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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)
Strategic Investment Solutions
4251
Strategic Investment Solutions
Illinois
$437M +$23.3M +6% 15.3% – 759 16.21% 1.9
Westend Capital Management
4252
Westend Capital Management
California
$437M +$104M +31% 21.9% – 309 40.13% 1.6
IDG-Accel China Capital II Associates
4253
IDG-Accel China Capital II Associates
California
$437M -$231M -35% 34.4% – 1 0% 0.5
City State Bank
4254
City State Bank
Iowa
$436M +$51.1M +13% 19.8% 79.1% 821 5.97% 3.3
Boltwood Capital Management
4255
Boltwood Capital Management
California
$436M +$44.3M +11% 13.4% 63% 195 7.18% 6.5
AWA
4256
Aquire Wealth Advisors
Utah
$436M +$55.8M +15% 11.9% 60.2% 55 12.73% 2.9
Prosperity Planning
4257
Prosperity Planning
Missouri
$436M +$41.6M +11% 7.89% 43.5% 120 8.33% 3.2
Monarch Capital Management
4258
Monarch Capital Management
Indiana
$436M +$27.6M +7% 12.9% 77% 132 5.3% 8.4
Bare Financial Services
4259
Bare Financial Services
Pennsylvania
$436M +$57.5M +15% 11.3% – 1,946 19.42% 0.8
Able Wealth Management
4260
Able Wealth Management
New Jersey
$436M +$61.8M +17% 13.2% 58.1% 206 44.66% 1
Peak Financial Management
4261
Peak Financial Management
Massachusetts
$436M +$41.6M +11% 10.3% 58.2% 120 21.67% 4.2
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
4262
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$435M +$4M +0.9% 10.2% – 2 0% 1.3
Goodman Advisory Group
4263
Goodman Advisory Group
Massachusetts
$435M +$49.6M +13% 20.4% 88.8% 185 63.78% 1.6
LCM
4264
Lionstone Capital Management
New York
$435M +$22M +5% 5.77% 74.1% 12 8.33% 4.8
MPS Loria Financial Planners
4265
MPS Loria Financial Planners
Illinois
$435M +$56M +15% 14.6% 80% 98 16.33% 5.1
One Charles Private Wealth Services
4266
One Charles Private Wealth Services
Massachusetts
$434M +$34.8M +9% 11.8% 99.7% 180 13.89% 2.9
Cape Ann Asset Management
4267
Cape Ann Asset Management
United Kingdom
$434M -$5.9M -1% 2.09% 199% 12 8.33% 2.5
Carr Financial Group
4268
Carr Financial Group
Massachusetts
$434M +$55.3M +15% 15.1% 66.1% 190 12.63% 2.4
New Republic Capital
4269
New Republic Capital
North Carolina
$434M +$137M +46% 18.2% 91.4% 372 21.51% 1.8
NICM
4270
Neo Ivy Capital Management
New York
$434M +$55M +14% 22% – 520 73.08% 0.3
Hussman Strategic Advisors
4271
Hussman Strategic Advisors
Maryland
$434M -$28.5M -6% 8.02% 41.6% 334 50.6% 2
DCM
4272
Divisar Capital Management
California
$434M +$41.6M +11% 48.4% 194% 28 7.14% 3.5
Seafarer Capital Partners
4273
Seafarer Capital Partners
California
$434M -$1.86M -0.4% 5.28% 43% 9 0% 3.6
CEI
4274
Clark Estates Inc
New York
$434M +$17.5M +4% 6.94% 34.5% 108 26.85% 2.5
Bay Harbor Wealth Management
4275
Bay Harbor Wealth Management
Maryland
$434M +$47.9M +12% 12.1% 47.9% 1,354 8.57% 1.4