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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)
Tiemann Investment Advisors
5301
Tiemann Investment Advisors
California
$225M -$6.9M -3% 0.43% 77% 202 7.43% 6.8
Oxford Asset Management
5302
Oxford Asset Management
United Kingdom
$225M +$105M +87% 0.37% – 640 85.47% 0.1
Silver Heights Capital Management
5303
Silver Heights Capital Management
Ontario, Canada
$225M -$14.2M -6% 5% 39.8% 5 20% 7.1
Byrne Financial Freedom
5304
Byrne Financial Freedom
Massachusetts
$225M – – 6.84% – 99 – 0
Capricorn Fund Managers
5305
Capricorn Fund Managers
United Kingdom
$225M +$76.2M +51% 16.4% 173% 78 48.72% 0.8
Forum Private Client Group
5306
Forum Private Client Group
Indiana
$225M -$516K -0.2% 2.01% 47.9% 79 11.39% 0.9
Catalyst Private Wealth
5307
Catalyst Private Wealth
California
$225M +$20.7M +10% 19% 120% 87 9.2% 2.7
Access Financial Services
5308
Access Financial Services
Minnesota
$225M +$6.5M +3% 0.46% 44.8% 108 11.11% 3.5
Infusive Asset Management
5309
Infusive Asset Management
New York
$225M -$12.5M -5% 4.28% 33.8% 46 36.96% 1.1
Foresite Capital Management VI
5310
Foresite Capital Management VI
California
$224M – – 19.5% – 14 – 0
Meredith Wealth Planning
5311
Meredith Wealth Planning
Illinois
$224M +$14.8M +7% 2.16% 66.5% 51 9.8% 1.4
Eaton-Cambridge
5312
Eaton-Cambridge
Arizona
$224M +$13.3M +6% 1.89% – 36 19.44% 0.8
Mendel Money Management
5313
Mendel Money Management
Illinois
$224M -$7.34M -3% 1.43% 88.8% 140 6.43% 3.9
Stonebridge Financial Planning Group
5314
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 1.62% 72.4% 165 7.88% 2.9
FFA
5315
Florida Financial Advisors
Florida
$224M +$29.9M +15% 3.06% – 209 24.88% 0.6
BancFirst Trust & Investment Management
5316
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 3.55% 44.1% 56 5.36% 2.1
Altus Wealth Management
5317
Altus Wealth Management
Kentucky
$224M +$10.4M +5% 2.46% 73% 42 7.14% 3
TL Private Wealth
5318
TL Private Wealth
Texas
$223M -$106K -0% 0.06% 50.6% 45 6.67% 3.5
Meros Investment Management
5319
Meros Investment Management
Texas
$223M +$2.32M +1% 11.2% 102% 44 18.18% 1.7
Asset Value Investors
5320
Asset Value Investors
United Kingdom
$223M – – 4.11% – 5 – 0
Palmer Knight Company
5321
Palmer Knight Company
Florida
$223M -$4.32M -2% 3.99% 78.9% 35 5.71% 3.8
Azarias Capital Management
5322
Azarias Capital Management
Pennsylvania
$223M -$1.71M -0.8% 4.18% 58.2% 22 9.09% 2
FA
5323
FAI Advisors
Michigan
$223M – – 1.24% – 171 – 0
STF Management
5324
STF Management
Texas
$223M +$3.09M +1% 9.17% 208% 105 7.62% 1.8
Balanced Wealth Group
5325
Balanced Wealth Group
Ohio
$223M -$3.17M -1% 0.39% – 68 4.41% 0.9