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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)
Hoxton Planning & Management
5251
Hoxton Planning & Management
West Virginia
$162M -$19.8M -11% 6.32% 77.8% 168 21.43% 0.4
Ameliora Wealth Management
5252
Ameliora Wealth Management
Switzerland
$162M -$9.5M -6% 4.21% 73.9% 223 17.04% 0.7
Round Hill Asset Management
5253
Round Hill Asset Management
California
$162M +$1.44M +0.9% 3.79% 43.2% 61 3.28% 4.8
Ausbil Investment Management
5254
Ausbil Investment Management
Australia
$161M +$18.4M +13% 0.82% 115% 67 52.24% 0.3
MI
5255
Moneywise Inc
Virginia
$161M +$6.64M +4% 4.12% 58% 51 7.84% 3.5
Applied Capital
5256
Applied Capital
Arkansas
$161M +$11.3M +8% 4.34% 52.6% 35 2.86% 1.4
Matisse Capital
5257
Matisse Capital
Oregon
$161M +$6.27M +4% 5.51% 66.9% 182 10.99% 1.2
Silverleafe Capital Partners
5258
Silverleafe Capital Partners
Tennessee
$161M +$5.95M +4% 5.67% 87.7% 61 18.03% 2.5
Verger Capital Management
5259
Verger Capital Management
North Carolina
$161M -$24.3M -13% 3.01% 58.3% 32 62.5% 6.9
PCG Wealth Advisors
5260
PCG Wealth Advisors
Kansas
$161M +$2.78M +2% 1.94% 87% 118 14.41% 1
Bond & Devick Financial Network
5261
Bond & Devick Financial Network
Minnesota
$161M +$4.32M +3% 3.57% 46.9% 131 6.11% 1.9
PCR
5262
Potrero Capital Research
California
$161M -$6.71M -4% 7.63% 226% 30 23.33% 0.8
Income Research & Management
5263
Income Research & Management
Massachusetts
$161M -$32.7M -17% 0.01% 1.19% 17 5.88% 1.8
Simplicity Wealth
5264
Simplicity Wealth
New Jersey
$161M +$10.5M +7% 3.54% 82.2% 84 26.19% 0.6
Pragma Gestao de Patrimonio
5265
Pragma Gestao de Patrimonio
Brazil
$161M +$19.7M +14% 5.78% 75.2% 21 33.33% 1.3
LDR Capital Management
5266
LDR Capital Management
New York
$161M +$8.81M +6% 8.67% 28.4% 37 10.81% 1.5
Slagle Financial
5267
Slagle Financial
Illinois
$161M – – 4.74% 77.9% 118 – 0
Visa Foundation
5268
Visa Foundation
California
$161M -$6.19M -4% 9.26% 58.1% 1 0% 1.5
Family Capital Management
5269
Family Capital Management
Michigan
$160M -$70.8M -31% 6.67% 70.5% 79 5.06% 0.4
Members Advisory Group
5270
Members Advisory Group
New York
$160M +$5.6M +4% 2.41% 70.6% 20 10% 1.1
Black Diamond Capital Management
5271
Black Diamond Capital Management
Connecticut
$160M -$13.1M -8% 0.51% 28.3% 12 0% 2.8
Jentner Corp
5272
Jentner Corp
Ohio
$160M +$13.8M +9% 5.16% 38.9% 45 2.22% 3.5
22NW LP
5273
22NW LP
Washington
$160M -$2.6M -2% 23.9% 138% 17 17.65% 2.4
Murphy Middleton Hinkle & Parker
5274
Murphy Middleton Hinkle & Parker
Georgia
$160M -$953K -0.6% 3.94% 66.8% 140 7.86% 4.5
Mountain Lake Investment Management
5275
Mountain Lake Investment Management
Florida
$160M +$50.5M +46% 10.1% 64% 26 50% 1.8