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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)
Vantage Financial Partners (Illinois)
4976
Vantage Financial Partners (Illinois)
Illinois
$180M +$11.3M +7% 6.39% 13.1% 97 11.34% 3.1
Twin Securities
4977
Twin Securities
New York
$180M -$1.41M -0.8% 3.57% 506% 19 84.21% 0.1
KA
4978
Kailix Advisors
Florida
$180M +$37M +26% 10.3% 16.3% 7 0% 0.4
SVCM
4979
Saturn V Capital Management
Texas
$180M +$46.4M +35% 12.7% 1,083% 23 34.78% 0.4
AlphaCentric Advisors
4980
AlphaCentric Advisors
Puerto Rico
$180M +$35.3M +24% 5.45% – 287 46.34% 0.6
BIMC
4981
Benson Investment Management Company
Virginia
$180M +$5.4M +3% 6.62% 99.8% 57 33.33% 1.9
IMS Capital Management
4982
IMS Capital Management
Oregon
$180M +$11.9M +7% 12.1% 119% 146 20.55% 4.6
Zeno Research
4983
Zeno Research
New York
$180M +$30.7M +21% 1.35% 25.2% 39 56.41% 0.4
Demars Financial Group
4984
Demars Financial Group
Washington
$180M -$1.38M -0.8% 1.59% 69.1% 75 6.67% 1.9
TL Private Wealth
4985
TL Private Wealth
Texas
$180M +$3.4M +2% 4.85% 50.6% 43 9.3% 3
Texas Capital Bancshares
4986
Texas Capital Bancshares
Texas
$180M +$20.1M +13% 10.9% 175% 95 17.89% 2.6
Silverlake Wealth Management
4987
Silverlake Wealth Management
Vermont
$180M +$15M +9% 5.22% 73.3% 238 14.29% 1.2
Field & Main Bank
4988
Field & Main Bank
Kentucky
$179M +$11.8M +7% 9.48% 107% 268 7.46% 5.2
GAMC
4989
Garner Asset Management Corp
Texas
$179M -$38.8M -18% 7.25% 95.3% 168 10.71% 4.5
Ribbit Bullfrog GP II
4990
Ribbit Bullfrog GP II
California
$179M +$40.1M +29% 13.8% – 4 0% 0.5
Soundmark Wealth Management
4991
Soundmark Wealth Management
Washington
$179M +$12.2M +7% 4.41% 17.2% 62 8.06% 1.9
Commonwealth Retirement Investments
4992
Commonwealth Retirement Investments
Virginia
$179M +$10.7M +6% 5.06% 84.4% 69 23.19% 0.4
Lumbard & Kellner
4993
Lumbard & Kellner
New Hampshire
$179M -$19.5M -10% 2.96% 137% 95 29.47% 3.8
First Dallas Securities
4994
First Dallas Securities
Texas
$179M +$9.7M +6% 6.86% 163% 129 11.63% 3.7
Whetstone Capital Advisors
4995
Whetstone Capital Advisors
Kansas
$179M +$24.1M +16% 9.84% 282% 43 25.58% 1.3
SV
4996
Stilwell Value
New York
$179M -$72.2K -0% 7.3% 87.9% 41 9.76% 4
Briggs Advisory Group
4997
Briggs Advisory Group
Rhode Island
$179M +$10.3M +6% 5.02% – 57 3.51% 1.2
VitalStone Financial
4998
VitalStone Financial
Texas
$179M +$57.8M +48% 1.56% – 1,099 29.39% 0.2
Level Financial Advisors
4999
Level Financial Advisors
New York
$179M +$12.5M +7% 3.31% 44% 289 16.61% 1.1
Marshall & Sullivan
5000
Marshall & Sullivan
Washington
$179M +$13.9M +8% 8.6% 82% 39 2.56% 6.8