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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)
SL
4576
SOF Ltd
Cayman Islands
$220M +$196K +0.1% 0.09% 42.3% 1 0% 5.3
TrueFG
4577
TrueFG
Texas
$220M -$6.43M -3% 5.12% 54.2% 38 5.26% 1.9
SimpliFi Inc
4578
SimpliFi Inc
California
$220M -$8.96M -4% 3.04% 27.9% 35 11.43% 1.7
Kabouter Management
4579
Kabouter Management
Illinois
$220M -$139M -39% 13.5% 12.9% 10 0% 0.8
Malaga Cove Capital
4580
Malaga Cove Capital
California
$220M -$35.7M -14% 6.03% 97.3% 189 21.69% 1.8
Lexington Partners
4581
Lexington Partners
New York
$220M -$15.2M -6% 5.55% 1.27% 6 0% 1
AWAM
4582
Appian Way Asset Management
New York
$220M -$11.9M -5% 11.4% 49.4% 52 71.15% 0.3
Rench Wealth Management
4583
Rench Wealth Management
Texas
$220M -$1.89M -0.9% 2.71% 106% 41 4.88% 6.4
Moisand Fitzgerald Tamayo
4584
Moisand Fitzgerald Tamayo
Florida
$220M -$135M -38% 4.29% 51.1% 691 65.7% 1.8
Snider Financial Group
4585
Snider Financial Group
Washington
$220M -$16M -7% 5.69% 87% 70 10% 0.7
ODFS
4586
O'Donnell Financial Services
California
$220M +$3.21M +1% 2.12% 61% 45 15.56% 0.5
Cadent Capital Advisors
4587
Cadent Capital Advisors
Oklahoma
$220M -$6.69M -3% 5.92% 106% 151 27.81% 0.9
Paulson Wealth Management
4588
Paulson Wealth Management
Illinois
$219M -$4.65M -2% 5.07% 57.1% 91 8.79% 2.5
Madison International Realty Holdings
4589
Madison International Realty Holdings
New York
$219M -$2.71M -1% 0.38% – 3 0% 4.2
Martin Capital Partners
4590
Martin Capital Partners
Oregon
$219M +$7.19M +3% 1.6% 42.3% 71 4.23% 2.7
Ceeto Capital Group
4591
Ceeto Capital Group
Florida
$219M -$20.6M -9% 1.65% 94.4% 163 14.11% 3
Ramius Advisors
4592
Ramius Advisors
New York
$219M -$66.4M -23% 21.5% 187% 392 91.84% 0.2
Highland Management Partners 9
4593
Highland Management Partners 9
Massachusetts
$219M -$86.2M -28% 27.6% – 5 20% 0.3
Soapstone Management
4594
Soapstone Management
Maryland
$219M +$1.12M +0.5% 0.19% 30.3% 20 35% 1.5
Centerpoint Advisors
4595
Centerpoint Advisors
Massachusetts
$219M -$9.23M -4% 5.03% 74.2% 487 17.04% 1.9
Hapanowicz & Associates Financial Services
4596
Hapanowicz & Associates Financial Services
Pennsylvania
$218M -$6.95M -3% 4.06% 65% 33 21.21% 2.6
BOC
4597
Barbara Oil Co
Illinois
$218M -$13.1M -6% 3.04% 76.9% 88 5.68% 5.9
TFG Advisers
4598
TFG Advisers
Michigan
$218M -$11.3M -5% 3.93% 61.8% 208 4.33% 2.5
Golden Gate Private Equity
4599
Golden Gate Private Equity
California
$218M -$280M -56% 37.5% 8.72% 6 33.33% 1.1
CSWG
4600
Cardinal Strategic Wealth Guidance
Kentucky
$218M +$3.47M +2% 5.29% 67.3% 93 26.88% 1.3