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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)
Vantage Financial Partners (Illinois)
4726
Vantage Financial Partners (Illinois)
Illinois
$187M +$7.9M +4% 0.66% 13.1% 90 10% 2.1
Applied Fundamental Research
4727
Applied Fundamental Research
Massachusetts
$187M +$38.4M +26% 6.11% 44.6% 12 16.67% 0.7
Bornite Capital Management
4728
Bornite Capital Management
New York
$187M -$36.7M -16% 2.85% 208% 39 84.62% 0.1
LWMM
4729
Legacy Wealth Management (Mississippi)
Mississippi
$187M +$6.56M +4% 1.27% 105% 107 7.48% 1.4
MCA
4730
Mercer Capital Advisers
New Jersey
$187M -$13.5M -7% 0.19% 59.6% 159 6.29% 5.5
WC Walker & Associates
4731
WC Walker & Associates
California
$187M -$3.92M -2% 0.79% – 69 4.35% 0.7
Courage Capital Management
4732
Courage Capital Management
Tennessee
$187M +$19.4M +12% 0.75% 86.5% 44 15.91% 1.3
Insight Wealth Partners
4733
Insight Wealth Partners
Texas
$187M -$1.18M -0.6% 2.25% 56.2% 58 1.72% 1.3
Central Asset Investments & Management Holdings
4734
Central Asset Investments & Management Holdings
Hong Kong
$187M -$80.3M -30% 0.68% 3,210% 75 36% 0.5
CC
4735
Codex Capital
New York
$186M -$4.96M -3% 0.67% 84.4% 46 15.22% 0.8
Valley Forge Investment Consultants
4736
Valley Forge Investment Consultants
Pennsylvania
$186M +$1.28M +0.7% 0.86% 61.9% 81 11.11% 0.6
Convergence Investment Partners
4737
Convergence Investment Partners
Florida
$186M -$46.3M -20% 1.15% 304% 277 30.32% 2.3
Lincoln Capital Corp
4738
Lincoln Capital Corp
Rhode Island
$186M +$10.9M +6% 0.36% 82% 69 17.39% 1.8
IronBridge Private Wealth
4739
IronBridge Private Wealth
Texas
$186M +$16.5M +10% 3.92% 122% 322 22.98% 0.6
AFC
4740
AFT Forsyth & Company
Florida
$186M -$1.13M -0.6% 2.56% 135% 166 10.84% 4.6
NatWest Group
4741
NatWest Group
United Kingdom
$186M -$7.44M -4% 0.7% 207% 59 3.39% 4.7
Strategic Financial Partners
4742
Strategic Financial Partners
Oregon
$186M +$4.9M +3% 0.79% 54.8% 67 2.99% 1.5
Leisure Capital Management
4743
Leisure Capital Management
California
$186M +$6.49M +4% 0.68% 98% 155 9.03% 3.1
AIA
4744
Arcadia Investment Advisors
Idaho
$186M -$1.79M -1% 0.91% 56.4% 252 55.56% 1.8
Landmark Financial Advisors
4745
Landmark Financial Advisors
Kentucky
$186M -$23.7M -11% 1.37% 11.8% 77 15.58% 4.5
Bell & Brown Wealth Advisors
4746
Bell & Brown Wealth Advisors
California
$185M – – 1.88% 125% 73 – 2.8
Lion Street Advisors
4747
Lion Street Advisors
Texas
$185M +$183M +6,626% 1.21% 38% 192 90.63% 0
Wynnefield Capital
4748
Wynnefield Capital
New York
$185M -$31.7M -15% 12.2% 52.1% 19 5.26% 4.2
Oakwell Private Wealth Management
4749
Oakwell Private Wealth Management
Texas
$185M +$29.2M +19% 1.55% 63% 68 22.06% 0.6
Kendall Capital Management
4750
Kendall Capital Management
Maryland
$185M +$7.09M +4% 0.78% 130% 158 9.49% 2.1