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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)
Warther Private Wealth
5526
Warther Private Wealth
Ohio
$134M +$7.2M +6% 10.4% 94.1% 89 21.35% 1.1
JPLA
5527
Joseph P. Lucia & Associates
New York
$134M +$6.17M +5% 6.12% 84% 117 11.11% 2.9
Hassell Wealth Management
5528
Hassell Wealth Management
Louisiana
$133M – – 8.62% 49.7% 21 – 0
Seelaus Asset Management
5529
Seelaus Asset Management
New Jersey
$133M +$7.48M +6% 10.4% 134% 222 16.67% 2.3
Kapitalo Investimentos
5530
Kapitalo Investimentos
Brazil
$133M -$108M -45% 0.62% 66.5% 195 88.72% 0.1
Tacita Capital
5531
Tacita Capital
Ontario, Canada
$133M +$4.36M +3% 7.71% 72.3% 204 7.84% 1.7
Bennett Selby Investments
5532
Bennett Selby Investments
Maine
$133M +$8.24M +7% 6.72% 82.1% 58 15.52% 1.5
LA
5533
Latitude Advisors
Florida
$133M +$12.3M +10% 4.82% 79.6% 171 20.47% 1.4
Pacific Financial Group
5534
Pacific Financial Group
Washington
$133M +$21.8M +20% 5.03% 61.1% 54 7.41% 5.4
Rain Capital Management
5535
Rain Capital Management
Oregon
$133M +$5.02M +4% 5.74% 18.2% 101 33.66% 2
SGL
5536
Sonic GP LLC
Hawaii
$133M – – 12.3% – 25 – 0
Patron Partners
5537
Patron Partners
Texas
$133M +$12.9M +11% 10% 90.2% 175 13.71% 1.5
Choice Wealth Advisors
5538
Choice Wealth Advisors
Maine
$133M +$13.7M +11% 5.76% 60.3% 26 19.23% 0.4
MA
5539
Menlo Advisors
California
$133M -$9.49M -7% 6.88% 108% 30 10% 5.8
Founders Capital Management (Texas)
5540
Founders Capital Management (Texas)
Texas
$133M +$10.5M +9% 15.4% 131% 404 4.95% 3.3
SV
5541
Stilwell Value
New York
$133M -$6.35M -5% 7.88% 87.9% 43 16.28% 3.5
Kelleher Financial Advisors
5542
Kelleher Financial Advisors
New York
$133M -$6.39M -5% 7.72% 72.4% 127 25.98% 3.9
ELCO Management
5543
ELCO Management
New York
$133M +$7.45M +6% 8.14% 98.3% 154 18.83% 3.1
TCM
5544
Tao Capital Management
California
$133M -$19.6M -13% 42.3% 314% 19 26.32% 1.6
SMART Wealth
5545
SMART Wealth
Nebraska
$133M – – 3.71% 77.7% 84 – 0
Hiddenite Capital Partners
5546
Hiddenite Capital Partners
New York
$133M +$31.5M +31% 11% 466% 52 46.15% 0.4
S.A. Mason
5547
S.A. Mason
Michigan
$133M +$6.37M +5% 10.8% 116% 329 6.99% 2.6
Nierenberg Investment Management Company
5548
Nierenberg Investment Management Company
Washington
$133M +$12.4M +10% 14.1% 135% 43 16.28% 1.3
Financial Designs
5549
Financial Designs
California
$133M – – 4.62% 49% 15 – 0
True Signal
5550
True Signal
New York
$133M – – 13.4% – 74 – 0