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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)
Income Research & Management
5501
Income Research & Management
Massachusetts
$210M +$1.84M +0.9% 0.07% 1.19% 27 25.93% 1.2
Daily Journal Corp
5502
Daily Journal Corp
California
$209M +$24.1M +13% 14.6% 109% 4 0% 9.2
Scholtz & Company
5503
Scholtz & Company
Connecticut
$209M -$2.54M -1% 2.09% 89.2% 57 26.32% 2.1
Wealthspan Partners
5504
Wealthspan Partners
Iowa
$209M +$6.73M +3% 0.49% 65% 114 10.53% 1.9
PL
5505
Polianta Ltd
Jersey
$209M -$3.76M -2% 3.8% 31.6% 95 49.47% 0.7
Harold Davidson & Associates
5506
Harold Davidson & Associates
California
$209M – – 5.72% – 64 – 0
Compass Financial Group (Florida)
5507
Compass Financial Group (Florida)
Florida
$209M -$7.06M -3% 0.15% 47.5% 41 4.88% 3.8
HIC
5508
Harbor Island Capital
Massachusetts
$209M -$2.38M -1% 0.16% 218% 15 0% 6.4
WAM
5509
Westport Asset Management
Connecticut
$209M -$4.52M -2% 1.3% 64.2% 76 5.26% 6.7
Whitefort Capital Management
5510
Whitefort Capital Management
New York
$209M -$10.7M -5% 12.8% 243% 19 10.53% 1.8
CIA
5511
Corigliano Investment Advisers
North Carolina
$209M – – 4.74% – 33 – 0
RF
5512
Roberts Foundation
California
$209M – – 24.6% – 3 – 0
Greenfield Savings Bank
5513
Greenfield Savings Bank
Massachusetts
$209M -$2.39M -1% 0.65% 108% 153 7.84% 2
Roubaix Capital
5514
Roubaix Capital
Colorado
$209M +$27.1M +15% 11.6% 174% 70 65.71% 0.6
FWG Holdings
5515
FWG Holdings
Florida
$208M +$7.17M +4% 3.57% 91.6% 109 13.76% 2.2
Mill Road Capital Management
5516
Mill Road Capital Management
Connecticut
$208M -$2.01M -1% 5.73% 85.1% 28 25% 2.9
Trust Company of Kansas
5517
Trust Company of Kansas
Kansas
$208M +$2.46M +1% 3.3% 100% 64 18.75% 2.9
VU
5518
Valence8 US
Massachusetts
$208M -$32.9M -14% 2.5% 76.6% 63 85.71% 1.6
Financial Connections Group
5519
Financial Connections Group
California
$208M +$4.62M +2% 0.77% 44.4% 245 15.92% 1.5
Prairie Wealth Advisors
5520
Prairie Wealth Advisors
Nebraska
$208M +$5.75M +3% 3.41% – 159 14.47% 0.6
Rise Advisors
5521
Rise Advisors
New York
$208M -$772K -0.4% 0.62% 62.8% 1,247 11.63% 1.5
XC
5522
XY Capital
Hong Kong
$208M -$84.5M -29% 1.76% 52.8% 225 73.78% 0.2
Marks Wealth
5523
Marks Wealth
Maryland
$208M -$25.3M -11% 6.63% 165% 30 56.67% 0.8
MWM
5524
MTC Wealth Management
Florida
$208M -$13.5M -6% 3.32% 30.5% 14 0% 3
Flagship Private Wealth
5525
Flagship Private Wealth
Massachusetts
$208M +$13.4M +7% 0.87% 70.2% 108 12.96% 2.6