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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)
Nations Financial Group
4251
Nations Financial Group
Iowa
$110M +$535K +0.5% 1.31% 112% 156 8.97% 1.6
AAM
4252
Ascension Asset Management
New York
$110M -$166K -0.2% 0.14% – 77 5.19% 0.2
FP
4253
Factorial Partners
New York
$110M +$1.42M +1% 1.48% 88.7% 116 24.14% 0.2
Santori & Peters Inc
4254
Santori & Peters Inc
Pennsylvania
$110M -$1.28M -1% 0.54% 103% 644 91.77% 0.3
Sunbelt Securities
4255
Sunbelt Securities
Texas
$109M +$6.51M +6% 0.24% 83.5% 194 18.04% 1.2
Taylor Hoffman Wealth Management
4256
Taylor Hoffman Wealth Management
Virginia
$109M +$4.77M +5% 4.1% 47.8% 476 11.76% 0.2
C.M. Bidwell & Associates
4257
C.M. Bidwell & Associates
Hawaii
$109M -$6.63M -6% 4.05% 70.6% 467 36.19% 0.6
FinTrust Investment Advisory Services
4258
FinTrust Investment Advisory Services
South Carolina
$109M -$4.25M -4% 0.79% – 126 13.49% 1.9
Marvin & Palmer Associates
4259
Marvin & Palmer Associates
Delaware
$109M +$12.8M +13% 3.1% 392% 44 36.36% 1.1
Financial Life Advisors
4260
Financial Life Advisors
Texas
$109M -$14.6M -12% 1.16% 47% 51 7.84% 0.2
Harbor Advisory Corp
4261
Harbor Advisory Corp
New Hampshire
$109M +$4.5M +4% 2.03% 63.2% 42 9.52% 0.2
Jackson Financial Management
4262
Jackson Financial Management
California
$109M -$503K -0.5% 1.94% – 43 23.26% 0.2
Tieton Capital Management
4263
Tieton Capital Management
Washington
$109M -$7.5M -6% 0.59% 172% 31 16.13% 2.5
Ridgewood Investments
4264
Ridgewood Investments
New Jersey
$109M -$3.06M -3% 1.12% – 155 11.61% 1
CII
4265
Chapter IV Investors
North Carolina
$109M -$58.8M -35% 7.84% 4.15% 6 0% 4.1
Schooner Capital
4266
Schooner Capital
Florida
$109M -$29.1M -21% 12.9% 31.1% 1 0% 4.8
Stringer Asset Management
4267
Stringer Asset Management
Tennessee
$109M -$3.12M -3% 1.04% 16.4% 34 52.94% 0.8
Tortoise Index Solutions
4268
Tortoise Index Solutions
Kansas
$108M -$3.79M -3% 9.98% 52.2% 109 3.67% 1.9
Robinson Value Management
4269
Robinson Value Management
Texas
$108M -$5.74M -5% 3.51% 79.3% 66 13.64% 1
Portland Investment Counsel
4270
Portland Investment Counsel
Ontario, Canada
$108M +$2.65M +3% 5.31% 108% 39 7.69% 3.1
Independent Order of Foresters
4271
Independent Order of Foresters
Ontario, Canada
$108M -$4.62M -4% 8.71% 75.1% 109 1.83% 3.7
Clarus Wealth Advisors
4272
Clarus Wealth Advisors
Arizona
$108M +$4.42M +4% 0.45% 89.7% 154 37.66% 0.2
Independence Wealth Advisors
4273
Independence Wealth Advisors
Virginia
$108M -$1.14M -1% 1.08% 34.1% 26 0% 0.3
Clearline Capital
4274
Clearline Capital
New York
$108M -$85.4M -44% 3.97% 57.4% 67 73.13% 0.2
Beaton Management Company
4275
Beaton Management Company
Massachusetts
$108M -$2.71M -2% 3.23% 95.9% 115 1.74% 0.7