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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)
Campbell Capital Management
4926
Campbell Capital Management
Florida
$255M +$3.17M +1% 4.43% – 99 62.63% 1
UG Investment Advisers
4927
UG Investment Advisers
Taiwan
$255M -$10.7M -4% 9.45% 183% 11 18.18% 1.4
von Borstel & Associates
4928
von Borstel & Associates
Oregon
$255M +$78.9M +45% 2.74% – 38 5.26% 0.2
SVCM
4929
Saturn V Capital Management
Texas
$255M -$24.4M -9% 8.04% 1,083% 30 36.67% 0.8
Leisure Capital Management
4930
Leisure Capital Management
California
$255M +$21.3M +9% 1.77% 111% 155 18.06% 5
Pinnacle Financial Group
4931
Pinnacle Financial Group
Illinois
$255M +$141K +0.1% 2.58% 59.1% 84 4.76% 2
Centennial Wealth Advisory
4932
Centennial Wealth Advisory
Michigan
$255M -$1.5M -0.6% 1.37% 63% 155 12.9% 1.7
Baker Tilly Wealth Management
4933
Baker Tilly Wealth Management
Wisconsin
$255M +$29M +13% 4.14% 96.9% 251 12.35% 3
Private Wealth Advisors (California)
4934
Private Wealth Advisors (California)
California
$255M -$6.07M -2% 4.07% 63.6% 93 19.35% 3.1
Situational Awareness
4935
Situational Awareness
California
$255M – – 24.6% – 6 – 0
Wittenberg Investment Management
4936
Wittenberg Investment Management
Massachusetts
$255M -$56.8M -18% 4.74% 89.9% 82 12.2% 5.2
Malaga Cove Capital
4937
Malaga Cove Capital
California
$255M +$6.12M +2% 3.09% 97.3% 208 20.67% 2.3
Lavaca Capital
4938
Lavaca Capital
Texas
$255M +$19.7M +8% 3.22% 46.5% 309 65.05% 0.8
Sandy Cove Advisors
4939
Sandy Cove Advisors
Massachusetts
$255M +$9.39M +4% 2.1% 78% 130 8.46% 2
Selway Asset Management
4940
Selway Asset Management
$255M -$1.4M -0.5% 2.01% 36.5% 82 13.41% 5.4
Stone Run Capital
4941
Stone Run Capital
New York
$255M -$14.1M -5% 1.93% 77.8% 70 2.86% 6.9
Whelan Financial
4942
Whelan Financial
California
$254M +$11.5M +5% 0.97% 64.6% 60 30% 1.5
Wind River Trust Company
4943
Wind River Trust Company
Wyoming
$254M -$5.61M -2% 0.79% 62.1% 9 0% 9.4
Castle Wealth Management
4944
Castle Wealth Management
Florida
$254M +$3.7M +1% 0.46% 53.6% 124 7.26% 1.9
Montgomery Investment Management
4945
Montgomery Investment Management
Maryland
$254M -$22.2M -8% 4.2% 105% 93 6.45% 7.3
Duncan Williams Asset Management
4946
Duncan Williams Asset Management
Tennessee
$254M +$72.5M +40% 2.45% – 153 20.26% 0.4
Rakuten Securities
4947
Rakuten Securities
Japan
$254M +$23.9M +10% 34.1% 999% 828 22.1% 0.7
Argyle Capital Management
4948
Argyle Capital Management
Pennsylvania
$254M +$2.65M +1% 2.8% 106% 129 5.43% 8.6
Juniper Investment Company
4949
Juniper Investment Company
New York
$254M +$14.3M +6% 7.48% 358% 14 28.57% 2.9
Joseph Group Capital Management
4950
Joseph Group Capital Management
Ohio
$254M -$7.74M -3% 1.08% 64.3% 89 13.48% 2