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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)
BNC Wealth Management
4876
BNC Wealth Management
Oregon
$188M +$9.25M +5% 11.6% 204% 118 26.27% 1.6
AFP
4877
Advus Financial Partners
Florida
$188M +$6.37M +4% 3.75% 56.5% 56 12.5% 1.2
Standard General
4878
Standard General
New York
$188M -$221M -54% 15.7% 259% 5 20% 5.1
Horiko Capital Management
4879
Horiko Capital Management
New York
$188M +$22M +13% 17.1% 275% 27 7.41% 2.9
TPWM
4880
Twelve Points Wealth Management
Massachusetts
$188M +$13.6M +8% 2.61% 50.7% 169 5.92% 1.3
SRH Advisors
4881
SRH Advisors
Kansas
$188M -$2.64K -0% 5.91% 55.7% 294 0% 5.8
Thames Capital Management
4882
Thames Capital Management
New Jersey
$188M +$45.6M +32% 14.4% 1,177% 25 28% 1.9
InceptionR
4883
InceptionR
California
$188M -$124M -40% 5.55% 62.9% 646 74.92% 0.1
Eastover Investment Advisors
4884
Eastover Investment Advisors
North Carolina
$187M +$8.65M +5% 6.04% 105% 47 6.38% 2.5
CC
4885
Claybrook Capital
Massachusetts
$187M +$8.46M +5% 4.57% 7.15% 144 6.25% 1.6
Morton Brown Family Wealth
4886
Morton Brown Family Wealth
Pennsylvania
$187M +$19.6M +12% 3.15% 54.5% 302 45.36% 1.2
DI
4887
Disciplined Investments
Oklahoma
$187M -$50.3M -21% 2.88% 51.4% 1,741 6.49% 1.5
SLA
4888
Silver Lake Advisory
Utah
$187M +$6.9M +4% 2.57% 76.7% 97 11.34% 3.6
Invus Financial Advisors
4889
Invus Financial Advisors
New York
$187M +$33.5M +22% 29.8% 29.5% 8 0% 2.2
HIC
4890
Harbor Island Capital
Massachusetts
$187M +$4.88M +3% 13.8% 218% 15 0% 4.9
Jessup Wealth Management
4891
Jessup Wealth Management
Ohio
$187M +$18.1M +11% 11.2% 181% 81 41.98% 0.3
UG Investment Advisers
4892
UG Investment Advisers
Taiwan
$187M +$49.5M +36% 2.01% 172% 22 27.27% 1.1
Brick & Kyle Associates
4893
Brick & Kyle Associates
Pennsylvania
$187M +$12.2M +7% 8.53% 97.4% 55 0% 5.6
SI
4894
Saxon Interests
Texas
$187M +$9.8M +6% 5.97% 81.2% 182 15.38% 1.1
MAM
4895
Mystic Asset Management
Rhode Island
$187M +$5.28M +3% 8.01% 114% 151 9.93% 1.4
Exane Asset Management
4896
Exane Asset Management
France
$186M +$10.7M +6% 2.8% 74.5% 18 66.67% 0.3
Trinity Financial Advisors
4897
Trinity Financial Advisors
Ohio
$186M +$22.7M +14% 6.29% 74.5% 81 22.22% 0.9
ICW Investment Advisors
4898
ICW Investment Advisors
Arizona
$186M +$10.1M +6% 4.14% 50.1% 133 5.26% 3.1
IRON Financial
4899
IRON Financial
Illinois
$186M +$4.1M +2% 3.56% 60.6% 106 12.26% 2.8
KFO
4900
Kopp Family Office
Minnesota
$186M +$656K +0.4% 6.79% 47.9% 22 0% 1.9