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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)
LCNB Corp
4426
LCNB Corp
Ohio
$184M -$8.88M -5% 5.54% 75.2% 167 7.19% 3.7
Seven Springs Wealth Group
4427
Seven Springs Wealth Group
Tennessee
$184M -$15.6M -8% 3.67% 59.2% 69 24.64% 2
TFA
4428
Triad Financial Advisors
North Carolina
$184M +$3.38M +2% 4.46% – 109 12.84% 0.7
CVV
4429
Curative Ventures V
Texas
$184M +$8.36M +5% 4.76% 30.2% 1 0% 0.8
Chicago Capital Management
4430
Chicago Capital Management
Illinois
$184M +$7.57M +4% 36.8% 270% 50 80% 0.1
Triumph Capital Management
4431
Triumph Capital Management
Colorado
$184M -$5.59M -3% 5.48% 55.5% 235 33.62% 0.7
XS
4432
XR Securities
Illinois
$184M -$118M -39% 4.93% 17% 510 55.88% 0.9
Susquehanna Foundation
4433
Susquehanna Foundation
Pennsylvania
$184M -$9.47M -5% 4.86% 36.7% 4 0% 4.5
Veracity Capital
4434
Veracity Capital
Georgia
$184M -$4.39M -2% 3.59% 149% 198 17.17% 1.8
SC
4435
Sawyer & Company
Massachusetts
$183M -$13.5M -7% 5.83% 111% 176 3.98% 3.5
Norway Savings Bank
4436
Norway Savings Bank
Maine
$183M -$9.7M -5% 5.02% 117% 294 3.74% 4.4
Goodman Advisory Group
4437
Goodman Advisory Group
Massachusetts
$183M -$40.9M -18% 6.12% 88.8% 178 11.24% 0.4
Sanchez Wealth Management Group
4438
Sanchez Wealth Management Group
Florida
$183M -$18M -9% 4.44% 56.9% 35 17.14% 2.8
RDA Financial Network
4439
RDA Financial Network
Iowa
$183M -$15.1M -8% 6.63% 93.4% 216 9.72% 2.7
Prentice Wealth Management
4440
Prentice Wealth Management
New York
$183M +$84.9M +86% 5.37% 47.8% 194 77.32% 0.6
MSD Capital
4441
MSD Capital
New York
$183M -$42.6M -19% 17.9% 11.5% 5 0% 4.4
Kabouter Management
4442
Kabouter Management
Illinois
$183M +$3.45M +2% 12.7% 12.9% 11 27.27% 1
Nicollet Investment Management
4443
Nicollet Investment Management
Minnesota
$183M -$2.65M -1% 2.65% 104% 59 5.08% 3.8
Lexington Partners
4444
Lexington Partners
New York
$183M -$10.8M -6% 5.81% 1.27% 8 25% 1.3
Long Road Investment Counsel
4445
Long Road Investment Counsel
Michigan
$183M -$12.5M -6% 3.87% 53.8% 69 2.9% 6.6
Aull & Monroe Investment Management
4446
Aull & Monroe Investment Management
Alabama
$183M -$15M -8% 4.96% 98.3% 132 4.55% 6.9
Wolf Group Capital Advisors
4447
Wolf Group Capital Advisors
Virginia
$183M -$9.9M -5% 5.22% 28.2% 110 3.64% 2.7
Metavasi Capital
4448
Metavasi Capital
New York
$182M +$54.8M +43% 6.71% 840% 30 50% 0.4
CNBT
4449
Cornerstone National Bank & Trust
Illinois
$182M -$17.3M -9% 5.35% 38.5% 62 8.06% 2.4
Fluent Financial
4450
Fluent Financial
Texas
$182M -$12.8M -7% 5.11% 46.9% 69 13.04% 1.3