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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)
Doma Perpetual Capital Management
5501
Doma Perpetual Capital Management
Florida
$198M -$17.7M -8% 4.46% – 10 30% 0.6
Lipe & Dalton
5502
Lipe & Dalton
New York
$198M +$12M +6% 8.73% 101% 105 9.52% 5.5
Meridian Financial Partners
5503
Meridian Financial Partners
Virginia
$198M +$29.5M +18% 6.3% 80.8% 104 25% 1.4
Security Benefit Life Insurance Company
5504
Security Benefit Life Insurance Company
Kansas
$198M -$109M -36% 29.8% 60.6% 32 25% 2.1
Beaton Management Company
5505
Beaton Management Company
Massachusetts
$198M +$11.7M +6% 7.56% 95.9% 140 6.43% 5.2
ORBA Wealth Advisors
5506
ORBA Wealth Advisors
Illinois
$198M +$4.41M +2% 6.03% 70.5% 107 10.28% 0.7
Painted Porch Advisors
5507
Painted Porch Advisors
California
$198M +$20.6M +12% 8.71% – 446 12.11% 0.3
Littlejohn & Co
5508
Littlejohn & Co
Connecticut
$198M +$1.38M +0.7% 50.5% 56.2% 30 20% 2.1
Plum Street Advisors
5509
Plum Street Advisors
Louisiana
$197M +$26.1M +15% 6.41% – 84 22.62% 0.6
ASM
5510
AI-Squared Management
Hong Kong
$197M +$19.7M +11% 11.1% – 38 65.79% 0.2
Boyd Wealth Management
5511
Boyd Wealth Management
California
$197M +$16.2M +9% 5.9% 56.8% 50 16% 1.9
Tri Ri Asset Management
5512
Tri Ri Asset Management
Ontario, Canada
$197M – – 10.2% – 29 – 0
Tandem Wealth Advisors
5513
Tandem Wealth Advisors
Arizona
$197M +$10.8M +6% 5.69% 43.1% 51 5.88% 1.5
Garrison Asset Management
5514
Garrison Asset Management
Arkansas
$197M +$7.07M +4% 6.6% 52.1% 111 8.11% 6
Luminus Management
5515
Luminus Management
Texas
$197M +$23.5M +14% 26% 8.7% 28 35.71% 1.5
American Financial & Tax Strategies
5516
American Financial & Tax Strategies
New York
$197M +$7.38M +4% 6.41% 46.9% 93 1.08% 0.7
Firethorn Wealth Partners
5517
Firethorn Wealth Partners
Georgia
$197M +$20.1M +11% 6.26% 75.1% 165 19.39% 2
Westhampton Capital
5518
Westhampton Capital
North Carolina
$197M +$12.5M +7% 8.49% 95.6% 121 9.09% 3.8
Traveka Wealth
5519
Traveka Wealth
California
$197M -$7.87M -4% 5.7% 78.1% 143 16.08% 0.6
Fairway Wealth
5520
Fairway Wealth
Ohio
$197M +$27.2M +16% 6.78% – 380 77.89% 0.6
HM
5521
Harvest Management
New York
$197M +$65.7M +50% 7.56% 610% 65 55.38% 0.4
Jackson Hill Advisors
5522
Jackson Hill Advisors
Texas
$197M +$14.2M +8% 16.2% 61.2% 13 0% 1.9
Carolina Wealth Advisors
5523
Carolina Wealth Advisors
South Carolina
$197M -$7.33M -4% 7.3% 62% 360 43.06% 2.1
Deseret Mutual Benefit Administrators
5524
Deseret Mutual Benefit Administrators
Utah
$197M -$19.1M -9% 6.05% 75.5% 498 1.41% 3
Wealth Advisors of Iowa
5525
Wealth Advisors of Iowa
Iowa
$196M +$17.2M +10% 7.37% 60.9% 76 40.79% 1.7