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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)
ECM
4476
EII Capital Management
New York
$211M -$1.29M -0.6% 0.55% 46.9% 195 7.69% 3.3
Soditic Asset Management
4477
Soditic Asset Management
United Kingdom
$211M +$13.1M +7% 0.32% 23.4% 19 10.53% 0.7
Geneva Partners
4478
Geneva Partners
Wisconsin
$211M -$7.28M -3% 2.4% 417% 114 43.86% 1.5
DL
4479
DOHJ LLC
Washington
$211M +$21M +11% 0.05% 51.5% 116 25.86% 1.1
Kercheville Advisors
4480
Kercheville Advisors
Texas
$211M -$4.88M -2% 0.01% 261% 125 16% 0.6
Lowe Wealth Advisors
4481
Lowe Wealth Advisors
Maryland
$211M +$2.02M +1% 0.29% 63.3% 308 8.12% 4
Madrona Financial Services
4482
Madrona Financial Services
Washington
$211M +$16M +8% 0.85% 85.1% 68 20.59% 2.5
AAFMAA Wealth Management & Trust
4483
AAFMAA Wealth Management & Trust
North Carolina
$211M -$7.18M -3% 2.4% 62.3% 68 10.29% 0.6
Chartist Inc
4484
Chartist Inc
California
$211M -$6.09M -3% 0.21% – 36 8.33% 3.4
Venator Capital Management
4485
Venator Capital Management
Ontario, Canada
$210M -$83.9M -29% 2.89% 154% 72 26.39% 0.6
Paulson Wealth Management
4486
Paulson Wealth Management
Illinois
$210M +$3.8M +2% 1.26% 57.1% 97 13.4% 2.3
Boundary Creek Advisors
4487
Boundary Creek Advisors
New York
$210M +$152M +261% 5% 15% 27 44.44% 0.2
SCM
4488
Stonehill Capital Management
New York
$210M +$4.7M +2% 0.92% 117% 19 21.05% 0.9
Total Clarity Wealth Management
4489
Total Clarity Wealth Management
Illinois
$210M +$31.2M +17% 0.75% 73.2% 985 79.8% 0.2
Tiemann Investment Advisors
4490
Tiemann Investment Advisors
California
$210M -$3.43M -2% 0.29% 77% 215 4.19% 4.6
Benchmark Financial Wealth Advisors
4491
Benchmark Financial Wealth Advisors
Florida
$210M +$882K +0.4% 0.75% 81.6% 72 13.89% 1.6
Adirondack Trust Company
4492
Adirondack Trust Company
New York
$210M +$12M +6% 0.29% 96.7% 429 8.62% 4.7
Kestrel Investment Management
4493
Kestrel Investment Management
California
$210M -$44.5M -17% 0.11% 89.2% 44 11.36% 1.5
Keeler Thomas Management
4494
Keeler Thomas Management
Utah
$210M +$5.51M +3% 0.56% 52.1% 77 9.09% 2.1
CP
4495
Columbus Point
United Kingdom
$210M -$14.4M -6% 1.4% – 20 25% 0.5
Seaview Investment Managers
4496
Seaview Investment Managers
Florida
$210M +$14.1M +7% 2.82% 148% 128 64.06% 0.3
Omega Financial Group
4497
Omega Financial Group
California
$210M +$2.79M +1% 1.21% 47% 64 4.69% 2.2
Triton Wealth Management
4498
Triton Wealth Management
Arizona
$210M +$34.8M +20% 2.33% – 123 16.26% 1
PBMares Wealth Management
4499
PBMares Wealth Management
Virginia
$210M +$26.2M +14% 1.36% 67.7% 155 10.97% 1.2
Guardian Life Insurance
4500
Guardian Life Insurance
New York
$210M – – 1.11% – 3 – 0.3