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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)
Cape Ann Savings Bank
5451
Cape Ann Savings Bank
Massachusetts
$150M +$7.76M +5% 5.4% 72.7% 85 9.41% 5.6
Solas Capital Management
5452
Solas Capital Management
Connecticut
$150M -$37M -20% 4.17% 62.5% 27 25.93% 1.4
Lugano Financial Advisors SA (LFA)
5453
Lugano Financial Advisors SA (LFA)
Switzerland
$150M +$18.1M +14% 2.54% 44.8% 177 41.81% 1.8
H&F Corporate Investors IX
5454
H&F Corporate Investors IX
California
$150M +$9.45M +7% 6.71% 62.7% 1 0% 0.5
Oakcliff Capital Partners
5455
Oakcliff Capital Partners
New York
$150M +$6.6M +5% 6.18% 133% 9 11.11% 4.3
LAI
5456
Legal Advantage Investments
California
$150M +$13.8M +10% 11.2% 116% 98 13.27% 1.6
Investmark Advisory Group
5457
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 4.44% 65.1% 109 11.93% 1.1
New Vernon Capital Holdings II
5458
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 4.46% 114% 91 28.57% 1
Unison Asset Management
5459
Unison Asset Management
Florida
$150M +$17.9M +14% 12.9% 81.4% 34 5.88% 1.8
SGL
5460
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 6.16% – 26 11.54% 0.5
Legacy Bridge
5461
Legacy Bridge
Iowa
$150M +$6.47M +5% 5.91% 225% 298 3.36% 3.5
Friedenthal Financial
5462
Friedenthal Financial
New Jersey
$150M +$7.58M +5% 8.28% 111% 148 59.46% 1.9
Adalta Capital Management
5463
Adalta Capital Management
New York
$150M +$6.63M +5% 7.01% 80.4% 90 14.44% 3.2
Pacific Sun Financial
5464
Pacific Sun Financial
California
$150M – – 5.57% 70.3% 174 – 3.9
Hapanowicz & Associates Financial Services
5465
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 6.08% 58.5% 33 12.12% 2.8
ShoreHaven Wealth Partners
5466
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 4.28% 72.4% 76 15.79% 1.3
Integral Investment Advisors
5467
Integral Investment Advisors
California
$149M +$9.7M +7% 6% 60% 83 14.46% 1.3
GA
5468
Gagnon Advisors
New York
$149M +$470K +0.3% 2.19% 129% 29 3.45% 4.7
JPLA
5469
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 6.55% 74.3% 121 4.96% 3.2
Whitaker-Myers Wealth Managers
5470
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 5.69% 75.2% 74 12.16% 0.4
Caliber Wealth Management (Utah)
5471
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 9.64% 36.5% 66 25.76% 1.4
Nova R Wealth
5472
Nova R Wealth
Kansas
$149M +$1.4M +0.9% 5.5% 54.5% 79 27.85% 1.2
GL
5473
GHE LLC
Tennessee
$149M +$22.3M +18% 21.3% 188% 55 0% 1.3
Prairiewood Capital
5474
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 1.77% 42.6% 79 16.46% 1.5
Quantitative Strategies
5475
Quantitative Strategies
California
$149M – – 4.24% – 20 – 0