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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)
WFI
4401
West Family Investments
California
$294M -$39.8M -12% 7.04% 116% 307 22.48% 1.5
ShankerValleau Wealth Advisors
4402
ShankerValleau Wealth Advisors
Illinois
$294M +$60M +26% 9.9% 60.3% 32 18.75% 1.6
Monterey Private Wealth
4403
Monterey Private Wealth
California
$294M +$26M +10% 6.99% 29.8% 130 13.85% 2.7
AYAL Capital Advisors
4404
AYAL Capital Advisors
Ontario, Canada
$293M +$30.1M +11% 8.7% – 48 66.67% 0.2
Astoria Portfolio Advisors
4405
Astoria Portfolio Advisors
New York
$293M +$13.5M +5% 6.14% 75.4% 221 17.65% 1.5
Bard Associates
4406
Bard Associates
Illinois
$293M +$32.1M +12% 14.1% 241% 182 8.24% 5.5
ITIM
4407
Indiana Trust & Investment Management
Indiana
$293M +$20.7M +8% 5.89% 114% 500 12.4% 2.3
BDA
4408
Borer Denton & Associates
Pennsylvania
$293M +$17.7M +6% 6.88% 44.2% 61 8.2% 2.1
Provident Wealth Management
4409
Provident Wealth Management
Tennessee
$293M +$19.7M +7% 6.51% 61.1% 130 12.31% 2.2
Chesapeake Wealth Management
4410
Chesapeake Wealth Management
Virginia
$293M +$17.3M +6% 6.56% 65.9% 161 6.21% 4.9
AIA
4411
AIMZ Investment Advisors
California
$293M +$13.9M +5% 6.88% 81.3% 126 7.14% 6.6
White Pine Capital
4412
White Pine Capital
Minnesota
$293M +$28.8M +11% 9.23% 143% 222 8.56% 6
Iron Horse Wealth Management
4413
Iron Horse Wealth Management
Iowa
$293M +$30.7M +12% 6.66% 29.1% 512 6.25% 1.7
XC
4414
XY Capital
Hong Kong
$292M +$134M +85% 17.4% 52.8% 124 65.32% 0.4
Magnitude Capital
4415
Magnitude Capital
New York
$292M +$40.6M +16% 16.2% – 1 0% 0.8
CJM Wealth Advisers
4416
CJM Wealth Advisers
Virginia
$292M +$20M +7% 5.85% 76.8% 69 7.25% 2
Westend Capital Management
4417
Westend Capital Management
California
$292M +$7.16M +3% 7.32% – 254 13.39% 1.4
Hillman Capital Management
4418
Hillman Capital Management
Maryland
$292M +$8.35M +3% 4.22% 20.2% 56 12.5% 3.3
Pacifica Capital Investments
4419
Pacifica Capital Investments
Texas
$291M +$13M +5% 11.8% 70.4% 18 11.11% 7.4
Morgan Dempsey Capital Management
4420
Morgan Dempsey Capital Management
Wisconsin
$291M -$8.44M -3% 11.4% 52.1% 131 21.37% 3.1
Ogorek Anthony Joseph
4421
Ogorek Anthony Joseph
New York
$291M +$3.54M +1% 5.04% 61.1% 296 14.19% 4
Ruedi Wealth Management
4422
Ruedi Wealth Management
Illinois
$291M +$37.4M +15% 5.77% 44.9% 497 32.19% 1.1
Rench Wealth Management
4423
Rench Wealth Management
Texas
$291M +$12.5M +4% 3.54% 106% 45 0% 5.7
Millstreet Capital Management
4424
Millstreet Capital Management
Massachusetts
$291M +$39.5M +16% 15.7% – 3 0% 0.8
Formula Growth
4425
Formula Growth
Quebec, Canada
$291M +$16M +6% 12.9% 118% 130 32.31% 3.3