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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)
SC
4826
Serenity Capital
California
$213M -$22.7M -10% 8.48% – 3 33.33% 2.6
O'Keefe Stevens Advisory
4827
O'Keefe Stevens Advisory
New York
$213M +$29.9M +16% 19.7% 208% 44 6.82% 3.2
Sitrin Capital Management
4828
Sitrin Capital Management
California
$213M +$3.74M +2% 7.43% 139% 37 21.62% 2.9
HWC
4829
Hill Winds Capital
New York
$213M +$298K +0.1% 14.1% 8.52% 63 47.62% 0.4
Tillar-Wenstrup Advisors
4830
Tillar-Wenstrup Advisors
Ohio
$212M -$3.79M -2% 6.46% 27.4% 42 21.43% 1.8
Prudent Investors Network
4831
Prudent Investors Network
California
$212M +$12.5M +6% 4.36% – 34 14.71% 1.3
Arthedge Capital Management
4832
Arthedge Capital Management
New York
$212M -$7.05M -3% 0.32% 80.7% 18 0% 0.9
Martin Capital Partners
4833
Martin Capital Partners
Oregon
$212M +$13.8M +7% 7.49% 42.3% 70 4.29% 2.5
Newbridge Financial Services Group
4834
Newbridge Financial Services Group
Florida
$212M +$51.8M +32% 9.04% 189% 1,598 23.53% 0.8
Prentiss Smith & Co
4835
Prentiss Smith & Co
Vermont
$212M +$14.7M +7% 6.69% 67.4% 83 14.46% 4.3
RBA Wealth Management
4836
RBA Wealth Management
California
$212M +$170M +410% 12.1% 91% 111 82.88% 0.4
MAM
4837
Mystic Asset Management
Rhode Island
$212M – – 10.4% 114% 437 – 0
MFC
4838
Mechanics Financial Corp
Ohio
$211M – – 12.3% 82.7% 220 – 0
FP
4839
Financial Perspectives
Minnesota
$211M +$13M +7% 6.47% 104% 684 11.26% 1.6
New Vernon Capital Holdings II
4840
New Vernon Capital Holdings II
New Jersey
$211M -$12.1M -5% 6.86% 114% 20 30% 1.7
Lipe & Dalton
4841
Lipe & Dalton
New York
$211M +$16.8M +9% 9.2% 101% 110 5.45% 4
Jacobsen Capital Management
4842
Jacobsen Capital Management
Utah
$211M +$13.3M +7% 6.89% 97.3% 54 3.7% 2.1
Rhino Investment Partners
4843
Rhino Investment Partners
Pennsylvania
$211M +$13M +7% 4.04% 110% 46 32.61% 0.6
BNC Wealth Management
4844
BNC Wealth Management
Oregon
$211M +$42.7M +25% 12% 204% 132 36.36% 0.7
Towerpoint Wealth
4845
Towerpoint Wealth
California
$211M +$10.5M +5% 4.39% 67.7% 87 12.64% 2.3
Matrix Private Capital Group
4846
Matrix Private Capital Group
New York
$211M +$20.9M +11% 6.75% 62.5% 273 14.29% 1.4
Trellis Advisors
4847
Trellis Advisors
Washington
$211M +$16.5M +8% 7.57% 23.3% 87 10.34% 2.3
Northwest Capital Management
4848
Northwest Capital Management
Oregon
$211M +$18.9M +10% 4.66% 57% 105 20% 1.9
Marion Wealth Management
4849
Marion Wealth Management
Pennsylvania
$211M – – 4.47% 51.7% 99 – 0
Selway Asset Management
4850
Selway Asset Management
$211M +$27.9M +15% 13.8% 36.5% 77 11.69% 3.9