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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)
Lansing Street Advisors
4226
Lansing Street Advisors
Pennsylvania
$392M +$14.7M +4% 2.94% – 152 14.47% 2
Divergent Planning
4227
Divergent Planning
Maryland
$392M +$15.4M +4% 2% 43.3% 37 8.11% 2.6
Sollinda Capital Management
4228
Sollinda Capital Management
Florida
$391M +$26.5M +7% 1.38% – 81 22.22% 1.4
Alight Capital Management
4229
Alight Capital Management
New York
$391M -$70.7M -15% 6.74% 466% 81 46.91% 0.8
Whitefort Capital Management
4230
Whitefort Capital Management
New York
$391M +$52.8M +16% 12.1% 243% 22 27.27% 1.4
Quadratic Capital Management
4231
Quadratic Capital Management
Connecticut
$391M +$68M +21% 1.71% 0.6% 2 0% 4.6
Peterson Wealth Services
4232
Peterson Wealth Services
Utah
$391M -$14.2M -3% 2.06% 160% 223 6.28% 1.7
Safeguard Investment Advisory Group
4233
Safeguard Investment Advisory Group
California
$391M -$12.2M -3% 3.06% 84.3% 166 20.48% 2.6
Strategic Advocates
4234
Strategic Advocates
Utah
$391M +$6.86M +2% 0.45% 111% 651 7.68% 0.5
Retirement Management Systems
4235
Retirement Management Systems
Maryland
$391M – – 1.92% – 54 – 0
SIIL
4236
Sinvest Investments II Ltd
$390M – – 9.75% – 1 – 0
Siemens
4237
Siemens
Germany
$390M -$38.8M -9% 83.1% 16.8% 1 0% 3.3
P2 Capital Partners
4238
P2 Capital Partners
New York
$390M -$130M -25% 0.45% 7.96% 13 23.08% 3.6
BNC Wealth Management
4239
BNC Wealth Management
Oregon
$390M -$6.14M -2% 2.96% 204% 115 14.78% 2.7
Lead Edge Capital Management
4240
Lead Edge Capital Management
New York
$390M +$11.5M +3% 6.73% 20.2% 8 0% 1.6
Flagstone Financial Management
4241
Flagstone Financial Management
Nebraska
$390M +$10.9M +3% 1.63% 46.2% 66 6.06% 2
Cadent Capital Advisors
4242
Cadent Capital Advisors
Oklahoma
$390M +$10.5M +3% 3.76% 106% 214 22.43% 1.9
Wilson Asset Management
4243
Wilson Asset Management
Australia
$390M -$14.5M -4% 2.9% 58% 50 34% 1.3
Bard Associates
4244
Bard Associates
Illinois
$389M +$12.7M +3% 2.06% 241% 260 45% 3.6
Dockside LLC
4245
Dockside LLC
New York
$389M – – 3.47% – 183 – 0
IFS
4246
Ifrah Financial Services
Arkansas
$389M +$3.58M +0.9% 1.94% 64.1% 210 4.29% 5.4
MPS Loria Financial Planners
4247
MPS Loria Financial Planners
Illinois
$389M +$12.7M +3% 2.66% 80% 88 9.09% 5.1
WA
4248
WealthTrust Axiom
Pennsylvania
$389M +$15.4M +4% 6.63% 125% 280 6.43% 6.2
Investment Advisory Group
4249
Investment Advisory Group
Massachusetts
$389M +$21M +6% 2.27% 61.6% 199 7.54% 2.6
Teramo Advisors
4250
Teramo Advisors
Florida
$388M +$20.9M +6% 2.4% 72.1% 15 33.33% 1.7