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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)
First Financial Corp
5276
First Financial Corp
Indiana
$165M +$1.4M +0.9% 3.37% 95.3% 365 9.32% 5.9
Samalin Investment Counsel
5277
Samalin Investment Counsel
New York
$165M -$1.6M -1% 1.83% 68.3% 273 16.12% 1.5
Midwest Wealth Management
5278
Midwest Wealth Management
Indiana
$165M +$4.88M +3% 0.54% – 104 12.5% 1.1
Goepper Burkhardt
5279
Goepper Burkhardt
South Carolina
$165M -$3.54M -2% 4.35% 50.4% 73 15.07% 1.1
Provident Wealth Management
5280
Provident Wealth Management
Tennessee
$165M +$12.4M +8% 3.46% 61.1% 107 28.04% 1.2
Fifth Lane Capital
5281
Fifth Lane Capital
Texas
$165M -$5.79M -3% 0.43% 80.4% 459 65.36% 0.1
Seneca Financial Advisors
5282
Seneca Financial Advisors
New York
$165M -$4.35M -3% 4.89% 50.9% 51 19.61% 1
Investment Advisory Group
5283
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 3.88% 61.6% 133 10.53% 0.2
AIA
5284
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 4.82% 56.4% 115 1.74% 2.3
JPLA
5285
Joseph P. Lucia & Associates
New York
$164M +$7.08M +5% 4.99% 74.3% 483 72.46% 0.6
Jacob Asset Management of New York
5286
Jacob Asset Management of New York
California
$164M -$59.6M -27% 14% 22.7% 79 11.39% 1.7
Cascade Investment Advisors
5287
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 0.89% 71.4% 277 13.72% 3.4
SFI Advisors
5288
SFI Advisors
New Jersey
$164M +$50.9M +45% 10.1% 82.9% 72 20.83% 0.2
Bouvel Investment Partners
5289
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 5.95% 199% 67 4.48% 1.1
Hickory Lane Capital Management
5290
Hickory Lane Capital Management
New York
$164M -$24.2M -13% 3.73% – 42 30.95% 0.7
Orser Capital Management
5291
Orser Capital Management
Texas
$164M -$34.4M -17% 5.29% 128% 105 31.43% 2
Aristides Capital
5292
Aristides Capital
Kentucky
$164M -$54.6M -25% 3.27% 126% 337 62.91% 0.7
RCA
5293
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 7.06% 7.31% 25 8% 3
Aevitas Wealth Management
5294
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 0.53% 36.4% 128 14.06% 3.1
Summit Rock Advisors
5295
Summit Rock Advisors
New York
$163M -$3.94M -2% 24% – 10 40% 0.5
Norwood Investment Partners
5296
Norwood Investment Partners
California
$163M -$20M -11% 10.3% 25.2% 12 41.67% 0.2
Corrado Advisors
5297
Corrado Advisors
New Jersey
$163M -$3.64M -2% 4.62% 73.1% 118 21.19% 2.3
Cerro Pacific Wealth Advisors
5298
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 4.54% – 123 6.5% 1
Lederer & Associates Investment Counsel
5299
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 3.54% 92.7% 90 2.22% 4.1
QGA
5300
Q Global Advisors
Texas
$163M -$273M -63% 7.46% 79% 448 49.11% 0.3