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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)
AAM
4801
Ascension Asset Management
New York
$116M +$7.64M +7% 7.85% – 70 0% 1.9
Benchmark Wealth Management
4802
Benchmark Wealth Management
Connecticut
$116M – – 4.69% 42.7% 51 – 0
Little House Capital
4803
Little House Capital
Massachusetts
$116M -$16.2M -12% 7.8% 108% 109 12.84% 0.9
JI
4804
Jeereddi Investments
California
$116M – – 28.7% 37.7% 50 – 0
TL Private Wealth
4805
TL Private Wealth
Texas
$116M – – 6.15% 50.6% 44 – 0
Seneca House Advisors
4806
Seneca House Advisors
Virginia
$116M +$9.9M +9% 7.67% 58.2% 88 5.68% 1.7
Mendel Money Management
4807
Mendel Money Management
Illinois
$116M +$7.38M +7% 6.03% 75.4% 53 3.77% 3.4
Rovin Capital
4808
Rovin Capital
Arizona
$116M – – 8.08% 63.8% 45 – 0
PP
4809
Professional Planning
California
$115M +$21.4M +23% 9.93% 99.9% 39 23.08% 1.2
Adirondack Research & Management
4810
Adirondack Research & Management
New York
$115M +$863K +0.8% 10.6% 47.8% 105 24.76% 3.1
HBC Financial Services
4811
HBC Financial Services
Washington
$115M – – 5.94% 12.6% 172 – 0
Wealth Quarterback
4812
Wealth Quarterback
New Jersey
$115M – – 5.97% 109% 1,049 – 0
MU Investments Company
4813
MU Investments Company
Japan
$115M -$51M -31% 9.35% 40.4% 28 21.43% 3.5
Lederer & Associates Investment Counsel
4814
Lederer & Associates Investment Counsel
California
$115M +$10.5M +10% 8.5% 92.7% 92 7.61% 3.2
Donald L. Hagan LLC
4815
Donald L. Hagan LLC
Florida
$115M -$6.73M -6% 4.38% 47.9% 104 29.81% 1.7
TLW Wealth Management
4816
TLW Wealth Management
Florida
$115M +$8.44M +8% 9.43% 98.3% 31 22.58% 0.6
S.E.E.D. Planning Group
4817
S.E.E.D. Planning Group
New York
$115M – – 8.33% 57.3% 53 – 0
TF
4818
TRH Financial
Iowa
$115M – – 7.5% – 72 – 0
Somerset Group
4819
Somerset Group
Minnesota
$115M -$2.65M -2% 5.99% 84.6% 74 12.16% 3.6
RCM
4820
Red Cedar Management
Utah
$115M +$21.8M +23% 12.9% – 17 17.65% 1
LWMM
4821
Legacy Wealth Management (Mississippi)
Mississippi
$115M – – 7.93% 89.1% 103 – 0
Elmwood Wealth Management
4822
Elmwood Wealth Management
California
$115M +$15.9M +16% 6.44% 42.1% 276 71.74% 1.5
Almitas Capital
4823
Almitas Capital
California
$115M +$21.3M +23% 2.97% 86.1% 72 45.83% 0.5
Banyan Capital Management
4824
Banyan Capital Management
Georgia
$115M +$9.21M +9% 12.3% 42.5% 19 0% 1
Andesa Financial Management
4825
Andesa Financial Management
Pennsylvania
$115M +$11.3M +11% 6.95% 73.6% 111 18.92% 1.2