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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)
SST
5201
S Squared Technology
New York
$263M +$25.7M +11% 15.8% 223% 41 26.83% 3.1
BancFirst Trust & Investment Management
5202
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 4.63% 44.1% 43 11.63% 2.2
Avaii Wealth Management
5203
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 11.9% 100% 157 20.38% 1.7
Agate Pass Investment Management
5204
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 9.16% 76% 108 5.56% 2.9
RJA Asset Management
5205
RJA Asset Management
Connecticut
$263M -$27.8M -10% 22.5% 80.2% 4 25% 2.3
Freedom Financial Partners
5206
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 7.63% – 84 10.71% 0.6
Painted Porch Advisors
5207
Painted Porch Advisors
California
$262M +$18.7M +8% 5.98% – 512 17.19% 1
Marcho Partners
5208
Marcho Partners
United Kingdom
$262M -$19.9M -7% 11.7% 115% 9 0% 2.4
Intrepid Financial Planning Group
5209
Intrepid Financial Planning Group
Indiana
$262M +$24.4M +10% 8.25% 92.5% 134 12.69% 2.2
Goodlander Investment Management
5210
Goodlander Investment Management
Texas
$262M +$18.7M +8% 41.4% – 17 70.59% 0.2
Woodward Financial Advisors
5211
Woodward Financial Advisors
North Carolina
$262M +$19.4M +8% 5.75% 55% 63 12.7% 2.7
Daily Journal Corp
5212
Daily Journal Corp
California
$262M +$26.9M +11% 13.4% 109% 4 0% 9.9
Fourth Dimension Wealth
5213
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 7.28% – 616 6.49% 0.7
Potentia Wealth
5214
Potentia Wealth
California
$262M +$86.6M +49% 8.94% – 96 28.13% 0.5
Biltmore Wealth Management
5215
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 6.17% 59.8% 60 6.67% 4.3
Wealthspan Partners
5216
Wealthspan Partners
Iowa
$262M +$20M +8% 6.47% 65% 127 5.51% 2.3
SIM
5217
Synergy Investment Management
Florida
$262M +$95.9M +58% 6.97% – 129 38.76% 0.5
SM
5218
Samjo Management
New York
$262M +$24.8M +10% 11.8% – 64 17.19% 1.3
Cura Wealth Advisors
5219
Cura Wealth Advisors
Illinois
$262M +$11.6M +5% 5.9% – 142 28.87% 0.5
Dow Chemical Company
5220
Dow Chemical Company
Michigan
$262M +$24M +10% 6.6% 29.4% 7 57.14% 1.3
Lunt Capital Management
5221
Lunt Capital Management
Utah
$262M +$259K +0.1% 4.91% 36.9% 95 7.37% 1.6
Juniper Investment Company
5222
Juniper Investment Company
New York
$261M +$18.2M +7% 20.2% 358% 12 25% 4.1
Tiemann Investment Advisors
5223
Tiemann Investment Advisors
California
$261M +$17.3M +7% 8.27% 77% 210 7.14% 6.8
Altman Advisors
5224
Altman Advisors
Illinois
$261M +$16.6M +7% 9.56% 127% 98 8.16% 2.6
Sea Cliff Partners Management
5225
Sea Cliff Partners Management
California
$261M -$32M -11% 1.95% – 16 12.5% 0.8