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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)
SI
4476
Shaker Investments
Ohio
$216M +$9.9M +5% 7.25% 205% 96 9.38% 2.3
Financial Strategies Group
4477
Financial Strategies Group
Michigan
$216M +$23.1M +12% 4.09% 44.9% 76 11.84% 1
KA
4478
Kercheville Advisors
Texas
$216M +$16.5M +8% 10.3% 240% 128 16.41% 0.4
CAAM
4479
Cape Ann Asset Management
United Kingdom
$216M -$4.06M -2% 3.73% 199% 10 10% 1.1
AFS
4480
Access Financial Services
Minnesota
$215M +$1.69M +0.8% 4.2% 44.8% 121 24.79% 1.7
MA
4481
MBA Advisors
Pennsylvania
$215M +$32.8M +18% 5.65% 58.3% 141 10.64% 0.2
NF
4482
Nikulski Financial
Iowa
$215M +$19.7M +10% 6.92% 95.8% 127 7.09% 2
GAMC
4483
Garner Asset Management Corp
Texas
$215M +$17.2M +9% 6.02% 95.3% 170 5.88% 2.9
LIM
4484
Lagoda Investment Management
New York
$215M +$14.2M +7% 9.84% 250% 38 5.26% 3.6
SFA
4485
Spectrum Financial Alliance
Kentucky
$215M +$14.7M +7% 1.05% 185% 12 8.33% 1.9
SIA
4486
SkyView Investment Advisors
New Jersey
$214M -$11.3M -5% 5.89% 70.3% 296 2.7% 0.5
LPWM
4487
Lake Point Wealth Management
Texas
$214M – – 3.98% – 449 – 1.5
PCMC
4488
Paragon Capital Management (Colorado)
Colorado
$214M +$21.6M +11% 5.89% 109% 145 26.9% 2.1
PAM
4489
Pegasus Asset Management
New York
$214M +$17.3M +9% 8.27% 89% 74 1.35% 2.8
HW
4490
Hamilton Wealth
California
$214M +$8.33M +4% 6.8% 108% 58 25.86% 1.3
CWAG
4491
Compton Wealth Advisory Group
Virginia
$214M +$39.5M +23% 5.19% 76.1% 76 7.89% 1.9
UHC
4492
Union Heritage Capital
Michigan
$214M +$13.4M +7% 7.98% 82.1% 62 4.84% 0.2
SC
4493
Sawyer & Company
Massachusetts
$214M +$13.4M +7% 6.32% 97.4% 182 12.09% 2.7
ACM
4494
Aryeh Capital Management
Ontario, Canada
$214M +$23.3M +12% 6.06% 87.7% 12 16.67% 0.4
LA
4495
LFL Advisers
Illinois
$214M +$11M +5% 6.95% 83% 11 0% 3
ACP
4496
Arcus Capital Partners
Georgia
$214M -$1.05B -83% 4.13% 69.2% 119 18.49% 1.8
TIA
4497
Tiemann Investment Advisors
California
$214M +$13.2M +7% 7.45% 77% 214 4.67% 4.3
IF
4498
IRON Financial
Illinois
$214M +$24.2M +13% 4.34% 51.4% 123 28.46% 2.1
GCP
4499
Gill Capital Partners
Colorado
$214M +$17.5M +9% 5.05% 59% 119 6.72% 1.6
NA
4500
Newport Asia
California
$214M -$2.16M -1% 10.4% – 5 20% 3.9