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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)
Affiance Financial
4701
Affiance Financial
Minnesota
$189M -$57.8M -23% 5.72% 57.8% 437 78.72% 4.6
MS
4702
Madden Securities
Texas
$189M -$693K -0.4% 8.55% 108% 396 77.78% 2.4
Davis Investment Partners
4703
Davis Investment Partners
North Carolina
$189M -$9.37M -5% 7.4% 97.8% 115 8.7% 0.2
Allred Capital Management
4704
Allred Capital Management
Texas
$189M +$6.57M +4% 5.22% 73.5% 161 8.7% 3.3
Stoneridge Investment Partners
4705
Stoneridge Investment Partners
Pennsylvania
$189M +$7.12M +4% 5.76% 44.2% 119 41.18% 1.7
Team Hewins
4706
Team Hewins
California
$188M +$4.01M +2% 2.49% 60.5% 28 17.86% 0.2
Centennial Wealth Advisory
4707
Centennial Wealth Advisory
Michigan
$188M +$9.3M +5% 3.79% 63% 137 21.9% 1
Newbridge Financial Services Group
4708
Newbridge Financial Services Group
Florida
$188M +$15M +9% 15.6% 189% 1,504 10.44% 1.8
Sculati Wealth Management
4709
Sculati Wealth Management
Michigan
$188M +$10.3M +6% 7.56% 80.3% 116 9.48% 2.4
GGV Capital
4710
GGV Capital
California
$188M -$85.7M -31% 10.5% 49.3% 12 8.33% 1.1
SSCM
4711
Summit Street Capital Management
New York
$188M +$29.7M +19% 6.51% 217% 30 0% 4.7
TM
4712
Tiger Management
New York
$188M -$76.2M -29% 20.1% – 40 35% 0.6
SRH Advisors
4713
SRH Advisors
Kansas
$188M +$7.52M +4% 3.36% 55.7% 310 7.42% 5.6
Boothe Investment Group
4714
Boothe Investment Group
Delaware
$188M +$84.3M +81% 6.57% 75.6% 36 16.67% 1.5
Bell & Brown Wealth Advisors
4715
Bell & Brown Wealth Advisors
California
$188M +$5.9M +3% 10.4% 125% 72 8.33% 4.2
Truvestments Capital
4716
Truvestments Capital
Florida
$188M +$10.4M +6% 5.04% 131% 976 36.78% 1.3
Sweeney & Michel
4717
Sweeney & Michel
California
$188M – – 5.09% – 102 – 0
3Chopt Investment Partners
4718
3Chopt Investment Partners
Virginia
$188M +$4.66M +3% 4.14% 128% 271 49.82% 0.2
Snider Financial Group
4719
Snider Financial Group
Washington
$188M +$6.71M +4% 8.81% 87% 61 34.43% 1.2
Fi3 Financial Advisors
4720
Fi3 Financial Advisors
Indiana
$187M +$12.6M +7% 7.25% 83.1% 81 16.05% 1
Veery Capital
4721
Veery Capital
Delaware
$187M +$18.2M +11% 6.5% 63.4% 86 22.09% 1.6
Investors Asset Management of Georgia
4722
Investors Asset Management of Georgia
Georgia
$187M -$4.57M -2% 2.59% 118% 178 8.43% 5.5
CA
4723
Continental Advisors
Utah
$187M -$3.8M -2% 2.01% 73.6% 63 22.22% 4.8
Solas Capital Management
4724
Solas Capital Management
Connecticut
$187M +$20.5M +12% 6.16% 62.5% 31 32.26% 1.2
Aristides Capital
4725
Aristides Capital
Kentucky
$187M -$9.47M -5% 3.25% 126% 275 46.91% 1.3