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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)
IAA
4276
Ironsides Asset Advisors
North Carolina
$218M -$3.78M -2% 6.78% 49.3% 98 22.45% 2.5
Algebris (UK)
4277
Algebris (UK)
United Kingdom
$218M -$4.76M -2% 1.35% 24.5% 55 65.45% 0.4
Founders Financial Alliance
4278
Founders Financial Alliance
North Carolina
$218M +$21.3M +11% 9.34% 84.9% 489 4.91% 1.7
Droms Strauss Advisors
4279
Droms Strauss Advisors
Missouri
$218M +$16.1M +8% 6.73% 68.7% 66 13.64% 1.9
7IH
4280
72 Investment Holdings
Connecticut
$218M +$91.3M +72% 79.9% 1,556% 5 0% 1.5
Affinity Investment Advisors
4281
Affinity Investment Advisors
California
$217M +$24.7M +13% 14.3% 189% 222 30.18% 2.4
SC
4282
Schulhoff & Co
Ohio
$217M +$25.3M +13% 14.5% 51.8% 120 6.67% 6.5
Norman Fields Gottscho Capital Management
4283
Norman Fields Gottscho Capital Management
New York
$217M +$9.8M +5% 9.14% 96.9% 76 14.47% 4.7
MorganRosel Wealth Management
4284
MorganRosel Wealth Management
Colorado
$217M +$17.8M +9% 9.21% 67.5% 106 31.13% 1.5
Courage Miller Partners
4285
Courage Miller Partners
Virginia
$217M +$18.7M +9% 6.32% 43.5% 71 7.04% 7.1
Almitas Capital
4286
Almitas Capital
California
$217M +$83.1M +62% 5.26% 86.1% 153 54.9% 0.5
Hayek Kallen Investment Management
4287
Hayek Kallen Investment Management
Alabama
$217M +$3.99M +2% 9.25% 71.9% 84 3.57% 5.3
Old Point Trust & Financial Services N A
4288
Old Point Trust & Financial Services N A
Virginia
$217M +$17.8M +9% 10.4% 87.3% 81 7.41% 6.5
Arjuna Capital
4289
Arjuna Capital
North Carolina
$217M +$13.5M +7% 8.59% 105% 106 23.58% 2.2
Financial Life Advisors
4290
Financial Life Advisors
Texas
$217M +$17.2M +9% 5.68% 47% 84 34.52% 1.9
Atlas Private Wealth Management
4291
Atlas Private Wealth Management
New York
$217M +$78.6M +57% 5.88% 19.8% 111 6.31% 2.4
Landmark Financial Advisors
4292
Landmark Financial Advisors
Kentucky
$217M +$27.4M +14% 8.41% 11.8% 87 9.2% 4.1
Wiser Wealth Management
4293
Wiser Wealth Management
Georgia
$216M +$25.1M +13% 5.59% 53% 38 15.79% 1.3
E
4294
ETFidea
New York
$216M +$22.3M +12% 8.37% 22.7% 113 15.93% 0.8
True Wealth Design
4295
True Wealth Design
Ohio
$216M – – 10.2% 57% 803 – 0
MBM Wealth Consultants
4296
MBM Wealth Consultants
Missouri
$216M +$8.71M +4% 6.2% 57.1% 364 29.95% 2.1
Aspen Grove Capital
4297
Aspen Grove Capital
Colorado
$216M – – 9.23% 90% 163 – 0
McElhenny Sheffield Capital Management
4298
McElhenny Sheffield Capital Management
Texas
$216M +$85M +65% 4.2% 86.3% 660 87.42% 0.1
Blueshift Asset Management
4299
Blueshift Asset Management
New Jersey
$216M -$252M -54% 6.34% 38.8% 712 75.28% 0.4
Ribbit Capital GP II
4300
Ribbit Capital GP II
California
$216M -$51.8M -19% 19.4% – 1 0% 1