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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)
Pensionfund DSM Netherlands
5426
Pensionfund DSM Netherlands
Netherlands
$187M +$21M +13% 1.08% 36.9% 72 4.17% 7
BCK Partners
5427
BCK Partners
New York
$187M +$10.7M +6% 5.41% 46% 29 3.45% 2.5
FOCUS Wealth Advisors
5428
FOCUS Wealth Advisors
Texas
$187M +$28.7M +18% 5.66% 68.7% 60 10% 1.7
JPLA
5429
Joseph P. Lucia & Associates
New York
$187M +$26M +16% 9.91% 84% 127 11.81% 3.4
Foguth Wealth Management
5430
Foguth Wealth Management
Michigan
$187M – – 6.59% – 128 – 0
Peninsula Asset Management
5431
Peninsula Asset Management
Florida
$187M +$15M +9% 8.05% 44.1% 42 2.38% 8
Mendon Capital Advisors
5432
Mendon Capital Advisors
Florida
$187M -$54.5M -23% 6.32% – 60 25% 2.8
FWG Holdings
5433
FWG Holdings
Florida
$187M +$18.8M +11% 10.4% 91.6% 113 15.93% 1.5
Agate Pass Investment Management
5434
Agate Pass Investment Management
Washington
$186M +$13.9M +8% 8.27% 76% 99 6.06% 1.9
Independent Family Office
5435
Independent Family Office
New York
$186M +$9.6M +5% 9.22% 68.4% 77 9.09% 2.7
American Financial & Tax Strategies
5436
American Financial & Tax Strategies
New York
$186M +$11.3M +6% 4.79% 46.9% 97 13.4% 0.2
MB, Levis & Associates
5437
MB, Levis & Associates
Pennsylvania
$186M +$11.5M +7% 5% 43.1% 289 5.88% 1.2
PCG
5438
PFC Capital Group
California
$186M +$17.7M +11% 12.9% 118% 77 12.99% 0.2
Milestones Administradora de Recursos
5439
Milestones Administradora de Recursos
Brazil
$186M +$58.7M +46% 10.9% 116% 18 38.89% 1.1
John W. Brooker & Co
5440
John W. Brooker & Co
California
$186M +$12.7M +7% 4.74% 43.4% 75 8% 3
Tilson Financial Group
5441
Tilson Financial Group
New Jersey
$186M +$30.8M +20% 4.96% 39.3% 70 11.43% 0.7
1C
5442
1623 Capital
Virginia
$186M +$3.85M +2% 7.26% 11.9% 24 16.67% 3.2
Sensible Money
5443
Sensible Money
Arizona
$186M +$19.5M +12% 5.79% 69.1% 84 11.9% 1
PCMK
5444
Paragon Capital Management (Kansas)
Kansas
$186M +$9.47M +5% 6.89% 87.5% 53 1.89% 6.5
Invenio Wealth Partners
5445
Invenio Wealth Partners
Florida
$186M +$47.3M +34% 6.35% 55.5% 109 23.85% 0.5
LSP Investment Advisors
5446
LSP Investment Advisors
New York
$186M -$25.8M -12% 1.45% 79.5% 28 14.29% 2.2
AAM
5447
Ascension Asset Management
New York
$185M – – 15.4% – 86 – 2.7
Spreng Capital Management
5448
Spreng Capital Management
Ohio
$185M +$25.8M +16% 10.5% 72.5% 90 11.11% 3.2
PCM
5449
Perritt Capital Management
Illinois
$185M +$6.43M +4% 7.84% 80.9% 354 11.58% 2.9
Ranch Capital Advisors
5450
Ranch Capital Advisors
Florida
$185M +$24.6M +15% 10.1% 92.6% 163 15.95% 2.9