)
4201
Performa Ltd (US)
South Carolina
$377M +$45.4M +14% 6.16% 55.8% 62 29.03% 2.5
Kelly Financial Group
4202
Kelly Financial Group
Connecticut
$377M +$31.4M +9% 5.34% – 96 12.5% 0.6
RI
4203
Rinkey Investments
California
$377M +$44.1M +13% 5.18% 42.1% 130 26.15% 1.3
Lansing Street Advisors
4204
Lansing Street Advisors
Pennsylvania
$377M +$41.1M +12% 6.88% – 149 14.77% 1.8
Bard Associates
4205
Bard Associates
Illinois
$377M +$65.7M +21% 23.3% 241% 176 10.8% 5.9
St. Clair Advisors
4206
St. Clair Advisors
Ohio
$377M -$5.61M -1% 7.11% 77.5% 81 3.7% 3.2
HCM
4207
Hudson Capital Management
New Jersey
$377M +$24.2M +7% 6.05% 66.8% 74 9.46% 4.4
MPS Loria Financial Planners
4208
MPS Loria Financial Planners
Illinois
$376M +$36.5M +11% 10.7% 80% 84 5.95% 5.1
Total Clarity Wealth Management
4209
Total Clarity Wealth Management
Illinois
$376M +$27M +8% 8.08% 73.2% 330 26.36% 1.9
Shilanski & Associates
4210
Shilanski & Associates
Alaska
$376M +$26.3M +8% 6.36% 84.2% 137 41.61% 1.9
Divergent Planning
4211
Divergent Planning
Maryland
$376M +$37.8M +11% 6.11% 43.3% 36 5.56% 2.6
Roberts Wealth Advisors
4212
Roberts Wealth Advisors
California
$376M +$28.2M +8% 7.34% 81.1% 101 9.9% 2.4
ETF Portfolio Partners
4213
ETF Portfolio Partners
Kansas
$376M +$15M +4% 5.73% 50.2% 69 7.25% 4.2
First Wilshire Securities Management
4214
First Wilshire Securities Management
California
$376M +$8.63M +2% 14% 135% 88 10.23% 5.2
NC
4215
Nokomis Capital
Texas
$376M +$74.4M +25% 30.8% 145% 66 34.85% 1.6
Boltwood Capital Management
4216
Boltwood Capital Management
California
$376M +$23.9M +7% 6.15% 63% 178 3.37% 6.3
LPWM LLC
4217
LPWM LLC
Minnesota
$375M +$32M +9% 6.76% 59.4% 86 5.81% 3.6
Millstreet Capital Management
4218
Millstreet Capital Management
Massachusetts
$375M +$20.8M +6% 9.26% – 2 0% 1.8
Bridge City Capital
4219
Bridge City Capital
Oregon
$374M +$18M +5% 8.33% 120% 113 9.73% 4.3
Magnitude Capital
4220
Magnitude Capital
New York
$374M +$48M +15% 14.7% – 1 0% 1.8
Premier Financial Group
4221
Premier Financial Group
California
$374M +$14.5M +4% 7.21% – 63 42.86% 0.1
NELSF
4222
NewGen Equity Long/Short Fund
Cayman Islands
$374M +$203M +119% 45.6% – 41 73.17% 0.1
NewGen Asset Management
4223
NewGen Asset Management
Ontario, Canada
$374M +$196M +110% 45.6% 402% 41 70.73% 0.4
Advanced Asset Management Advisors
4224
Advanced Asset Management Advisors
Ohio
$374M +$3.68M +1% 7.52% 93.6% 87 3.45% 5
Channel Wealth
4225
Channel Wealth
California
$374M +$20.2M +6% 6.83% 59.3% 191 17.28% 1.7