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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)
Lion Street Advisors
4476
Lion Street Advisors
Texas
$270M +$25.3M +10% 0.41% 38% 283 19.08% 1.4
Oxler Private Wealth
4477
Oxler Private Wealth
New York
$270M +$15.1M +6% 4.57% 119% 88 7.95% 2.6
RFG
4478
RFP Financial Group
Georgia
$270M +$13.9M +5% 1.72% 53.2% 952 13.13% 1
First Washington Corp
4479
First Washington Corp
Washington
$270M +$8.55M +3% 3.62% 142% 59 6.78% 3.9
Greenfield Seitz Capital Management
4480
Greenfield Seitz Capital Management
Texas
$270M +$1.59M +0.6% 1.19% – 108 8.33% 0.5
Benchmark Financial Wealth Advisors
4481
Benchmark Financial Wealth Advisors
Florida
$270M +$8.21M +3% 2.84% 81.6% 92 4.35% 2.6
Value Star Asset Management
4482
Value Star Asset Management
Hong Kong
$270M -$20.1M -7% 9.56% – 24 33.33% 0.9
Glassy Mountain Advisors
4483
Glassy Mountain Advisors
Maryland
$270M +$4.07M +2% 2.3% 91.5% 56 3.57% 0.9
Passive Capital Management
4484
Passive Capital Management
Maryland
$269M +$13.9M +5% 0.46% 37.7% 67 13.43% 1.7
BNC Wealth Management
4485
BNC Wealth Management
Oregon
$269M +$35.5M +15% 7.48% 204% 112 21.43% 2.3
West Branch Capital
4486
West Branch Capital
Massachusetts
$269M +$21.3M +9% 10.3% 156% 438 5.48% 3
Highland Financial Advisors
4487
Highland Financial Advisors
New Jersey
$269M +$19.1M +8% 2.47% 70% 58 13.79% 1.4
Flagstone Financial Management
4488
Flagstone Financial Management
Nebraska
$269M +$10M +4% 0.71% 43.9% 45 4.44% 1.2
First United Bank & Trust
4489
First United Bank & Trust
Maryland
$269M -$1.38M -0.5% 2.14% 78% 423 6.86% 2.5
Auour Investments
4490
Auour Investments
Massachusetts
$269M -$2.47M -0.9% 0.88% 35.5% 82 7.32% 0.9
SM
4491
Samjo Management
New York
$268M -$15.8M -6% 1.47% – 58 13.79% 0.5
Newbridge Financial Services Group
4492
Newbridge Financial Services Group
Florida
$268M +$39.4M +17% 7.27% 189% 1,257 19.97% 2.2
Westwood Wealth Management
4493
Westwood Wealth Management
California
$268M +$63.9M +31% 22.2% 425% 43 6.98% 1.6
First Citizens Asset Management
4494
First Citizens Asset Management
North Carolina
$268M +$4.24M +2% 1.28% 44.2% 33 0% 1.4
Hayek Kallen Investment Management
4495
Hayek Kallen Investment Management
Alabama
$268M +$7.27M +3% 4.27% 71.9% 95 5.26% 6
BBJS Financial Advisors
4496
BBJS Financial Advisors
Washington
$268M -$12.2M -4% 2.48% – 189 36.51% 0.9
Seascape Capital Management
4497
Seascape Capital Management
New Hampshire
$268M -$921K -0.3% 0.84% 111% 107 10.28% 2.7
Sovereign Investment Advisors
4498
Sovereign Investment Advisors
Arizona
$268M -$21.7M -7% 0.4% 43.7% 34 2.94% 3.6
Central Asset Investments & Management Holdings
4499
Central Asset Investments & Management Holdings
Hong Kong
$268M +$145M +118% 19.1% 3,210% 67 55.22% 0.6
Towarzystwo Funduszy Inwestycyjnych PZU SA
4500
Towarzystwo Funduszy Inwestycyjnych PZU SA
$268M +$31.8M +13% 7.48% – 589 6.96% 2.3