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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)
SMP
4326
Santa Monica Partners
Florida
$107M +$14.1M +15% 15.9% 135% 27 3.7% 0.5
Ironwood Wealth Management (Arizona)
4327
Ironwood Wealth Management (Arizona)
Arizona
$107M – – 0.02% 31.1% 58 – 0.7
Security National Bank of Sioux City Iowa
4328
Security National Bank of Sioux City Iowa
Iowa
$107M +$53K +0% 3.5% 61% 88 15.91% 3.3
Kopp Investment Advisors
4329
Kopp Investment Advisors
Minnesota
$107M +$8.24M +8% 10.6% 109% 67 14.93% 3.1
Trellis Advisors
4330
Trellis Advisors
Washington
$107M +$1.89M +2% 1.47% 23.3% 51 29.41% 0.4
Towerpoint Wealth
4331
Towerpoint Wealth
California
$106M +$16.2M +18% 1.46% 67.7% 32 3.13% 0.5
Diametric Capital
4332
Diametric Capital
Massachusetts
$106M -$25.9M -20% 2.94% 175% 114 62.28% 0.3
Empirical Capital Management
4333
Empirical Capital Management
Tennessee
$106M – – 20.7% – 17 – 1.8
Siena Capital Partners
4334
Siena Capital Partners
Illinois
$106M +$6.33M +6% 4.98% 44.2% 28 14.29% 1.2
HCM
4335
Hall Capital Management
Rhode Island
$106M +$1.8M +2% 2.83% – 84 4.76% 2.8
Wilshire Advisors
4336
Wilshire Advisors
California
$106M -$1.11M -1% 0.66% 118% 26 3.85% 1.7
Tower View Wealth Management
4337
Tower View Wealth Management
Wisconsin
$106M +$5.94M +6% 1.55% 132% 154 14.29% 0.4
WA
4338
WP Advisors
California
$106M +$13.4M +14% 1.88% 113% 275 80% 0.3
Lucas Capital Management
4339
Lucas Capital Management
New Jersey
$106M +$2.52M +2% 3.9% 44.5% 101 11.88% 3.2
AP
4340
Arlington Partners
Alabama
$106M -$339K -0.3% 3.83% 46.4% 152 20.39% 0.4
Sanchez Wealth Management Group
4341
Sanchez Wealth Management Group
Florida
$106M +$6.62M +7% 2.82% 56.9% 24 4.17% 0.5
Deane Retirement Strategies
4342
Deane Retirement Strategies
Louisiana
$105M +$7.48M +8% 8.57% 73.4% 68 14.71% 1.5
Horan Securities
4343
Horan Securities
United States
$105M -$8.56M -8% 0.03% 50.1% 239 20.92% 1.1
OmniStar Financial Group
4344
OmniStar Financial Group
North Carolina
$105M +$397K +0.4% 1.81% 67.1% 108 20.37% 0.4
Private Wealth Group
4345
Private Wealth Group
Florida
$105M +$46.1M +78% 2.64% 52.9% 28 35.71% 0.3
Clearshares
4346
Clearshares
New York
$105M -$6M -5% 0.44% – 37 18.92% 0.4
Guardian Investment Management
4347
Guardian Investment Management
California
$105M +$10.8M +12% 1.41% 89.7% 57 17.54% 3.3
Rho Capital Partners
4348
Rho Capital Partners
New York
$105M +$33.6M +47% 48% – 5 20% 1.6
Congress Park Capital
4349
Congress Park Capital
New York
$104M +$6.93M +7% 4.87% 99.9% 98 7.14% 0.4
Lugano Financial Advisors SA (LFA)
4350
Lugano Financial Advisors SA (LFA)
Switzerland
$104M – – 0.28% 44.8% 131 – 0