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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)
Northeast Financial Group
5126
Northeast Financial Group
Pennsylvania
$155M +$2.01M +1% 0.21% 31.6% 53 22.64% 0.7
Harbor Group
5127
Harbor Group
New Hampshire
$155M +$3.22M +2% 0.98% 43% 51 13.73% 0.6
AJU IB Investment Company
5128
AJU IB Investment Company
South Korea
$155M -$18.5M -11% 23.6% – 11 0% 0.8
RP
5129
RBS Partners
Florida
$155M -$28.6M -16% 6.6% 210% 3 33.33% 7.8
Lederer & Associates Investment Counsel
5130
Lederer & Associates Investment Counsel
California
$155M +$4.7M +3% 0.44% 92.7% 90 10% 3.8
ICW Investment Advisors
5131
ICW Investment Advisors
Arizona
$155M +$1.72M +1% 0.34% 58.6% 133 7.52% 1.6
Sittner & Nelson
5132
Sittner & Nelson
Oregon
$155M +$13M +9% 0.33% 88.1% 426 8.92% 0.7
Burke & Herbert Bank & Trust
5133
Burke & Herbert Bank & Trust
Virginia
$155M -$805K -0.5% 0.63% 67.8% 152 4.61% 5.5
Accel Wealth Management
5134
Accel Wealth Management
Iowa
$155M +$3.91M +3% 0.91% 82.4% 913 12.6% 0.7
Hill Investment Group Partners
5135
Hill Investment Group Partners
Missouri
$155M +$33.8M +28% 1.29% 50.6% 29 10.34% 0.2
Cape Ann Savings Bank
5136
Cape Ann Savings Bank
Massachusetts
$155M -$3.91M -2% 0.65% 72.7% 91 5.49% 4.7
Safeguard Investment Advisory Group
5137
Safeguard Investment Advisory Group
California
$155M +$14.2M +10% 1.3% 84.3% 89 5.62% 0.6
Must Asset Management
5138
Must Asset Management
South Korea
$155M +$12.8M +9% 16.6% 65.2% 45 40% 0.4
Accel XI Associates
5139
Accel XI Associates
California
$154M -$170M -52% 19.5% – 3 33.33% 0.5
Verity Asset Management
5140
Verity Asset Management
North Carolina
$154M -$28.1M -15% 1.36% 79.7% 247 32.39% 1.7
SMP
5141
Santa Monica Partners
Florida
$154M -$5.88M -4% 0.25% 102% 27 18.52% 2.7
Your Advocates Ltd
5142
Your Advocates Ltd
Texas
$154M +$421K +0.3% 1.11% 50% 214 36.45% 0.8
Values First Advisors
5143
Values First Advisors
Tennessee
$154M +$6.94M +5% 1.18% 87.6% 160 15.63% 1.3
Connacht Asset Management
5144
Connacht Asset Management
New York
$154M -$77.9M -34% 5.47% 63.8% 145 54.48% 0.3
Weitzel Financial Services
5145
Weitzel Financial Services
Iowa
$154M +$2.74M +2% 1.16% 46.3% 30 10% 0.7
Sowa Financial Group
5146
Sowa Financial Group
Rhode Island
$154M +$19.2M +14% 0.62% 100% 71 5.63% 1.6
A.D. Beadell Investment Counsel
5147
A.D. Beadell Investment Counsel
Wisconsin
$154M -$4.19M -3% 1.91% 83.3% 98 10.2% 3.7
Consolidated Planning Corp
5148
Consolidated Planning Corp
Georgia
$154M +$18.8M +14% 0.34% 84.6% 506 88.34% 0.2
GoodHaven Capital Management
5149
GoodHaven Capital Management
New Jersey
$154M +$3.42M +2% 1.7% 80.7% 29 13.79% 3.3
Samalin Investment Counsel
5150
Samalin Investment Counsel
New York
$154M -$522K -0.3% 1.68% 68.3% 254 14.17% 1.2