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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)
Almitas Capital
5176
Almitas Capital
California
$134M -$59.5M -31% 9.96% 86.1% 124 37.9% 0.8
Providence Wealth Advisors
5177
Providence Wealth Advisors
Illinois
$134M -$4.7M -3% 4.22% 112% 99 5.05% 3.2
AIM
5178
Aquila Investment Management
New York
$134M -$6.99M -5% 2.57% 53.3% 101 23.76% 0.5
GBI
5179
GP Brinson Investments
Illinois
$134M +$6.04M +5% 8.46% 51.2% 17 17.65% 1.4
Thomist Capital Management
5180
Thomist Capital Management
Texas
$134M -$9.22M -6% 10.8% 71.2% 36 83.33% 0.1
Forum Private Client Group
5181
Forum Private Client Group
Indiana
$134M -$3.76M -3% 5.34% 47.9% 69 10.14% 0.5
Investment Research & Advisory Group
5182
Investment Research & Advisory Group
Georgia
$134M -$4.64M -3% 5.11% 105% 183 9.29% 1.9
Silver Oak Advisory Group
5183
Silver Oak Advisory Group
Oregon
$133M -$7.72M -5% 5.56% 27% 55 7.27% 0.7
SMP
5184
Santa Monica Partners
Florida
$133M -$241K -0.2% 0.97% 135% 23 8.7% 3.5
Treynor Bancshares
5185
Treynor Bancshares
Iowa
$133M -$4.97M -4% 5.48% 3.35% 75 5.33% 0.7
FWG Holdings
5186
FWG Holdings
Florida
$133M +$17.3M +15% 4.56% 91.6% 100 29% 0.9
Joule Financial
5187
Joule Financial
Kentucky
$133M +$5.21M +4% 2.64% 55.5% 94 22.34% 0.2
Sterling Investment Advisors (Missouri)
5188
Sterling Investment Advisors (Missouri)
Missouri
$133M -$12.3M -8% 6.9% 37.8% 24 0% 6.2
Briggs Advisory Group
5189
Briggs Advisory Group
Rhode Island
$133M -$3.54M -3% 6.9% – 52 11.54% 0.7
Milestone Advisory Partners
5190
Milestone Advisory Partners
North Carolina
$133M +$9.9M +8% 4.56% 19.7% 75 14.67% 2.4
Samson Rock Capital
5191
Samson Rock Capital
United Kingdom
$133M +$51.5M +63% 1.06% 166% 54 87.04% 0.1
Sequent Asset Management
5192
Sequent Asset Management
Texas
$133M -$2.83M -2% 2.67% 51.3% 70 4.29% 3.1
Piershale Financial Group
5193
Piershale Financial Group
Illinois
$133M +$24.8M +23% 2.37% 82% 12 25% 3.1
RM
5194
Rudius Management
New York
$133M -$25.2M -16% 15.2% 8.92% 4 0% 1.6
Aevitas Wealth Management
5195
Aevitas Wealth Management
Massachusetts
$133M -$14.6M -10% 5.23% 36.4% 110 2.73% 3.7
GMEI
5196
Global Media & Entertainment Investments
Bahamas
$133M -$10.2M -7% 0% 0% 1 0% 0.8
Aristides Capital
5197
Aristides Capital
Kentucky
$133M -$13.3M -9% 2.85% 126% 183 27.87% 1.1
Magma Venture Partners General Partner
5198
Magma Venture Partners General Partner
Israel
$133M +$16.1M +14% 18% 4.7% 3 0% 0.8
Westhampton Capital
5199
Westhampton Capital
North Carolina
$133M -$8.76M -6% 4.6% 95.6% 115 7.83% 2.7
Birch Capital Management
5200
Birch Capital Management
Texas
$132M -$7.61M -5% 4.27% 48.4% 118 22.88% 2