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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)
ANB Bank
5201
ANB Bank
Colorado
$224M -$3.97M -2% 0.6% – 125 15.2% 0.2
Sims Investment Management
5202
Sims Investment Management
Ohio
$224M +$46.9M +27% 5.82% – 45 26.67% 0.2
WorthPointe
5203
WorthPointe
California
$224M -$21.9M -9% 2.23% 59.7% 101 19.8% 1.4
Moerus Capital Management
5204
Moerus Capital Management
New York
$224M -$50.4M -18% 8.05% 220% 19 36.84% 3.8
CNBT
5205
Cornerstone National Bank & Trust
Illinois
$224M +$5.81M +3% 0.26% 38.5% 177 10.17% 1.8
Eos Management LP
5206
Eos Management LP
New York
$224M -$13.9M -6% 0.24% 149% 43 13.95% 3
New Wave Wealth Advisors
5207
New Wave Wealth Advisors
Arkansas
$223M -$20.8M -9% 2.79% – 719 82.61% 0.6
Exeter Financial
5208
Exeter Financial
Arizona
$223M +$4.48M +2% 2.06% 59.1% 91 1.1% 5.6
Lynch Asset Management
5209
Lynch Asset Management
Pennsylvania
$223M -$24.1M -10% 8.65% 214% 45 8.89% 2.9
OMC Financial Services
5210
OMC Financial Services
New York
$223M -$12.4M -5% 2.56% – 63 3.17% 0.9
Financial Connections Group
5211
Financial Connections Group
California
$223M +$14.7M +7% 1.6% 44.4% 246 14.23% 1.7
Houlihan Financial Resource Group
5212
Houlihan Financial Resource Group
Virginia
$223M -$11.9M -5% 2.33% 50.6% 105 3.81% 2.4
Wilshire Advisors
5213
Wilshire Advisors
California
$223M -$51.2M -19% 0.47% 118% 13 15.38% 3.1
Forza Wealth Management
5214
Forza Wealth Management
Florida
$222M +$2.99M +1% 2.54% 69.8% 184 4.35% 2
Hazlett, Burt & Watson
5215
Hazlett, Burt & Watson
West Virginia
$222M -$3.45M -2% 1.83% 108% 853 16.06% 2
Headwater Capital
5216
Headwater Capital
China
$222M +$34.8M +19% 0.93% – 15 66.67% 0.1
Juniper Investment Company
5217
Juniper Investment Company
New York
$222M -$31.4M -12% 10.7% 358% 12 0% 3.2
NCM
5218
NCM Capital Management
New Jersey
$222M +$450K +0.2% 0.74% 105% 176 6.25% 2.5
Affinity Partners
5219
Affinity Partners
Florida
$222M -$38.7M -15% 14.8% – 1 0% 0.3
Rockingstone Advisors
5220
Rockingstone Advisors
Massachusetts
$222M -$4.22M -2% 0.08% 114% 104 3.85% 1.8
Powszechne Towarzystwo Emerytalne Allianz Polska
5221
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$222M +$91.7M +70% 8.33% – 12 16.67% 0.8
Keeler & Nadler Financial Planning & Wealth Management
5222
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 2.13% 72.1% 73 6.85% 2
Wittenberg Investment Management
5223
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 1.25% 89.9% 77 7.79% 5.2
Wealthedge Investment Advisors
5224
Wealthedge Investment Advisors
New York
$222M -$163K -0.1% 3.43% – 218 38.07% 0.2
BridgePort Financial Solutions
5225
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 0.61% – 166 6.63% 0.2