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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)
AAM
5426
Ascension Asset Management
New York
$139M +$11.2M +9% 11.6% – 86 6.98% 1.7
CCM
5427
Compton Capital Management
Rhode Island
$139M -$10.7M -7% 7.55% 75.6% 83 10.84% 7
1C
5428
1623 Capital
Virginia
$139M -$23.3M -14% 4.99% 11.9% 47 55.32% 2.3
Loudon Investment Management
5429
Loudon Investment Management
New Hampshire
$139M +$12.9M +10% 10.9% 61.6% 91 4.4% 4.9
Roth Financial Partners
5430
Roth Financial Partners
Texas
$138M +$13.7M +11% 10.4% 61% 25 16% 1.9
Landmark Wealth Management (New York)
5431
Landmark Wealth Management (New York)
New York
$138M +$6.27M +5% 7.14% 37.9% 66 6.06% 0.5
Harrington Investments
5432
Harrington Investments
California
$138M +$9.7M +8% 8.61% 109% 80 10% 4.3
SMP
5433
Santa Monica Partners
Florida
$138M +$4.81M +4% 19.6% 102% 22 13.64% 4
IDG China Venture Capital Fund V Associates
5434
IDG China Venture Capital Fund V Associates
Hong Kong
$138M +$75.1M +119% 119% 7.34% 1 0% 1
New Leaf Venture Partners
5435
New Leaf Venture Partners
New York
$138M -$30.4M -18% 14.4% 3.91% 20 20% 3.3
First National Bank Sioux Falls
5436
First National Bank Sioux Falls
South Dakota
$138M +$42.4M +44% 9.06% 70.3% 114 12.28% 3.8
Byrne Asset Management
5437
Byrne Asset Management
New Jersey
$138M +$8.28M +6% 7.98% 126% 581 22.55% 0.8
Hapanowicz & Associates Financial Services
5438
Hapanowicz & Associates Financial Services
Pennsylvania
$138M +$29.6M +27% 8.29% 65% 31 16.13% 2.7
Blackston Financial Advisory Group
5439
Blackston Financial Advisory Group
Florida
$138M -$4.2M -3% 7.31% 69.1% 96 13.54% 0.8
Applied Capital
5440
Applied Capital
Arkansas
$138M -$7.66M -5% 8.57% 52.6% 54 40.74% 1.1
Security National Bank of So Dak
5441
Security National Bank of So Dak
Iowa
$138M +$26.4M +24% 12.2% 67.7% 99 13.13% 5
HIS
5442
Horizon Investment Services
Indiana
$138M -$393K -0.3% 7.78% 250% 114 28.95% 2.8
Sound Financial Strategies Group
5443
Sound Financial Strategies Group
Mississippi
$138M +$71.1M +107% 8.13% 27.1% 69 71.01% 0.6
Cahill Wealth Management
5444
Cahill Wealth Management
Michigan
$138M +$25.6M +23% 7.83% 24.7% 52 28.85% 0.5
Fourpath Capital Management
5445
Fourpath Capital Management
Oklahoma
$138M -$8.69M -6% 8.99% 82.1% 125 14.4% 0.8
Beacon Bridge Wealth Partners
5446
Beacon Bridge Wealth Partners
Pennsylvania
$138M – – 6.28% 52% 93 – 0
Gables Capital Management
5447
Gables Capital Management
Florida
$137M +$12.8M +10% 13.6% 151% 369 8.94% 3.5
Maltin Wealth Management
5448
Maltin Wealth Management
New Jersey
$137M +$10.8M +9% 8.72% 58.2% 115 19.13% 1.9
West Michigan Advisors
5449
West Michigan Advisors
Michigan
$137M +$22.6M +20% 8.63% 86.6% 129 18.6% 0.8
Etesian Wealth Advisors
5450
Etesian Wealth Advisors
Oregon
$137M – – 8.89% 60.6% 104 – 0