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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)
Newman & Schimel
5251
Newman & Schimel
Illinois
$176M +$16.3M +10% 5.75% – 52 11.54% 0.9
I2I
5252
Insight 2811 Inc
Illinois
$176M +$6.84M +4% 3.21% 31.3% 87 18.39% 3.5
Matrix China Management IV
5253
Matrix China Management IV
Cayman Islands
$176M – – 41.6% – 1 – 0
Orleans Capital Management
5254
Orleans Capital Management
Louisiana
$176M +$19.4M +12% 13.3% 94.6% 82 6.1% 1.6
Orion Capital Management
5255
Orion Capital Management
California
$176M +$10.7M +6% 7.47% 75.3% 392 9.69% 0.8
Powell Investment Advisors
5256
Powell Investment Advisors
Florida
$176M +$14M +9% 6.28% 82.4% 141 19.86% 1.5
Signet Investment Advisory Group
5257
Signet Investment Advisory Group
Rhode Island
$176M +$17.3M +11% 9.88% 68.2% 88 5.68% 2.2
EC
5258
Euclidean Capital
New York
$176M -$29.8M -15% 0.41% 79.7% 12 25% 0.7
SWS Partners
5259
SWS Partners
Ohio
$176M +$14.5M +9% 10.7% 127% 89 22.47% 2
DeDora Capital
5260
DeDora Capital
California
$176M -$54.3M -24% 10.5% 91.2% 115 67.83% 1.7
Sterling Investment Advisors (Missouri)
5261
Sterling Investment Advisors (Missouri)
Missouri
$176M +$9.05M +5% 2.8% 45.1% 32 15.63% 4.6
Godshalk Welsh Capital Management
5262
Godshalk Welsh Capital Management
Pennsylvania
$176M +$15.3M +10% 10.9% 61.1% 118 3.39% 5
QVIDTVM Management
5263
QVIDTVM Management
Texas
$176M – – 5.56% 19.5% 12 – 0
One Advisory Partners
5264
One Advisory Partners
Kansas
$176M +$14.5M +9% 4.74% 58.3% 32 15.63% 1
Tacita Capital
5265
Tacita Capital
Ontario, Canada
$176M +$12.2M +7% 5.87% 72.3% 201 14.43% 0.8
First National Bank of Hutchinson
5266
First National Bank of Hutchinson
Kansas
$176M -$2.7M -2% 10.3% 121% 127 17.32% 3.1
Red Cedar Capital
5267
Red Cedar Capital
Nebraska
$175M +$12.4M +8% 7.33% 43% 168 3.57% 3
Leicht Financial Planning & Wealth Management
5268
Leicht Financial Planning & Wealth Management
New Jersey
$175M +$8.75M +5% 6.13% 50.2% 20 0% 1.3
Braemar Energy Ventures III
5269
Braemar Energy Ventures III
New York
$175M – – 4.7% – 1 – 0
Oxinas Partners Wealth Management
5270
Oxinas Partners Wealth Management
Indiana
$175M +$3.14M +2% 4.68% 91.4% 182 34.62% 0.7
Adaptive Financial Consulting
5271
Adaptive Financial Consulting
Ohio
$175M +$12.9M +8% 5.08% 33.4% 18 5.56% 1.7
FIDELIS iM
5272
FIDELIS iM
Oregon
$175M +$13.9M +9% 5.13% 44.8% 20 10% 0.2
LAM
5273
Lountzis Asset Management
Pennsylvania
$175M +$14.4M +9% 12.8% 124% 103 68.93% 1.5
CV Advisors
5274
CV Advisors
Florida
$175M – – 8.89% 112% 32 – 0
LPARFS
5275
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$175M +$70.6M +68% 12.2% – 115 60.87% 0.4