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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)
Tieton Capital Management
5076
Tieton Capital Management
Washington
$292M +$4.27M +1% 3.04% 172% 36 11.11% 5.5
Arch Capital Group
5077
Arch Capital Group
Bermuda
$292M -$1.53M -0.5% 0.52% 2.89% 4 0% 3.3
SL
5078
Sonnipe Ltd
Isle Of Man
$292M -$103M -26% 23.8% 57.8% 1 0% 3
LJCM
5079
Lee Johnson Capital Management
Texas
$292M -$9.5M -3% 1.8% 118% 114 34.21% 0.8
Ascension Capital Advisors
5080
Ascension Capital Advisors
Texas
$291M +$34.5M +13% 0.7% 59.3% 52 38.46% 2.8
Beacon Wealthcare LLC
5081
Beacon Wealthcare LLC
North Carolina
$291M +$6.56M +2% 1.5% 47% 24 0% 2.9
University of Illinois Foundation
5082
University of Illinois Foundation
Illinois
$291M +$7.97M +3% 1.23% – 17 47.06% 0.6
Glynn Capital Management
5083
Glynn Capital Management
California
$291M -$25.7M -8% 2.53% 252% 37 5.41% 4.2
Financial Connections Group
5084
Financial Connections Group
California
$291M +$34.6M +14% 2.2% 44.4% 252 11.11% 2.2
Arkfeld Wealth Strategies
5085
Arkfeld Wealth Strategies
Nebraska
$291M +$16.8M +6% 2.86% 90.8% 119 9.24% 3.1
Juniper Investment Company
5086
Juniper Investment Company
New York
$291M +$29.4M +11% 8.28% 358% 9 11.11% 4.7
Adapt Wealth Advisors
5087
Adapt Wealth Advisors
Georgia
$291M +$20.1M +7% 2.04% – 121 23.14% 0.9
O'Neil Global Advisors
5088
O'Neil Global Advisors
California
$291M -$252M -46% 20.1% 1,833% 85 76.47% 0.2
Powell Investment Advisors
5089
Powell Investment Advisors
Florida
$290M +$4.44M +2% 1.67% 82.4% 176 9.66% 3.2
AXS Investments
5090
AXS Investments
New York
$290M -$27M -8% 0.14% 107% 206 10.19% 1.6
SCI
5091
Silver Coast Investments
United States
$290M -$1.01M -0.3% 1.84% – 118 14.41% 1.5
Main Street Group
5092
Main Street Group
Virginia
$290M -$51.5M -15% 1.86% 98.3% 829 89.14% 1.9
Criteria Caixa
5093
Criteria Caixa
Spain
$290M -$563M -66% 3.87% 35.5% 19 57.89% 2.7
SL
5094
SOF Ltd
Cayman Islands
$290M -$48.1M -14% 14.2% 42.3% 1 0% 9
Wealth Advisors of Tampa Bay
5095
Wealth Advisors of Tampa Bay
Florida
$290M -$10.4M -3% 2.29% 86.2% 98 9.18% 4
Chaney Capital Management
5096
Chaney Capital Management
Washington
$290M +$7.81M +3% 2.45% – 40 7.5% 1.6
BE
5097
Bonness Enterprises
District of Columbia
$290M -$15.1M -5% 0.66% 98.6% 39 5.13% 11.4
Midwest Heritage Bank
5098
Midwest Heritage Bank
Iowa
$290M +$7.29M +3% 1.75% 52.2% 62 9.68% 2.7
Hutchens & Kramer Investment Management Group
5099
Hutchens & Kramer Investment Management Group
Indiana
$290M +$35.7M +14% 2.55% 83% 189 14.81% 1.9
Elevated Financial Group
5100
Elevated Financial Group
Indiana
$289M – – 2.9% – 126 – 0