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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)
AIA
5376
Arcadia Investment Advisors
Idaho
$145M +$2.19M +2% 5.26% 56.4% 93 8.6% 3.3
Avory & Company
5377
Avory & Company
Florida
$145M +$21M +17% 16.4% 74.9% 29 6.9% 1.3
Rain Capital Management
5378
Rain Capital Management
Oregon
$145M +$12M +9% 5.1% 18.2% 129 32.56% 1.8
AC
5379
Athos Capital
Hong Kong
$145M -$27.7M -16% 64% 110% 121 42.15% 0.7
Arias Resource Capital
5380
Arias Resource Capital
Cayman Islands
$145M -$5.61M -4% 3.72% 81.3% 1 0% 1.8
CC
5381
Codex Capital
New York
$145M +$25.4M +21% 24.9% 84.4% 38 5.26% 2
Norwood Investment Partners
5382
Norwood Investment Partners
California
$145M +$20.6M +17% 13.4% 25.2% 11 0% 0.9
EPIQ Partners
5383
EPIQ Partners
Minnesota
$145M -$5.31M -4% 2.15% 49.6% 81 14.81% 2.3
Signet Investment Advisory Group
5384
Signet Investment Advisory Group
Rhode Island
$145M +$3.05M +2% 3.18% 68.2% 69 10.14% 3.5
Hapanowicz & Associates Financial Services
5385
Hapanowicz & Associates Financial Services
Pennsylvania
$145M +$7.12M +5% 4.37% 65% 31 9.68% 3
AlphaCentric Advisors
5386
AlphaCentric Advisors
Puerto Rico
$145M +$43.7M +43% 0.63% – 223 32.29% 0.7
Harrington Investments
5387
Harrington Investments
California
$145M +$6.65M +5% 8.88% 109% 81 6.17% 4.4
Catalyst Private Wealth
5388
Catalyst Private Wealth
California
$145M +$21.7M +18% 18.4% 120% 75 6.67% 1.7
BMS Financial Advisors
5389
BMS Financial Advisors
South Dakota
$145M -$6.16M -4% 6.54% – 121 35.54% 0.8
WJ Interests
5390
WJ Interests
Texas
$145M +$24.1M +20% 5.95% 55.2% 71 87.32% 0.6
Old North State Trust
5391
Old North State Trust
North Carolina
$144M -$7.67M -5% 3.31% – 473 8.67% 1.2
Quad-Cities Investment Group
5392
Quad-Cities Investment Group
Iowa
$144M +$8.65M +6% 5.4% 67.3% 182 12.64% 3
WHAM
5393
Windmill Hill Asset Management
United Kingdom
$144M -$11.1M -7% 8.65% 98.1% 34 23.53% 0.7
KFG Wealth Management
5394
KFG Wealth Management
Indiana
$144M +$46.8M +48% 8.45% 55.9% 101 32.67% 0.2
Loudon Investment Management
5395
Loudon Investment Management
New Hampshire
$144M +$5.84M +4% 5.44% 72.5% 94 6.38% 5
Matrix Private Capital Group
5396
Matrix Private Capital Group
New York
$144M -$9.03M -6% 4.91% 62.5% 210 17.14% 2.3
First National Bank Sioux Falls
5397
First National Bank Sioux Falls
South Dakota
$144M +$6.29M +5% 4.75% 70.3% 116 11.21% 3.8
Warner Financial
5398
Warner Financial
Maryland
$144M +$13.1M +10% 5.6% 69.2% 94 6.38% 1
CC
5399
Corton Capital
Ontario, Canada
$144M +$22.7M +19% 17% 225% 403 48.39% 0.4
Albert D. Mason Inc
5400
Albert D. Mason Inc
Massachusetts
$144M +$4.08M +3% 5.56% 83.4% 162 8.02% 4.8