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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)
Slagle Financial
5176
Slagle Financial
Illinois
$248M +$23.1M +10% 7.55% 77.9% 125 30.4% 1.4
Peak Retirement Planning
5177
Peak Retirement Planning
Ohio
$248M +$67.4M +37% 6.08% – 125 21.6% 0.4
Iyo Bank
5178
Iyo Bank
Japan
$247M -$63.1M -20% 12.6% 125% 51 19.61% 2.2
Key Client Fiduciary Advisors
5179
Key Client Fiduciary Advisors
New Jersey
$247M +$27.5M +12% 11.2% 107% 211 10.43% 2.2
Obsidian Personal Planning Solutions
5180
Obsidian Personal Planning Solutions
Maryland
$247M +$23.2M +10% 6.53% 58.2% 114 8.77% 1.8
Biltmore Wealth Management
5181
Biltmore Wealth Management
Arizona
$247M +$10M +4% 6.69% 59.8% 58 0% 4.1
SVCM
5182
Saturn V Capital Management
Texas
$247M +$48.6M +25% 11.5% 1,083% 26 26.92% 1
Zullo Investment Group
5183
Zullo Investment Group
Pennsylvania
$247M +$13.3M +6% 13.8% 143% 157 10.19% 2.9
Pacifica Partners
5184
Pacifica Partners
Canada
$246M +$27.3M +12% 11.8% 127% 554 13% 3.2
Intrepid Capital Management
5185
Intrepid Capital Management
Florida
$246M +$40.4M +20% 6.39% 70.2% 121 19.83% 2.2
Merk Investments
5186
Merk Investments
California
$246M +$62.7M +34% 17.6% 303% 11 9.09% 3.9
HCM
5187
Horrell Capital Management
Arkansas
$246M +$6.76M +3% 3% 55.6% 191 9.95% 7
Searcy Financial Services
5188
Searcy Financial Services
Kansas
$246M +$14.8M +6% 5.96% 60.2% 28 17.86% 3.1
Hanover Advisors
5189
Hanover Advisors
South Carolina
$245M +$14.7M +6% 7.18% – 101 10.89% 1.3
Quadratic Capital Management
5190
Quadratic Capital Management
Connecticut
$245M -$143M -37% 0.84% 0.6% 2 0% 4.1
Powszechne Towarzystwo Emerytalne Allianz Polska
5191
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$245M +$23.2M +10% 12.9% – 12 0% 1.1
Metavasi Capital
5192
Metavasi Capital
New York
$245M +$87.5M +56% 51.5% 840% 37 51.35% 0.7
Axis Capital Holdings
5193
Axis Capital Holdings
$245M +$13.7M +6% 10.5% 76% 2 0% 6.9
Palogic Value Management
5194
Palogic Value Management
Texas
$245M +$13.6M +6% 4.64% 31.3% 175 16% 1.9
Altman Advisors
5195
Altman Advisors
Illinois
$245M +$27.8M +13% 13.4% 127% 101 11.88% 2.4
OMC Financial Services
5196
OMC Financial Services
New York
$245M +$21.9M +10% 15.5% – 65 4.62% 1.1
EAM
5197
Eukles Asset Management
Ohio
$245M +$16.6M +7% 9.84% 77.2% 243 10.29% 4.2
Shaker Investments
5198
Shaker Investments
Ohio
$244M +$36.8M +18% 21% 205% 118 38.14% 2.1
JPLA
5199
Joseph P. Lucia & Associates
New York
$244M +$25.5M +12% 9.91% 74.3% 154 11.04% 3.5
Hazlett, Burt & Watson
5200
Hazlett, Burt & Watson
West Virginia
$244M +$21.7M +10% 9.89% 97.1% 884 15.95% 2.2