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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)
Argent Advisors
4601
Argent Advisors
Louisiana
$253M +$24.7M +11% 7.25% 63.1% 142 7.75% 3
Delta Financial Advisors
4602
Delta Financial Advisors
Louisiana
$253M +$22.1M +10% 10.4% 107% 119 5.88% 3.9
ACM
4603
Altium Capital Management
New York
$253M +$105M +72% 57.3% – 95 54.74% 0.7
Bernzott Capital Advisors
4604
Bernzott Capital Advisors
California
$253M -$3.58M -1% 7.79% 46.2% 43 16.28% 3
TNF
4605
TNF
Montana
$253M +$589K +0.2% 6.62% 21.3% 121 9.09% 1.8
IC
4606
Immersion Capital
United Kingdom
$252M +$20.2M +9% 8.84% 63.4% 9 0% 2.1
Impact Partnership Wealth
4607
Impact Partnership Wealth
Georgia
$252M -$21.3M -8% 5.9% 47.3% 885 27.34% 0.6
LongView Wealth Management
4608
LongView Wealth Management
Georgia
$252M +$28.3M +13% 7.62% 60.8% 182 9.89% 0.2
Union Heritage Capital
4609
Union Heritage Capital
Michigan
$252M +$59.3M +31% 11% 82.1% 59 10.17% 2.5
Cornell Pochily Investment Advisors
4610
Cornell Pochily Investment Advisors
New York
$252M +$10.7M +4% 9.2% 97% 176 7.39% 4.4
Monolith Management
4611
Monolith Management
Hong Kong
$252M +$61.1M +32% 35.3% – 16 62.5% 0.1
WC
4612
Weil Company
California
$252M +$24.4M +11% 6.39% 71.7% 164 25% 2.6
FCP
4613
Fosse Capital Partners
United Kingdom
$252M +$5.2M +2% 11.9% 80% 3 0% 3.3
Susquehanna International Securities
4614
Susquehanna International Securities
Ireland
$252M +$114M +82% 9.94% 2.8% 66 54.55% 0.6
Astor Investment Management
4615
Astor Investment Management
Illinois
$252M -$9.24M -4% 4.27% 23.3% 36 36.11% 1.5
KLCM
4616
KG&L Capital Management
Louisiana
$252M +$12.6M +5% 9.34% 91.9% 185 12.43% 2.6
Adams Street Partners
4617
Adams Street Partners
Illinois
$252M -$72.9M -22% 12.1% 399% 18 55.56% 3
Wynnefield Capital
4618
Wynnefield Capital
New York
$252M -$6.98M -3% 5.69% 52.1% 25 16% 3.5
Townsend Asset Management
4619
Townsend Asset Management
North Carolina
$252M +$32.8M +15% 10.7% 88.5% 206 11.17% 3
Cadent Capital Advisors
4620
Cadent Capital Advisors
Oklahoma
$251M +$48.5M +24% 8.16% 106% 143 15.38% 1.8
WJ Wealth Management
4621
WJ Wealth Management
Arizona
$251M +$21.3M +9% 10.8% 95.6% 78 17.95% 1.7
DecisionPoint Financial
4622
DecisionPoint Financial
Arizona
$251M +$18.1M +8% 3.79% 48% 283 28.62% 0.8
Brown University
4623
Brown University
Rhode Island
$251M -$25.7M -9% 15.9% 40.1% 10 20% 1.4
ECG
4624
EPIQ Capital Group
California
$251M +$31.1M +14% 9.35% 6.25% 72 29.17% 2
Vance Wealth
4625
Vance Wealth
California
$251M +$20.5M +9% 7.31% 66.4% 95 13.68% 1.4