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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)
Old Mission Investment Co
4526
Old Mission Investment Co
Michigan
$105M – – 0.73% 82% 65 – 0
Cordasco Financial Network
4527
Cordasco Financial Network
Florida
$105M +$2.27M +2% 1.48% 31.1% 503 11.33% 2.2
Lesa Sroufe & Co
4528
Lesa Sroufe & Co
Washington
$105M -$8.32M -7% 0.85% – 63 4.76% 3
Legacy Bridge
4529
Legacy Bridge
Iowa
$105M +$1.07M +1% 1.07% 225% 306 13.07% 0.7
AW
4530
Avion Wealth
Texas
$105M – – 0.05% 45.4% 43 – 0
Townsend & Associates
4531
Townsend & Associates
Colorado
$105M -$26.4M -20% 0.68% 54.1% 84 23.81% 1.3
Leicht Financial Planning & Wealth Management
4532
Leicht Financial Planning & Wealth Management
New Jersey
$105M +$2.56M +3% 0.86% 46.3% 53 16.98% 1.1
Edgbaston Investment Partners
4533
Edgbaston Investment Partners
$105M -$14.5M -12% 8.78% 4.67% 3 0% 1.3
Lederer & Associates Investment Counsel
4534
Lederer & Associates Investment Counsel
California
$105M -$4.26M -4% 2.28% 75.5% 92 7.61% 3.1
First National Bank of South Miami
4535
First National Bank of South Miami
Florida
$105M -$2.25M -2% 0.76% 35.2% 286 2.1% 0.7
William Marsh Rice University
4536
William Marsh Rice University
Texas
$105M -$23.1M -18% 8.38% 1.81% 5 80% 0.9
HBW Advisory Services
4537
HBW Advisory Services
California
$104M – – 2.41% 68.6% 60 – 0
Financial Insights
4538
Financial Insights
Washington
$104M +$5.87M +6% 1.64% 71.9% 70 11.43% 0.6
JA
4539
JVL Advisors
Texas
$104M -$33.7M -24% 23.7% 89.4% 11 36.36% 1.7
AIM
4540
Act II Management
New York
$104M -$5.15M -5% 0.85% 43.6% 23 13.04% 2.3
Planning Directions
4541
Planning Directions
Pennsylvania
$104M +$5.71M +6% 1.54% 46.3% 60 18.33% 1.2
Oslo Asset Management AS
4542
Oslo Asset Management AS
Norway
$104M -$284M -73% 32.4% 82.7% 14 14.29% 2.8
FP
4543
Factorial Partners
New York
$104M -$155K -0.1% 0.5% 88.7% 121 25.62% 1
Jacobsen Capital Management
4544
Jacobsen Capital Management
Utah
$104M +$3.59M +4% 1.83% 86.7% 67 11.94% 0.2
Andesa Financial Management
4545
Andesa Financial Management
Pennsylvania
$103M -$2.15M -2% 3.02% 73.6% 112 13.39% 1
RK Asset Management
4546
RK Asset Management
Michigan
$103M -$966K -0.9% 1.8% 47.6% 19 10.53% 3
Delphi Management
4547
Delphi Management
Massachusetts
$103M -$8.2M -7% 2.84% 111% 100 15% 2.2
TM
4548
Titan Managers
Arizona
$103M -$2.44M -2% 0.93% 2.57% 50 84% 0.6
Stonepine Capital Management
4549
Stonepine Capital Management
Oregon
$103M -$42.2M -29% 7.67% 231% 32 40.63% 1
Market Street Wealth Management Advisors
4550
Market Street Wealth Management Advisors
Indiana
$103M -$823K -0.8% 0.59% 44% 38 5.26% 0.7