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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)
BMS Financial Advisors
5401
BMS Financial Advisors
South Dakota
$157M +$73K +0% 3.95% – 110 22.73% 0.2
Chronos Wealth Management
5402
Chronos Wealth Management
Florida
$157M -$7.84M -5% 1.82% 92.3% 47 14.89% 2.1
Clearfield Capital Management
5403
Clearfield Capital Management
New York
$157M -$30.5M -16% 1.22% 421% 7 42.86% 0.6
XXIP
5404
Xiamen Xinweidachuang Investment Partnership
China
$157M -$64M -29% 19.6% 66.6% 1 0% 0.3
Mitchell & Pahl Private Wealth
5405
Mitchell & Pahl Private Wealth
Oklahoma
$157M +$1.04M +0.7% 0.95% 82.3% 176 10.23% 1.1
Lansing Street Advisors
5406
Lansing Street Advisors
Pennsylvania
$157M – – 2.91% – 302 – 0
AFC
5407
AFT Forsyth & Company
Florida
$157M -$37.9M -19% 7.09% 135% 165 15.15% 5.1
OFG
5408
OTA Financial Group
New York
$157M +$10.7M +7% 70.5% 320% 147 78.23% 0.2
Eclectic Associates
5409
Eclectic Associates
California
$157M +$582K +0.4% 4.48% 53.8% 79 11.39% 1.1
Horizon Financial Services
5410
Horizon Financial Services
North Carolina
$157M -$7.87M -5% 5.29% 39.5% 126 57.14% 0.9
Arthedge Capital Management
5411
Arthedge Capital Management
New York
$157M -$55.4M -26% 19.4% 80.7% 18 11.11% 1.1
Farmers & Merchants Trust Co of Chambersburg PA
5412
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157M +$3.61M +2% 0.34% 65.5% 353 18.7% 3.6
Aurora Investment Counsel
5413
Aurora Investment Counsel
Georgia
$157M -$11.5M -7% 3.74% 31.7% 137 21.9% 1
Silicon Hills Wealth Management
5414
Silicon Hills Wealth Management
Texas
$157M -$4.76M -3% 3.77% 30.9% 121 16.53% 1.4
Caliber Wealth Management (Utah)
5415
Caliber Wealth Management (Utah)
Utah
$157M +$11.9M +8% 2.3% 36.5% 68 13.24% 1
Argus Investors Counsel
5416
Argus Investors Counsel
New York
$157M -$9.6M -6% 5.39% 132% 100 13% 4.4
Resolute Capital Asset Partners
5417
Resolute Capital Asset Partners
Colorado
$157M +$3.37M +2% 5.12% 657% 64 73.44% 0.1
Weitzel Financial Services
5418
Weitzel Financial Services
Iowa
$157M -$9.01M -5% 4.87% 46.3% 34 8.82% 1
Pointe Capital Management
5419
Pointe Capital Management
Michigan
$157M -$7.63M -5% 0.5% 62.6% 159 5.66% 3.5
Norwest Venture Partners XII
5420
Norwest Venture Partners XII
California
$156M -$101M -39% 36.1% – 3 33.33% 0.3
Range Financial Group
5421
Range Financial Group
Oregon
$156M +$4.74M +3% 2.37% 195% 189 23.81% 0.7
CI
5422
Carroll Investors
South Carolina
$156M -$19.9M -11% 9.71% 241% 223 28.25% 0.2
Applied Capital
5423
Applied Capital
Arkansas
$156M +$30.8M +25% 4.93% 52.6% 65 35.38% 0.7
Quad-Cities Investment Group
5424
Quad-Cities Investment Group
Iowa
$156M -$3.75M -2% 2.03% 67.3% 199 13.57% 2.5
LRT Capital Management
5425
LRT Capital Management
Texas
$156M +$24.9M +19% 6.88% 76.2% 79 50.63% 0.2