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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)
Gainplan
5001
Gainplan
Michigan
$151M +$19.2M +15% 15.9% 103% 59 49.15% 1.5
Shelter Insurance Retirement Plan
5002
Shelter Insurance Retirement Plan
Missouri
$151M -$27.3M -15% 15.3% 60.5% 8 0% 1.7
SCM
5003
Stonehill Capital Management
New York
$150M -$65.2M -30% 9.7% 117% 17 17.65% 1.1
SIP
5004
Scott Investment Partners
United Kingdom
$150M -$15.9M -10% 12.7% 44% 45 4.44% 1.5
Vishria Bird Financial Group
5005
Vishria Bird Financial Group
Tennessee
$150M -$30.7M -17% 17.6% 74.3% 68 27.94% 2.1
Hubbell Strickland Wealth Management
5006
Hubbell Strickland Wealth Management
Louisiana
$150M -$18.1M -11% 12.4% 56.8% 64 10.94% 2.5
Kozak & Associates
5007
Kozak & Associates
Colorado
$150M -$6.08M -4% 17.5% 97.4% 404 8.66% 0.8
Toews Corporation
5008
Toews Corporation
New Jersey
$150M -$424M -74% 8.63% 22% 136 36.03% 0.4
Tyler-Stone Wealth Management
5009
Tyler-Stone Wealth Management
Ohio
$150M -$31.9M -18% 13.8% – 933 12.86% 0.4
Red Spruce Capital
5010
Red Spruce Capital
Pennsylvania
$150M -$26.3M -15% 12.7% 98.4% 92 9.78% 2
Exane Asset Management
5011
Exane Asset Management
France
$150M -$57M -28% 19% 74.5% 10 60% 0.9
FIDELIS iM
5012
FIDELIS iM
Oregon
$150M -$20.5M -12% 11% 44.8% 23 4.35% 0.7
Jefferies Financial Group
5013
Jefferies Financial Group
New York
$150M -$58.8M -28% 25.7% 135% 7 28.57% 2.1
Ironwood Investment Management
5014
Ironwood Investment Management
Massachusetts
$150M -$34.4M -19% 14.4% 164% 177 9.04% 5.3
LAM
5015
Lountzis Asset Management
Pennsylvania
$149M -$30.6M -17% 16.5% 144% 33 6.06% 1.8
Otter Creek Advisors
5016
Otter Creek Advisors
Florida
$149M -$98M -40% 15.2% 173% 66 51.52% 0.9
HC Financial Advisors
5017
HC Financial Advisors
California
$149M -$18.6M -11% 12% 31.2% 375 21.6% 1.9
Salesforce Inc
5018
Salesforce Inc
California
$149M -$72.9M -33% 31.8% 33.9% 5 20% 1.1
Axis Capital Holdings
5019
Axis Capital Holdings
$149M -$29M -16% 16.2% 67% 3 0% 5.6
TPG Financial Advisors
5020
TPG Financial Advisors
Oregon
$149M -$16M -10% 10.8% – 39 5.13% 2.6
Sterneck Capital Management
5021
Sterneck Capital Management
Missouri
$149M -$17.3M -10% 14% 61.5% 104 14.42% 4.2
Garrison Asset Management
5022
Garrison Asset Management
Arkansas
$149M -$28M -16% 12.8% 52.1% 107 13.08% 6
Greenfield Savings Bank
5023
Greenfield Savings Bank
Massachusetts
$149M – – 11.1% 108% 138 – 0
Beta Wealth Group
5024
Beta Wealth Group
California
$149M -$278K -0.2% 12.3% 45.4% 99 20.2% 0.9
BCM
5025
BlueMar Capital Management
Florida
$149M -$87.1M -37% 13.7% 27.4% 38 13.16% 1.4