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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)
Innealta Capital
5176
Innealta Capital
Texas
$172M -$30M -15% 0.89% 63.7% 72 16.67% 1.4
Banyan Capital Management
5177
Banyan Capital Management
Georgia
$172M -$1.7M -1% 0.48% 42.5% 20 5% 2.9
Fullen Financial Group
5178
Fullen Financial Group
Ohio
$171M -$7.99M -4% 5.21% 28.4% 61 1.64% 1.6
Legacy Bridge
5179
Legacy Bridge
Iowa
$171M -$20.8M -11% 5.4% 236% 315 4.13% 2.5
Cape Ann Asset Management
5180
Cape Ann Asset Management
United Kingdom
$171M -$6M -3% 7.79% 199% 8 25% 1.3
Brown Advisory Securities
5181
Brown Advisory Securities
Maryland
$171M -$64M -27% 1.94% 51% 220 23.64% 5.6
STC
5182
Sarah T. Connolly
$171M -$8.2M -5% 5.39% 35% 97 5.15% 1.2
Sequent Asset Management
5183
Sequent Asset Management
Texas
$171M -$12.5M -7% 0.15% 51.3% 79 20.25% 2.8
HCM
5184
Hall Capital Management
Rhode Island
$171M -$5.98M -3% 3.73% – 102 8.82% 4.5
SA
5185
Stonebridge Advisors
Connecticut
$171M -$24.9M -13% 9.77% 3.35% 5 40% 0.3
Running Point Capital Advisors
5186
Running Point Capital Advisors
California
$171M +$4.01M +2% 7.25% 52.1% 228 51.32% 0.5
Pavion Blue Capital
5187
Pavion Blue Capital
California
$171M -$1.49M -0.9% 1% 77.6% 102 16.67% 1.7
OCP
5188
OCO Capital Partners
New York
$171M -$15.9M -9% 9.49% 679% 8 75% 0.8
Mine & Arao Wealth Creation & Management
5189
Mine & Arao Wealth Creation & Management
California
$171M -$10.8M -6% 4.82% 105% 329 5.78% 1.7
TLW Wealth Management
5190
TLW Wealth Management
Florida
$171M -$17M -9% 3.17% 98.3% 18 11.11% 2.8
Missouri Trust & Investment Company
5191
Missouri Trust & Investment Company
Missouri
$171M -$2.48M -1% 4.32% 65.1% 401 12.22% 0.2
Folketrygdfondet
5192
Folketrygdfondet
Norway
$171M -$3.97B -96% 30.6% 30.6% 10 0% 6
Independent Order of Foresters
5193
Independent Order of Foresters
Ontario, Canada
$170M -$10.3M -6% 5.55% 66.3% 14 14.29% 1.6
Searcy Financial Services
5194
Searcy Financial Services
Kansas
$170M -$53M -24% 1.76% 60.2% 26 38.46% 1.9
MIC
5195
Maxi Investments CY
Cyprus
$170M -$16.3M -9% 12.3% 83.2% 60 21.67% 0.2
Horan Securities
5196
Horan Securities
United States
$170M +$2.33M +1% 4.56% 50.1% 565 6.37% 1.5
Adaptive Financial Consulting
5197
Adaptive Financial Consulting
Ohio
$170M -$4.91M -3% 6.44% 33.4% 20 15% 1.9
FIDELIS iM
5198
FIDELIS iM
Oregon
$170M -$4.93M -3% 5.63% 44.8% 24 20.83% 0.4
Waypoint Capital Advisors
5199
Waypoint Capital Advisors
Minnesota
$170M +$24.4M +17% 4.2% 50.3% 125 27.2% 0.2
Baugh & Associates
5200
Baugh & Associates
Georgia
$170M -$10.9M -6% 1.41% 98.8% 41 2.44% 3.5