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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)
LCM
5401
Lynx1 Capital Management
Puerto Rico
$153M +$32.7M +27% 32.4% 883% 19 36.84% 0.7
Treynor Bancshares
5402
Treynor Bancshares
Iowa
$153M -$6.17M -4% 2.54% 3.35% 74 9.46% 1.4
AIA
5403
Arcadia Investment Advisors
Idaho
$153M +$7.18M +5% 4.8% 56.4% 98 18.37% 3.2
Strategic Value Bank Partners
5404
Strategic Value Bank Partners
Ohio
$153M -$18.1M -11% 11.3% 98.1% 27 7.41% 1
Financial Connections Group
5405
Financial Connections Group
California
$153M +$11.7M +8% 5.04% 44.4% 293 24.91% 1.1
Pacific Financial Group
5406
Pacific Financial Group
Washington
$152M +$19.8M +15% 5.51% 61.1% 57 7.02% 5.5
Harrington Investments
5407
Harrington Investments
California
$152M +$7.56M +5% 7.02% 109% 80 2.5% 4.6
RWG
5408
Regal Wealth Group
California
$152M +$11.7M +8% 5.45% 17% 49 10.2% 5.3
Oxinas Partners Wealth Management
5409
Oxinas Partners Wealth Management
Indiana
$152M +$13.9M +10% 10.1% 91.4% 134 26.87% 1.4
Green Alpha Advisors
5410
Green Alpha Advisors
Colorado
$152M +$9.8M +7% 6.2% 316% 153 1.96% 1.9
Aubrey Capital Management
5411
Aubrey Capital Management
United Kingdom
$152M -$20M -12% 1.84% 319% 61 39.34% 1.1
Carl P. Sherr & Co
5412
Carl P. Sherr & Co
Massachusetts
$152M +$12.8M +9% 6.42% 68.8% 120 9.17% 2.4
Dunhill Financial
5413
Dunhill Financial
United Kingdom
$152M – – 3.93% 58.6% 85 – 0
Orion Capital Management
5414
Orion Capital Management
California
$152M +$2.8M +2% 9.61% 75.3% 464 71.77% 1.9
Colonial River Investments
5415
Colonial River Investments
Virginia
$152M -$18.3M -11% 5.46% 156% 214 32.71% 1.1
Miller Value Partners
5416
Miller Value Partners
Florida
$152M -$1.45B -91% 5.88% 133% 94 55.32% 1.6
Turiya Advisors Asia
5417
Turiya Advisors Asia
Hong Kong
$152M -$248M -62% 5.03% 247% 4 50% 1.4
CL
5418
COWA LLC
Oklahoma
$152M +$29.3M +24% 2.03% 65.5% 124 16.13% 2
Sound Stewardship
5419
Sound Stewardship
Kansas
$152M +$3.22M +2% 1.85% 45.9% 61 3.28% 0.5
VU
5420
Valence8 US
Massachusetts
$152M -$18.3M -11% 4.23% 69.9% 15 20% 0.4
325 Capital
5421
325 Capital
New York
$152M +$37.3M +33% 14% 226% 9 0% 1.1
Loudon Investment Management
5422
Loudon Investment Management
New Hampshire
$152M +$7.31M +5% 4.13% 61.6% 93 3.23% 5.2
WJ Interests
5423
WJ Interests
Texas
$152M +$7.08M +5% 2.68% 55.2% 17 41.18% 0.5
Montis Financial
5424
Montis Financial
Massachusetts
$152M +$22.4M +17% 6.73% 46% 68 13.24% 1.9
Graphene Investments SAS
5425
Graphene Investments SAS
France
$152M +$2.13M +1% 7.96% 103% 46 2.17% 0.5