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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)
AIA
4376
AIMZ Investment Advisors
California
$225M -$7.86M -3% 1.55% 81.3% 116 6.03% 6.4
SIM
4377
SW Investment Management
Colorado
$225M -$45.1M -17% 13.2% 143% 13 38.46% 1.4
Acima Private Wealth
4378
Acima Private Wealth
Virginia
$225M +$15.8M +8% 3.43% 51.1% 262 5.34% 3.5
Webs Creek Capital Management
4379
Webs Creek Capital Management
Texas
$224M +$79.4M +55% 17.9% 133% 14 50% 0.4
LPC
4380
Lion Point Capital
New York
$224M +$3.13M +1% 4.4% 319% 37 32.43% 1.2
Vienna Insurance Group
4381
Vienna Insurance Group
Poland
$224M +$8.61M +4% 4.34% 188% 92 5.43% 0.8
Robinson Capital Management
4382
Robinson Capital Management
Michigan
$224M -$960K -0.4% 8.72% 7.8% 306 33.66% 0.9
First Pacific Financial
4383
First Pacific Financial
Washington
$224M -$11.3M -5% 4.15% 53.6% 258 15.12% 1.1
DL
4384
DOHJ LLC
Washington
$224M -$8.96M -4% 3.53% 51.5% 87 4.6% 2.8
SSCM
4385
Summit Street Capital Management
New York
$224M +$11.9M +6% 7.96% 217% 31 0% 4.9
USAdvisors Wealth Management
4386
USAdvisors Wealth Management
Minnesota
$224M +$12.9M +6% 3.4% 59.6% 109 9.17% 2.4
EisnerAmper Wealth Management Corporate Benefits
4387
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$224M +$15.1M +7% 3.08% 13% 62 19.35% 3.8
First National Advisers
4388
First National Advisers
Nebraska
$224M +$115M +106% 2.95% 87.9% 152 25% 0.8
Verum Partners
4389
Verum Partners
North Carolina
$224M +$114M +103% 2.83% 57.7% 152 44.08% 0.4
Passive Capital Management
4390
Passive Capital Management
Maryland
$224M -$11.9M -5% 4.1% 37.7% 55 7.27% 1.4
Rivermont Capital Management
4391
Rivermont Capital Management
New York
$224M +$6.46M +3% 0.57% 555% 25 44% 0.5
Syverson Strege & Co
4392
Syverson Strege & Co
Iowa
$223M -$10.1M -4% 3.33% 66.8% 62 3.23% 2.4
Nicollet Investment Management
4393
Nicollet Investment Management
Minnesota
$223M -$1.15M -0.5% 1.95% 104% 62 3.23% 4.2
RIA Advisory Group
4394
RIA Advisory Group
Iowa
$223M -$9.05M -4% 0.58% – 141 28.37% 0.5
WA
4395
Wealth Advisors
California
$223M -$11.2M -5% 3.77% 40% 71 14.08% 2.3
Guidance Capital
4396
Guidance Capital
Kentucky
$223M -$6.69M -3% 1.9% 62.6% 159 9.43% 0.2
Hayek Kallen Investment Management
4397
Hayek Kallen Investment Management
Alabama
$223M -$11.8M -5% 3.14% 71.9% 90 6.67% 5.7
Next Capital Management
4398
Next Capital Management
New York
$223M +$7.16M +3% 1.07% 61.3% 126 15.87% 2.6
G2 Capital Management
4399
G2 Capital Management
Ohio
$223M -$6.71M -3% 3.45% 55.1% 44 2.27% 1.5
Carmel Capital Partners
4400
Carmel Capital Partners
California
$223M +$28.8M +15% 2.89% 65.1% 782 48.59% 0.4