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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)
Eidelman Virant Capital
5226
Eidelman Virant Capital
Missouri
$139M -$46.7M -25% 16.4% 46.2% 214 26.17% 1.9
IWN
5227
Independent Wealth Network
Iowa
$139M -$18.6M -12% 11.4% 78.2% 218 22.48% 0.6
Peterson Wealth Services
5228
Peterson Wealth Services
Utah
$139M -$23.9M -15% 15.4% 153% 93 15.05% 0.4
Brooks Moore & Associates
5229
Brooks Moore & Associates
Tennessee
$139M -$24.2M -15% 8.93% 63.7% 99 13.13% 2.8
Providence Wealth Advisors
5230
Providence Wealth Advisors
Illinois
$139M -$17M -11% 10.9% 112% 104 11.54% 3
RWG
5231
Regal Wealth Group
California
$139M -$21.8M -14% 14.8% 17% 51 5.88% 5.2
MA
5232
Minerva Advisors
Pennsylvania
$139M -$15.9M -10% 9.26% 166% 67 5.97% 6.3
Aurora Investment Counsel
5233
Aurora Investment Counsel
Georgia
$138M -$18.3M -12% 12.7% 31.7% 137 26.28% 1.1
Bellevue Asset Management
5234
Bellevue Asset Management
Washington
$138M -$24.7M -15% 15.3% 56.7% 546 10.07% 2.1
Maltin Wealth Management
5235
Maltin Wealth Management
New Jersey
$138M -$12.9M -9% 10.9% 58.2% 136 36.03% 1.5
Treynor Bancshares
5236
Treynor Bancshares
Iowa
$138M -$9.6M -6% 10.8% 3.35% 80 10% 0.5
Investment Research & Advisory Group
5237
Investment Research & Advisory Group
Georgia
$138M -$21.3M -13% 16.1% 105% 206 23.79% 1.7
Genworth Financial
5238
Genworth Financial
Virginia
$138M +$21.6M +18% 14.7% 73.6% 2 0% 1.1
Alhambra Investment Management
5239
Alhambra Investment Management
Florida
$138M -$12.9M -9% 10.2% 67.7% 152 8.55% 1.9
Members Capital Advisors Inc
5240
Members Capital Advisors Inc
Wisconsin
$138M -$17.6M -11% 9.48% – 69 5.8% 1.7
Twin Lakes Capital Management
5241
Twin Lakes Capital Management
California
$138M -$39.2M -22% 7.82% 131% 305 65.9% 0.9
Bayshore Asset Management
5242
Bayshore Asset Management
Florida
$138M +$1.68M +1% 13.6% 62.3% 32 28.13% 0.4
Cordasco Financial Network
5243
Cordasco Financial Network
Florida
$138M -$17.1M -11% 14.6% 31.1% 618 12.94% 3.3
Eliot Finkel Investment Counsel
5244
Eliot Finkel Investment Counsel
California
$138M -$31.4M -19% 9.41% 88.9% 33 9.09% 4.1
Performa Ltd (US)
5245
Performa Ltd (US)
South Carolina
$138M -$4.28M -3% 16.3% 55.8% 72 27.78% 0.9
FIM
5246
FWL Investment Management
Texas
$138M -$24.1M -15% 13.1% 165% 49 20.41% 1
Accretive Wealth Partners
5247
Accretive Wealth Partners
New Jersey
$138M -$21.6M -14% 12.6% 57.3% 116 11.21% 1.2
L2 Asset Management
5248
L2 Asset Management
Massachusetts
$138M -$36.2M -21% 14.3% 128% 145 26.21% 0.8
Next Capital Management
5249
Next Capital Management
New York
$138M -$10.5M -7% 15.7% 61.3% 129 19.38% 1.9
Range Financial Group
5250
Range Financial Group
Oregon
$138M -$18.9M -12% 8.94% 195% 185 26.49% 0.9