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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)
Libra Wealth
4801
Libra Wealth
California
$155M +$15.7M +11% 5.09% 58.2% 50 28% 0.4
Riverstone Advisors
4802
Riverstone Advisors
Texas
$155M -$3.96M -2% 0.62% 104% 50 12% 2.4
Portland Investment Counsel
4803
Portland Investment Counsel
Ontario, Canada
$155M -$43.3M -22% 11.8% 108% 39 15.38% 3.2
Oliver Lagore Vanvalin Investment Group
4804
Oliver Lagore Vanvalin Investment Group
Michigan
$155M -$16.4M -10% 3.53% – 780 17.95% 0.4
CPA
4805
Capital Performance Advisors
California
$155M -$7.74M -5% 5.02% 71% 50 10% 0.7
Zullo Investment Group
4806
Zullo Investment Group
Pennsylvania
$155M -$5.11M -3% 4.28% 143% 804 4.98% 0.7
PCMK
4807
Paragon Capital Management (Kansas)
Kansas
$155M -$14.5M -9% 4.11% 87.5% 62 11.29% 5.4
DA
4808
DCF Advisers
Connecticut
$155M -$13.2M -8% 1.9% 372% 97 46.39% 1.3
Wick Capital Partners
4809
Wick Capital Partners
Pennsylvania
$155M +$11.5M +8% 5.73% 60% 56 23.21% 0.5
Half Sky Capital (UK)
4810
Half Sky Capital (UK)
United Kingdom
$155M -$8.18M -5% 5.1% 13% 10 30% 1
Vantage Financial Partners (Illinois)
4811
Vantage Financial Partners (Illinois)
Illinois
$155M -$13.9M -8% 6.06% 13.1% 91 10.99% 2.9
MQS Management
4812
MQS Management
New York
$154M +$8.5M +6% 8.82% 6.42% 629 78.86% 0.1
Access Financial Services
4813
Access Financial Services
Minnesota
$154M -$20.3M -12% 5.91% 44.8% 100 14% 3
GA
4814
Gagnon Advisors
New York
$154M -$10.7M -6% 2.06% 129% 34 8.82% 4
Tiemann Investment Advisors
4815
Tiemann Investment Advisors
California
$154M -$33.1M -18% 4.62% 77% 203 13.3% 5.8
Boothe Investment Group
4816
Boothe Investment Group
Delaware
$154M +$35.8M +30% 5.46% 75.6% 43 23.26% 1.4
Voce Capital Management
4817
Voce Capital Management
California
$154M -$46M -23% 7.14% 69.2% 11 9.09% 3
OGF
4818
Orin Green Financial
California
$154M -$6.13M -4% 6.04% 59.1% 66 4.55% 1.5
AMJ Financial Wealth Management
4819
AMJ Financial Wealth Management
Virginia
$154M +$35.4M +30% 2.39% 167% 64 39.06% 1.2
360 Financial
4820
360 Financial
Minnesota
$154M -$12.5M -8% 4.43% 82.5% 95 26.32% 1.7
SC
4821
Siena Capital
Ohio
$153M -$11.6M -7% 7.2% – 279 22.22% 0.6
Fusion Capital
4822
Fusion Capital
South Carolina
$153M -$8.64M -5% 4.89% 100% 76 15.79% 2
SWMG LLC
4823
SWMG LLC
Texas
$153M – – 5.73% 68.7% 71 – 1.1
Stone Asset Management
4824
Stone Asset Management
Texas
$153M -$5.74M -4% 5.84% – 48 14.58% 0.7
William Marsh Rice University
4825
William Marsh Rice University
Texas
$153M +$20.2M +15% 20.3% 1.81% 8 12.5% 1.5