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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)
Lloyd Advisory Services
4776
Lloyd Advisory Services
Georgia
$217M +$22.5M +12% 6.07% 51.1% 471 19.32% 1.2
North Reef Capital Management
4777
North Reef Capital Management
California
$217M – – 4.09% 81.9% 33 – 0
Adalta Capital Management
4778
Adalta Capital Management
New York
$217M +$36.2M +20% 12.3% 80.4% 102 21.57% 2.4
Stoneridge Investment Partners
4779
Stoneridge Investment Partners
Pennsylvania
$217M +$16.6M +8% 7.31% 44.2% 132 31.82% 1.4
DS
4780
Dalal Street
Texas
$217M +$25.9M +14% 22.2% 92.7% 3 33.33% 2.3
Beacon Financial Advisory
4781
Beacon Financial Advisory
Ohio
$217M +$24.2M +13% 8.49% 76.8% 255 14.51% 1.3
BE
4782
Bonness Enterprises
District of Columbia
$217M +$20.4M +10% 11.7% 98.6% 41 2.44% 7.5
Elequin Capital
4783
Elequin Capital
New York
$217M – – 3.7% 52.4% 51 – 0
ODFS
4784
O'Donnell Financial Services
California
$216M +$8.42M +4% 7.52% 61% 53 26.42% 0.2
ITIM
4785
Indiana Trust & Investment Management
Indiana
$216M +$17.7M +9% 7.09% 114% 121 6.61% 5.9
APSP
4786
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$8.09M +4% 6.23% 62.1% 73 1.37% 5.2
Atlas Private Wealth Advisors
4787
Atlas Private Wealth Advisors
New Jersey
$216M +$24.8M +13% 6.7% 57.8% 774 82.04% 1.3
Tranquility Partners
4788
Tranquility Partners
Tennessee
$216M +$19M +10% 10.3% 77.3% 227 10.57% 1.4
SLA
4789
Silver Lake Advisory
Utah
$216M +$13M +6% 9.83% 76.7% 111 7.21% 4.1
GraniteShares Advisors
4790
GraniteShares Advisors
New York
$216M – – 9.2% 88.4% 311 – 0
HCM
4791
Highlander Capital Management
New Jersey
$216M +$18.7M +9% 9.76% 34.4% 633 6.32% 4.8
Graticule Asia Macro Advisors
4792
Graticule Asia Macro Advisors
New York
$216M -$322M -60% 7.21% – 117 59.83% 0.4
Hemington Wealth Management
4793
Hemington Wealth Management
Virginia
$216M -$55.7M -21% 7.08% 76.1% 100 21% 0.9
Stamos Capital Partners
4794
Stamos Capital Partners
California
$216M +$36.8M +21% 5.26% 36.7% 63 49.21% 1.1
Plustick Management
4795
Plustick Management
Virginia
$215M – – 2.93% 1,667% 23 – 0
Atwater Malick
4796
Atwater Malick
Pennsylvania
$215M +$26.1M +14% 13.3% 83.4% 60 8.33% 1.9
Davis Rea
4797
Davis Rea
Ontario, Canada
$215M +$10.9M +5% 10.4% 66.9% 55 20% 5
Clarity Wealth Advisors
4798
Clarity Wealth Advisors
California
$215M +$12.1M +6% 9.41% 94.1% 72 13.89% 1.5
Northwest Wealth Management
4799
Northwest Wealth Management
Iowa
$215M +$13.6M +7% 5.21% 68.2% 126 9.52% 2.9
JGP Global Gestao de Recursos
4800
JGP Global Gestao de Recursos
Brazil
$215M -$60.4M -22% 0.32% 261% 87 34.48% 1.2