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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)
SA
4526
Shilanski & Associates
Alaska
$211M +$23.4M +12% 5.79% 84.2% 123 22.76% 1
ACM
4527
AREX Capital Management
New York
$211M +$40.7M +24% 3.84% 36.2% 20 50% 0.5
XSC
4528
X-Square Capital
Puerto Rico
$211M -$5.77M -3% 12.7% 158% 146 25.34% 1.3
LP
4529
Lexington Partners
New York
$211M +$14.3M +7% 7.16% 1.27% 4 25% 1.6
AMIM
4530
Aull & Monroe Investment Management
Alabama
$210M +$5M +2% 3.43% 98.3% 137 4.38% 5.7
SHWM
4531
Smith & Howard Wealth Management
Georgia
$210M +$11.2M +6% 5.08% 40.4% 65 7.69% 3.4
DLG
4532
Daniel L. Goodwin
$210M +$18.4M +10% 8.77% 72.6% 116 14.66% 3
GTAM
4533
Global Trust Asset Management
Florida
$210M +$28.8M +16% 7.05% 168% 458 19.21% 2.1
TGI
4534
TRV GP IV
Massachusetts
$210M -$61.4M -23% 22.1% 1,102% 4 0% 1.6
IFG Advisors
4535
IFG Advisors
Missouri
$210M +$27.1M +15% 6.64% 78.7% 101 8.91% 1.2
FDS
4536
Freedom Day Solutions
Texas
$210M +$21.6M +11% 9.28% 84.6% 121 21.49% 1.6
RS
4537
Retirement Solution
Washington
$210M +$43.5M +26% 6.98% 65.2% 45 17.78% 0.4
BFWA
4538
Benchmark Financial Wealth Advisors
Florida
$209M +$26.2M +14% 5.97% 70.6% 70 15.71% 1.4
SCI
4539
Stableford Capital II
Arizona
$209M +$11.7M +6% 7.21% 66.9% 124 12.9% 1.1
QC
4540
Quantedge Capital
Singapore
$209M +$82.8M +65% 11.5% 110% 229 73.8% 0.1
LFA
4541
Landmark Financial Advisors
Kentucky
$209M +$23.4M +13% 5.19% 11.8% 77 14.29% 3.8
SLA
4542
Silver Lake Advisory
Utah
$209M +$12.5M +6% 4.61% 70.9% 106 8.49% 3.9
JWM
4543
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 12.5% 99.2% 95 17.89% 1.2
LWA
4544
Lowe Wealth Advisors
Maryland
$209M +$10M +5% 5.99% 63.3% 299 5.35% 4
VST
4545
Van Strum & Towne
California
$209M +$10.7M +5% 6.78% 62.2% 100 6% 3.8
Legacy Financial Strategies
4546
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 6.56% 76.7% 65 7.69% 2.4
APSP
4547
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 5.56% 62.1% 76 6.58% 4.8
Ovata Capital Management
4548
Ovata Capital Management
Hong Kong
$208M +$47.6M +30% 0.5% 69.1% 68 50% 0.4
WTFG
4549
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 6.89% 108% 94 12.77% 2.2
RG
4550
Retirement Group
California
$208M -$12.5M -6% 6.1% 33.7% 812 20.07% 1.1