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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)
First National Bank of South Miami
5076
First National Bank of South Miami
Florida
$101M -$3.59M -3% 6.17% 35.2% 309 19.74% 0.9
Cairn Investment Group
5077
Cairn Investment Group
Washington
$101M – – 6.41% 61.3% 88 – 0
Pavion Blue Capital
5078
Pavion Blue Capital
California
$101M – – 7.26% 77.6% 61 – 0
IWAG
5079
Integer Wealth Advisors Group
Georgia
$101M – – 9.49% – 64 – 0
Insight Wealth Partners
5080
Insight Wealth Partners
Texas
$101M – – 4.11% 63.2% 39 – 0
Kopion Asset Management
5081
Kopion Asset Management
Texas
$101M – – 9.91% 80.5% 20 – 0
DIS
5082
Diversified Investment Strategies
Louisiana
$101M +$3.96M +4% 9.39% 86% 36 11.11% 3.2
Blackhawk Capital Partners
5083
Blackhawk Capital Partners
Wisconsin
$100M -$6.41M -6% 7.12% 87.2% 86 2.33% 0.9
Verity Asset Management
5084
Verity Asset Management
North Carolina
$100M +$5.01M +5% 6.5% 79.7% 149 28.19% 1.5
Flowering Tree Investment Management
5085
Flowering Tree Investment Management
Singapore
$100M -$72M -42% 27.6% 47.4% 4 50% 3.5
BP Capital Fund Advisors
5086
BP Capital Fund Advisors
Texas
$100M -$22.2M -18% 2.03% 17.9% 45 26.67% 1.7
AC
5087
Athos Capital
Hong Kong
$100M -$1.63M -2% 22% 110% 48 70.83% 0.4
R.W. Roge & Company
5088
R.W. Roge & Company
New York
$100M – – 6.3% 68.1% 48 – 0
MCM
5089
Magnolia Capital Management
New York
$100M – – 7.16% 85.9% 54 – 0
Jacobsen Capital Management
5090
Jacobsen Capital Management
Utah
$100M -$3.84M -4% 6.17% 86.7% 67 16.42% 0.5
Amtrust Financial Services
5091
Amtrust Financial Services
New York
$100M +$17.3M +21% 8.9% 61.9% 55 47.27% 0.7
MBE Wealth Management
5092
MBE Wealth Management
Wisconsin
$100M – – 6.62% 60.9% 41 – 0
Meridian Financial Partners
5093
Meridian Financial Partners
Virginia
$100M +$10.7M +12% 6.79% 80.8% 50 2% 0.9
Titus Wealth Management
5094
Titus Wealth Management
California
$100M -$9.46M -9% 7.23% 26.6% 111 15.32% 1.3
West Bancorporation
5095
West Bancorporation
Iowa
$100M – – 9.65% 64.4% 302 – 0
MS
5096
Madden Securities
Texas
$100M – – 20.8% 92.2% 111 – 0
Trinity Wealth Management
5097
Trinity Wealth Management
Pennsylvania
$100M – – 5.55% 56.7% 26 – 0
Chapwood Capital Investment Management
5098
Chapwood Capital Investment Management
Texas
$99.4M – – 5.08% – 70 – 0
Assured Investment Management
5099
Assured Investment Management
New York
$99.3M -$165M -62% 8.87% 18.3% 11 72.73% 0.9
Red Mountain Capital Partners
5100
Red Mountain Capital Partners
California
$99.3M -$14M -12% 9.26% 37.4% 6 33.33% 5.6