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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)
Crux Wealth Advisors
5326
Crux Wealth Advisors
California
$261M -$8.13M -3% 2.46% – 192 14.06% 1
Southern Michigan Bank & Trust
5327
Southern Michigan Bank & Trust
Michigan
$261M – – 1.69% – 424 – 0
NWK Group
5328
NWK Group
California
$261M -$27.3M -9% 1.23% 268% 72 15.28% 3.8
Intrepid Capital Management
5329
Intrepid Capital Management
Florida
$261M +$2.04M +0.8% 0.87% 70.2% 110 7.27% 2.7
Thomas Story & Son
5330
Thomas Story & Son
Indiana
$261M -$8.56M -3% 2.52% 101% 54 11.11% 7.5
Owen LaRue
5331
Owen LaRue
Kentucky
$261M -$2.39M -0.9% 0.33% 126% 138 20.29% 1.5
Lunt Capital Management
5332
Lunt Capital Management
Utah
$260M -$6.51M -2% 2.8% 36.9% 106 16.04% 1.8
WJ Interests
5333
WJ Interests
Texas
$260M +$28M +12% 0.06% 55.2% 20 5% 2.3
Adams Street Partners
5334
Adams Street Partners
Illinois
$260M -$3.59M -1% 10.1% 399% 5 40% 6.2
MBA Advisors
5335
MBA Advisors
Pennsylvania
$260M +$12.2M +5% 1.06% 66.1% 150 10.67% 3.3
Letson Investment Management
5336
Letson Investment Management
Georgia
$260M -$12.4M -5% 2.54% 56.7% 104 5.77% 1.9
Silver Heights Capital Management
5337
Silver Heights Capital Management
Ontario, Canada
$260M +$8.15M +3% 26.8% 39.8% 5 20% 7
Bull Oak Capital
5338
Bull Oak Capital
California
$260M +$15.4M +6% 2.02% 62.1% 41 19.51% 1.3
HFM Investment Advisors
5339
HFM Investment Advisors
New Jersey
$260M +$4.23M +2% 0.16% – 1,320 11.67% 0.9
Robertson Opportunity Capital
5340
Robertson Opportunity Capital
Texas
$260M -$15.6M -6% 1.54% 93.4% 30 13.33% 6.4
Bayview Asset Management
5341
Bayview Asset Management
Florida
$260M -$173M -40% 5.05% 55.4% 96 63.54% 0.5
MWA
5342
Miller Wealth Advisors
Colorado
$260M -$10.9M -4% 0.32% 147% 140 19.29% 2.4
Kaleidoscope Capital
5343
Kaleidoscope Capital
Massachusetts
$260M -$2.06M -0.8% 18.7% – 15 26.67% 2.2
SC
5344
Sawyer & Company
Massachusetts
$260M -$22.9M -8% 4.01% 111% 218 15.14% 4.5
Woodward Financial Advisors
5345
Woodward Financial Advisors
North Carolina
$260M -$7.47M -3% 0.15% 55% 63 7.94% 3.1
BOC
5346
Barbara Oil Co
Illinois
$259M -$9.9M -4% 3.27% 76.9% 78 14.1% 9.6
JDM Financial Group
5347
JDM Financial Group
Texas
$259M +$1.77M +0.7% 1.23% 56.7% 321 23.68% 1.7
Financial Council
5348
Financial Council
Maryland
$259M +$8.72M +3% 2.71% 88.6% 107 11.21% 2.7
Toews Corporation
5349
Toews Corporation
New Jersey
$259M -$428M -62% 4.44% 22% 15 60% 2.2
Potentia Wealth
5350
Potentia Wealth
California
$259M -$13.9M -5% 2.73% – 97 11.34% 1