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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)
Stableford Capital II
4401
Stableford Capital II
Arizona
$134M -$11.1M -8% 13.5% 66.9% 79 62.03% 1
AltraVue Capital
4402
AltraVue Capital
Washington
$133M +$12.3M +10% 19.9% 221% 32 9.38% 1.3
AlphaSimPlex Group
4403
AlphaSimPlex Group
Massachusetts
$133M +$67.2M +102% 18.6% 35.5% 286 73.78% 0.4
Americana Partners
4404
Americana Partners
Texas
$133M +$35.5M +36% 27.3% 82.9% 111 23.42% 0.5
SL
4405
SIB LLC
New York
$133M +$28.9M +28% 39.1% 29.2% 26 7.69% 5.6
CSA
4406
Cottage Street Advisors
Massachusetts
$133M +$22.3M +20% 20.8% 95.8% 100 19% 3
Bennicas & Associates
4407
Bennicas & Associates
California
$133M +$20M +18% 22.4% 40.3% 82 4.88% 5.3
Kapitalo Investimentos
4408
Kapitalo Investimentos
Brazil
$133M +$94M +241% 50.5% 66.5% 25 72% 0.2
J. Safra Asset Management
4409
J. Safra Asset Management
New York
$133M +$51.6M +63% 21.6% 84.3% 21 42.86% 1.4
Baldrige Asset Management
4410
Baldrige Asset Management
Pennsylvania
$133M +$18.4M +16% 15% 43.5% 76 7.89% 1
FBT
4411
First Bank & Trust
South Dakota
$133M +$21.8M +20% 17.8% 85.6% 445 14.16% 2.1
Unified Trust Company
4412
Unified Trust Company
Kentucky
$133M -$17.2M -11% 19.7% 69.7% 57 10.53% 1.3
Axel Capital Management
4413
Axel Capital Management
New York
$133M +$56.2M +73% 45.1% 194% 46 65.22% 0.2
AllSquare Wealth Management
4414
AllSquare Wealth Management
New York
$133M +$17.8M +15% 15.1% 62.4% 508 13.39% 2.7
Horton Capital Management
4415
Horton Capital Management
Pennsylvania
$133M +$27M +26% 23.1% – 8 12.5% 0.4
Wealth Advisors of Iowa
4416
Wealth Advisors of Iowa
Iowa
$133M +$6.46M +5% 12.6% 60.9% 30 13.33% 0.2
Aristides Capital
4417
Aristides Capital
Kentucky
$133M -$5.27M -4% 49.8% 126% 196 68.88% 0.2
Juncture Wealth Strategies
4418
Juncture Wealth Strategies
Arizona
$133M +$24.1M +22% 17.1% 76.5% 107 25.23% 2.3
TrueFG
4419
TrueFG
Texas
$132M +$21.9M +20% 16.2% 54.2% 31 9.68% 0.4
Maltin Wealth Management
4420
Maltin Wealth Management
New Jersey
$132M +$14.8M +13% 16.8% 58.2% 93 27.96% 0.4
C-J Advisory
4421
C-J Advisory
California
$132M +$21.6M +19% 18.2% 39.2% 31 9.68% 3.1
MAM
4422
Marketfield Asset Management
New York
$132M +$16.2M +14% 29.8% 61.5% 40 12.5% 3.3
LWPC
4423
Legacy Wealth Partners (California)
California
$132M +$24.9M +23% 21.4% – 115 46.96% 0.3
FA
4424
Financial Advantage
Maryland
$132M +$17.8M +16% 17.1% 24.3% 169 39.64% 1.4
Sowa Financial Group
4425
Sowa Financial Group
Rhode Island
$132M +$18.5M +16% 16.9% 100% 365 6.85% 0.5