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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)
WCM
5401
Westerly Capital Management
California
$217M +$38.6M +22% 18% 116% 53 39.62% 1.3
Searcy Financial Services
5402
Searcy Financial Services
Kansas
$217M +$3.42M +2% 2.18% 60.2% 26 0% 2.8
WestBridge Capital Management
5403
WestBridge Capital Management
Mauritius
$216M +$62.7M +41% 40.9% 21.9% 1 0% 2.5
PCA Investment Advisory Services
5404
PCA Investment Advisory Services
Ohio
$216M +$3.65M +2% 1.22% 71.4% 163 15.34% 1.3
Luken Investment Analytics
5405
Luken Investment Analytics
Tennessee
$216M -$1.86M -0.9% 0.12% 51% 143 14.69% 2.7
Powell Investment Advisors
5406
Powell Investment Advisors
Florida
$216M +$1.76M +0.8% 2.71% 82.4% 167 17.37% 2.8
Discipline Wealth Solutions
5407
Discipline Wealth Solutions
South Carolina
$216M +$26.5M +14% 1.45% 45.9% 83 26.51% 0.4
Peoples Financial Services Corp
5408
Peoples Financial Services Corp
Pennsylvania
$216M -$4.83M -2% 1.13% 104% 263 5.7% 8.1
Whitebark Investors
5409
Whitebark Investors
Nevada
$216M – – 13.7% – 9 – 0
IMS Capital Management
5410
IMS Capital Management
Oregon
$216M -$6.82M -3% 1.1% 119% 148 12.16% 5.4
Maryland Capital Advisors
5411
Maryland Capital Advisors
Maryland
$216M +$9.8M +5% 1.51% – 284 23.24% 2.2
FC
5412
Franchise Capital
Cayman Islands
$216M -$61.8M -22% 3.39% 537% 18 55.56% 0.8
Strait & Sound Wealth Management
5413
Strait & Sound Wealth Management
California
$216M +$9.8M +5% 4.23% 74% 152 11.18% 1.3
SVF Sponsor III
5414
SVF Sponsor III
California
$216M -$6.18M -3% 2.79% 133% 1 0% 2
Midwest Heritage Bank
5415
Midwest Heritage Bank
Iowa
$216M +$1.8M +0.8% 1.06% 52.2% 62 19.35% 2.2
Leslie Global Wealth
5416
Leslie Global Wealth
Illinois
$215M +$9.6M +5% 0.33% – 79 20.25% 0.4
MAS
5417
Madden Advisory Services
Florida
$215M -$2.95M -1% 0.63% 52.3% 104 8.65% 5.3
OM
5418
OV Management
Minnesota
$215M +$64.8M +43% 3.32% – 58 5.17% 0.9
Aspen Investment Management
5419
Aspen Investment Management
Michigan
$215M +$1M +0.5% 0.67% 92.6% 151 9.27% 6.7
Mad River Investors
5420
Mad River Investors
Massachusetts
$215M +$34.9M +19% 25.2% 169% 27 7.41% 3.7
CNB Bank
5421
CNB Bank
Pennsylvania
$215M -$1.01M -0.5% 3.42% 91.6% 534 6.93% 4.1
CAM
5422
CPA Asset Management
Florida
$215M +$8.04M +4% 2.61% 53.3% 81 8.64% 1.7
William Marsh Rice University
5423
William Marsh Rice University
Texas
$215M +$129M +151% 0.05% 1.81% 4 75% 2.7
Forefront Analytics
5424
Forefront Analytics
Pennsylvania
$215M +$2.98M +1% 4.23% 50.9% 71 15.49% 4.4
Flynn Zito Capital Management
5425
Flynn Zito Capital Management
New York
$215M +$8.41M +4% 1.75% 109% 129 9.3% 1.4