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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)
Palo Duro Investment Partners
4576
Palo Duro Investment Partners
Illinois
$303M -$28.1M -8% 0.79% 62.8% 23 8.7% 0.9
VSM Wealth Advisory
4577
VSM Wealth Advisory
Maryland
$303M +$24.5M +9% 8.28% – 547 14.81% 0.4
Shayne & Jacobs LLC
4578
Shayne & Jacobs LLC
Tennessee
$303M -$104M -26% 3.04% 79.4% 97 7.22% 3.6
Benchmark Financial Wealth Advisors
4579
Benchmark Financial Wealth Advisors
Florida
$302M +$37.6M +14% 9.98% 81.6% 120 20.83% 2.5
LJHT
4580
Laurie J. Hall Trustee
$302M +$22.1M +8% 12% 105% 115 6.96% 8.6
ITIM
4581
Indiana Trust & Investment Management
Indiana
$302M +$26.2M +9% 12.3% 114% 497 8.65% 3
FP
4582
Fiduciary Planning
Florida
$302M -$1.2M -0.4% 10.4% 71.4% 80 10% 1.9
Manske Wealth Management
4583
Manske Wealth Management
Texas
$302M +$37.6M +14% 5.83% – 200 11% 0.4
Norman Fields Gottscho Capital Management
4584
Norman Fields Gottscho Capital Management
New York
$302M +$5.05M +2% 3.53% 96.9% 65 12.31% 5.9
Anfield Capital Management
4585
Anfield Capital Management
California
$302M +$31.3M +12% 11.5% 65.3% 542 18.08% 0.9
McMill Wealth Management
4586
McMill Wealth Management
Nebraska
$302M +$24.5M +9% 5.36% – 50 0% 0.5
Goldstream Capital Management
4587
Goldstream Capital Management
Hong Kong
$302M +$76.6M +34% 35.3% 686% 56 23.21% 1.1
LI
4588
LHM Inc
Utah
$302M +$137K +0% 7.9% – 25 24% 0.9
Syquant Capital SAS
4589
Syquant Capital SAS
France
$302M +$161M +114% 16% 160% 25 84% 0.1
FFA
4590
Florida Financial Advisors
Florida
$302M +$48M +19% 14.7% – 282 21.63% 0.8
Redwood Grove Capital
4591
Redwood Grove Capital
California
$301M +$22.5M +8% 10.1% 79.8% 24 12.5% 2.4
Lifelong Wealth Advisors
4592
Lifelong Wealth Advisors
Minnesota
$301M +$88M +41% 10.3% – 82 20.73% 0.4
East Coast Asset Management
4593
East Coast Asset Management
Massachusetts
$301M +$19.1M +7% 13.9% 153% 73 10.96% 8
NC
4594
Nokomis Capital
Texas
$301M +$20.1M +7% 11.7% 145% 62 27.42% 1.9
Tiger Pacific Capital
4595
Tiger Pacific Capital
New York
$301M +$23.6M +9% 6.61% 84.5% 11 36.36% 2.7
Pecaut & Co
4596
Pecaut & Co
Iowa
$301M +$7.33M +2% 3.64% 62.8% 84 10.71% 3.8
PWMG
4597
Private Wealth Management Group
New Jersey
$301M +$30M +11% 8.53% 63.2% 1,624 17.24% 1.2
WIM
4598
WIM Investment Management
Hong Kong
$301M +$61.3M +26% 30.5% – 21 42.86% 0.4
BridgePort Financial Solutions
4599
BridgePort Financial Solutions
Iowa
$301M +$79.2M +36% 8.67% – 202 23.27% 0.4
Vishria Bird Financial Group
4600
Vishria Bird Financial Group
Tennessee
$301M +$6.5M +2% 8.76% 74.3% 94 17.02% 3