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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)
Daily Journal Corp
5301
Daily Journal Corp
California
$235M +$19.6M +9% 9.79% 108% 4 0% 9.7
Seneca House Advisors
5302
Seneca House Advisors
Virginia
$235M +$351K +0.1% 7.19% 58.2% 93 17.2% 4.4
New Wave Wealth Advisors
5303
New Wave Wealth Advisors
Arkansas
$235M +$12.1M +5% 12.3% – 163 30.67% 0.7
MFC
5304
Mechanics Financial Corp
Ohio
$235M +$14.8M +7% 7.73% 81.6% 246 3.25% 2.7
Flagship Private Wealth
5305
Flagship Private Wealth
Massachusetts
$235M +$25.2M +12% 8.25% 62.7% 110 14.55% 2.8
Owen LaRue
5306
Owen LaRue
Kentucky
$235M +$34.4M +17% 16.4% 126% 115 29.57% 1.2
HM
5307
Harvest Management
New York
$235M +$8.57M +4% 14.8% 610% 93 78.49% 0.3
Two Point Capital Management
5308
Two Point Capital Management
New York
$235M – – 11.2% – 25 – 2.4
Landmark Wealth Management (New York)
5309
Landmark Wealth Management (New York)
New York
$235M +$8.16M +4% 5.06% 37.9% 87 13.79% 1.7
Crux Wealth Advisors
5310
Crux Wealth Advisors
California
$235M +$42.7M +22% 10.6% – 183 17.49% 0.4
SLA
5311
Silver Lake Advisory
Utah
$235M +$5.62M +2% 3.46% 76.7% 105 6.67% 4.2
MAS
5312
Madden Advisory Services
Florida
$235M +$20.1M +9% 7.74% 52.3% 101 0.99% 5.7
Palmer Knight Company
5313
Palmer Knight Company
Florida
$235M +$28.8M +14% 6.3% 78.9% 38 15.79% 3.8
Mount Lucas Management
5314
Mount Lucas Management
Pennsylvania
$235M -$76.4M -25% 10.5% 109% 193 40.41% 0.9
GBI
5315
GP Brinson Investments
Illinois
$235M +$6.41M +3% 6.01% 51.2% 16 6.25% 3.4
Five Oceans Advisors
5316
Five Oceans Advisors
California
$234M +$25.6M +12% 10.1% 85.3% 195 12.82% 2.3
Triton Wealth Management
5317
Triton Wealth Management
Arizona
$234M – – 15.2% – 107 – 2.6
Moerus Capital Management
5318
Moerus Capital Management
New York
$234M +$10.8M +5% 14% 220% 15 6.67% 4
Prairie Wealth Advisors
5319
Prairie Wealth Advisors
Nebraska
$234M +$30.7M +15% 15.5% – 154 9.09% 1
WJ Interests
5320
WJ Interests
Texas
$234M +$18.7M +9% 9.11% 55.2% 24 8.33% 1.5
HealthInvest Partners
5321
HealthInvest Partners
Sweden
$234M +$7.15M +3% 2.67% – 38 5.26% 1.6
ShariaPortfolio
5322
ShariaPortfolio
Florida
$234M +$41M +21% 20.8% 254% 27 18.52% 1.3
Game Creek Capital
5323
Game Creek Capital
Massachusetts
$233M +$33.4M +17% 13.5% 176% 87 27.59% 3.2
Cape Ann Asset Management
5324
Cape Ann Asset Management
United Kingdom
$233M +$70.7M +43% 14% 199% 9 22.22% 2.3
LWMI
5325
Landmark Wealth Management (Illinois)
Illinois
$233M +$23.8M +11% 5.95% – 53 24.53% 0.9