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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)
EMG Holdings
5401
EMG Holdings
Connecticut
$208M +$39.6M +24% 2.84% 4.17% 35 51.43% 1.3
Ridgepath Capital Management
5402
Ridgepath Capital Management
Tennessee
$208M -$9.19M -4% 0.01% 73.5% 52 17.31% 0.8
Shaker Investments
5403
Shaker Investments
Ohio
$208M -$31.3M -13% 5.22% 216% 109 32.11% 2.2
Plum Street Advisors
5404
Plum Street Advisors
Louisiana
$208M +$5.04M +2% 0.67% – 84 4.76% 1
TSM
5405
Two Star Manager
Florida
$208M -$6.27M -3% 4.54% – 18 27.78% 0.9
Holistic Financial Partners
5406
Holistic Financial Partners
Indiana
$208M +$6.14M +3% 1.77% 95.7% 131 12.21% 3.5
5th Street Advisors
5407
5th Street Advisors
Connecticut
$207M +$15.1M +8% 1.28% 52.2% 48 39.58% 1.2
BOCM
5408
Bontempo Ohly Capital Management
Maryland
$207M +$1.9M +0.9% 3.48% 49.6% 42 45.24% 4
Amtrust Financial Services
5409
Amtrust Financial Services
New York
$207M -$14.3M -6% 3.45% 61.9% 15 0% 3.2
LP
5410
LGL Partners
Pennsylvania
$207M -$482M -70% 2.6% 68.9% 132 64.39% 4.4
SC
5411
Slotnik Capital
Texas
$207M -$13.8M -6% 19% – 31 70.97% 0.2
PL
5412
Polianta Ltd
Jersey
$207M -$2.15M -1% 3.39% 31.6% 111 69.37% 0.6
KIM
5413
Kane Investment Management
California
$207M +$28.1M +16% 10% – 108 28.7% 0.2
Balanced Wealth Group
5414
Balanced Wealth Group
Ohio
$207M -$15.9M -7% 4.21% – 70 11.43% 1.2
Fourth Dimension Wealth
5415
Fourth Dimension Wealth
Ohio
$207M +$15.2M +8% 2.59% – 668 13.92% 0.2
Eastover Investment Advisors
5416
Eastover Investment Advisors
North Carolina
$207M -$6.86M -3% 1.99% 105% 49 8.16% 2.9
First Financial Corp
5417
First Financial Corp
Indiana
$207M -$7.8M -4% 0.9% 95.3% 406 17.24% 7
Apis Capital Advisors
5418
Apis Capital Advisors
New York
$207M +$56.6M +38% 7.57% 1,532% 45 42.22% 0.8
ParaFi Capital
5419
ParaFi Capital
New York
$207M -$213M -51% 21.2% – 14 42.86% 0.2
Hahn Capital Management
5420
Hahn Capital Management
California
$207M -$21.4M -9% 0.21% 71.7% 29 0% 7
Benchmark Wealth Management
5421
Benchmark Wealth Management
Connecticut
$207M +$3.57M +2% 0.85% 42.7% 68 25% 3.1
Ayrshire Capital Management
5422
Ayrshire Capital Management
Connecticut
$207M +$1.62M +0.8% 2.5% 84.8% 53 13.21% 3.3
Starr Indemnity & Liability Company
5423
Starr Indemnity & Liability Company
New York
$206M +$3.98M +2% 7.85% – 7 57.14% 0.2
Seneca Financial Advisors
5424
Seneca Financial Advisors
New York
$206M +$4.93M +2% 0.86% 50.9% 58 10.34% 2.9
Peak XV Partners Operations
5425
Peak XV Partners Operations
Mauritius
$206M -$23.5M -10% 14.9% – 3 0% 0.8