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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)
Bardin Hill Management Partners
5101
Bardin Hill Management Partners
New York
$214M -$25.8M -11% 14.1% 214% 48 45.83% 1
Left Brain Wealth Management
5102
Left Brain Wealth Management
Illinois
$214M +$7.66M +4% 5.76% 357% 75 14.67% 1.2
Samalin Investment Counsel
5103
Samalin Investment Counsel
New York
$214M +$4.18M +2% 2.39% 68.3% 285 5.96% 2.5
14B Capital Management
5104
14B Capital Management
California
$214M +$2.11M +1% 1.44% – 11 18.18% 0.4
LAM
5105
Lountzis Asset Management
Pennsylvania
$214M +$2.84M +1% 1.15% 144% 47 4.26% 2.7
Victory Financial Group
5106
Victory Financial Group
Texas
$214M +$44.8M +27% 2.44% – 80 27.5% 0.3
Socha Financial Group
5107
Socha Financial Group
New York
$214M -$14.3M -6% 1.9% 81.5% 31 38.71% 1.8
Mendel Money Management
5108
Mendel Money Management
Illinois
$214M -$2.56M -1% 0.4% 75.4% 135 7.41% 3.7
MMA Asset Management
5109
MMA Asset Management
Pennsylvania
$214M +$747K +0.4% 1.14% 54.3% 256 53.52% 2.1
Unique Wealth Strategies
5110
Unique Wealth Strategies
Illinois
$213M +$9.19M +4% 0.29% 96.9% 673 73.25% 0.1
Selkirk Management
5111
Selkirk Management
New Jersey
$213M +$18.4M +9% 13.3% 245% 16 6.25% 4.5
Threadgill Financial
5112
Threadgill Financial
Texas
$213M -$11.9M -5% 1.82% 49.3% 63 23.81% 1
WMA
5113
Wealth Management Associates
New Jersey
$213M $0 0% 4.67% 111% 204 0% 3.2
HCA
5114
Hyperion Capital Advisors
New York
$213M +$1.11M +0.5% 4.61% 86.1% 116 16.38% 1.8
Luminvest Wealth Management
5115
Luminvest Wealth Management
Arizona
$213M +$54.2M +34% 0.8% 47.7% 35 37.14% 0.3
Lokken Investment Group
5116
Lokken Investment Group
Delaware
$213M +$12M +6% 1.4% 65.3% 157 14.01% 2
O'Neil Global Advisors
5117
O'Neil Global Advisors
California
$213M +$132M +162% 19.2% 1,833% 70 77.14% 0.2
Retireful LLC
5118
Retireful LLC
Michigan
$213M -$27.9M -12% 5.85% 437% 153 80.39% 0.2
GPC
5119
Guardian Point Capital
Virginia
$213M -$109M -34% 2.6% 142% 11 9.09% 2.2
Retirement Financial Solutions
5120
Retirement Financial Solutions
Tennessee
$212M +$18M +9% 0.34% 52.5% 42 9.52% 1
Lloyd Advisory Services
5121
Lloyd Advisory Services
Georgia
$212M -$256M -55% 2.61% 47.7% 200 89.5% 0.3
Reliant Investment Management
5122
Reliant Investment Management
Tennessee
$212M -$974K -0.5% 2.04% 129% 64 15.63% 3.2
OMC Financial Services
5123
OMC Financial Services
New York
$212M +$15.5M +8% 8.13% – 63 9.52% 0.2
Kings Path Partners
5124
Kings Path Partners
Texas
$212M – – 0.02% – 282 – 0
Weinberger Asset Management
5125
Weinberger Asset Management
California
$212M +$5.11M +2% 2.58% 80% 81 6.17% 1.9