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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)
Bullseye Asset Management
4401
Bullseye Asset Management
Colorado
$252M -$36.3M -13% 4.25% 81% 104 9.62% 1.4
Long Road Investment Counsel
4402
Long Road Investment Counsel
Michigan
$252M +$24.6M +11% 11.2% 64.4% 78 6.41% 5.3
Tenere Capital
4403
Tenere Capital
New York
$252M – – 8.79% 131% 25 – 0
GA
4404
Gagnon Advisors
New York
$252M -$356K -0.1% 8.15% 214% 36 8.33% 3.4
Income Research & Management
4405
Income Research & Management
Massachusetts
$251M +$10.8M +4% 0.01% 1.19% 18 16.67% 1.6
S.R. Schill & Associates
4406
S.R. Schill & Associates
Washington
$251M +$17.1M +7% 10.8% 42.7% 95 28.42% 2.6
Allegheny Financial Group
4407
Allegheny Financial Group
Pennsylvania
$251M +$32.5M +15% 9.84% 72.7% 161 8.7% 0.7
Navalign LLC
4408
Navalign LLC
California
$251M +$14.5M +6% 8.13% 50.7% 125 7.2% 0.7
Carnegie Mellon University
4409
Carnegie Mellon University
Pennsylvania
$250M – – 15.5% 61.6% 6 – 0
Brightlight Capital Management
4410
Brightlight Capital Management
Connecticut
$250M +$16.4M +7% 7.02% 202% 15 40% 1.2
Biechele Royce Advisors
4411
Biechele Royce Advisors
Indiana
$250M +$23.7M +10% 12.1% 39.2% 64 9.38% 2.3
Chase Investment Counsel
4412
Chase Investment Counsel
Virginia
$250M +$17.2M +7% 13% 350% 123 23.58% 1.7
Peloton Wealth Strategists
4413
Peloton Wealth Strategists
Indiana
$249M +$5.2M +2% 5.01% 51.3% 95 14.74% 2.5
Tealwood Asset Management
4414
Tealwood Asset Management
Minnesota
$249M +$2.1M +0.8% 8.6% 128% 143 17.48% 2.2
Veracity Capital
4415
Veracity Capital
Georgia
$249M +$16M +7% 9.05% 149% 281 25.27% 1.2
Affinity Investment Advisors
4416
Affinity Investment Advisors
California
$249M +$26.2M +12% 12.2% 189% 194 17.53% 2
KCS Wealth Advisory
4417
KCS Wealth Advisory
California
$249M +$37.6M +18% 9.19% 45.3% 169 17.16% 2.5
Alpha Paradigm Partners
4418
Alpha Paradigm Partners
Illinois
$249M -$494K -0.2% 3.79% – 720 54.17% 0.4
Sovereign Financial Group
4419
Sovereign Financial Group
Connecticut
$249M +$75M +43% 7.91% 90.7% 220 29.09% 0.7
Dynamo Administracao de Recursos
4420
Dynamo Administracao de Recursos
Brazil
$249M -$56.9M -19% 19.1% 350% 14 14.29% 1.5
Old Point Trust & Financial Services N A
4421
Old Point Trust & Financial Services N A
Virginia
$249M +$24.6M +11% 10.8% 87.3% 80 7.5% 5.7
E
4422
ETFidea
New York
$249M – – 7.65% 22.7% 109 – 0
Nicollet Investment Management
4423
Nicollet Investment Management
Minnesota
$249M +$11.2M +5% 12% 104% 68 8.82% 3
Grandview Asset Management
4424
Grandview Asset Management
Pennsylvania
$249M +$151M +156% 13.6% 200% 142 58.45% 0.5
HCM
4425
Hawkeye Capital Management
Florida
$249M – – 1.23% – 42 – 0.1