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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)
Baker Tilly Wealth Management
4826
Baker Tilly Wealth Management
Wisconsin
$255M +$47.6K +0% 0.84% 96.9% 253 12.65% 3.1
Richard W. Paul & Associates
4827
Richard W. Paul & Associates
Michigan
$255M -$19.5M -7% 0.89% 65.2% 523 37.67% 1.9
AP
4828
Arlington Partners
Alabama
$255M -$2.74M -1% 3.79% 46.4% 59 3.39% 2.9
Naman Capital
4829
Naman Capital
Brazil
$255M +$87.4M +52% 3.11% 89.9% 13 15.38% 2.8
Doma Perpetual Capital Management
4830
Doma Perpetual Capital Management
Florida
$254M +$53.4M +27% 4.81% – 10 20% 0.9
Excalibur Management
4831
Excalibur Management
Massachusetts
$254M +$2.62M +1% 2.07% 93% 170 4.12% 5.7
Carmel Capital Partners
4832
Carmel Capital Partners
California
$254M +$6.31M +3% 1.85% 65.9% 156 10.9% 2
Mariner Investment Group
4833
Mariner Investment Group
New York
$254M -$250M -50% 2.96% 68.7% 59 64.41% 0.5
SA
4834
Skyline Advisors
Washington
$254M -$3.72M -1% 1.31% 52% 97 12.37% 1
IronBridge Private Wealth
4835
IronBridge Private Wealth
Texas
$254M -$18.5M -7% 8.27% 143% 61 29.51% 1.5
Thomist Capital Management
4836
Thomist Capital Management
Texas
$254M -$131M -34% 7.37% 71.2% 71 76.06% 0.4
First Bankers Trust
4837
First Bankers Trust
Kentucky
$254M -$2.46M -1% 0.58% 78.9% 142 10.56% 6.7
Defender Capital
4838
Defender Capital
North Carolina
$254M -$18.4M -7% 1.3% 101% 43 27.91% 3.2
FFA
4839
Florida Financial Advisors
Florida
$254M +$29.7M +13% 2.91% – 261 31.03% 0.7
Roth Financial Partners
4840
Roth Financial Partners
Texas
$253M +$1.94M +0.8% 0.71% 61% 32 3.13% 3.1
Peachtree Investment Partners
4841
Peachtree Investment Partners
Florida
$253M -$13.8M -5% 1.2% 111% 132 18.94% 3.2
Greenberg Financial Group
4842
Greenberg Financial Group
Arizona
$253M – – 2.94% – 118 – 0
Bennett Selby Investments
4843
Bennett Selby Investments
Maine
$253M +$944K +0.4% 2.88% 82.1% 77 6.49% 2.8
CGC Financial Services
4844
CGC Financial Services
Oregon
$253M +$1.92M +0.8% 0.48% 46% 352 6.25% 1.6
Cherrydale Wealth Management
4845
Cherrydale Wealth Management
New Jersey
$253M -$5.59M -2% 3.3% 80.8% 78 12.82% 1.8
Sagil Capital
4846
Sagil Capital
United Kingdom
$253M +$34.6M +16% 13.8% 104% 25 64% 0.4
RBA Wealth Management
4847
RBA Wealth Management
California
$253M -$9.9M -4% 1.83% 91% 98 13.27% 2.5
Tilson Financial Group
4848
Tilson Financial Group
New Jersey
$253M +$7.68M +3% 0.7% 39.3% 75 6.67% 1.1
Science & Technology Partners
4849
Science & Technology Partners
New York
$252M -$76.8M -23% 2.28% – 35 62.86% 0.1
Alta Fox Capital Management
4850
Alta Fox Capital Management
Texas
$252M -$28.4M -10% 10.9% 261% 21 66.67% 0.6