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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)
Members Capital Advisors Inc
5526
Members Capital Advisors Inc
Wisconsin
$138M -$601K -0.4% 2.28% – 74 5.41% 2.1
VFG
5527
V2 Financial group
Illinois
$138M +$12.4M +10% 11.8% 63.3% 65 18.46% 1.7
Cox Capital Management
5528
Cox Capital Management
Massachusetts
$138M -$15.3M -10% 0.34% 106% 87 17.24% 3.3
SA
5529
Stonebridge Advisors
Connecticut
$138M -$27.4M -17% 0.16% 0.03% 5 40% 0.9
IGYL
5530
I.G.Y. Ltd
United Kingdom
$138M +$1.37M +1% 11.1% 80.5% 3 0% 3
Leading Edge Financial Planning
5531
Leading Edge Financial Planning
Tennessee
$138M +$22.6M +20% 4.83% 48.6% 68 8.82% 0.2
Sandy Cove Advisors
5532
Sandy Cove Advisors
Massachusetts
$138M +$13.9M +11% 6.92% 78% 94 19.15% 1
Jones Road Capital Management
5533
Jones Road Capital Management
New York
$138M +$26.2M +23% 18.7% 88.5% 54 42.59% 0.9
MJB
5534
Mark J. Bradley
$138M +$25.4M +23% 9.07% – 46 13.04% 1.9
Berkeley Inc
5535
Berkeley Inc
Idaho
$138M +$5.34M +4% 1.99% 49.4% 79 3.8% 1.8
LAM
5536
LifePro Asset Management
California
$138M +$943K +0.7% 3.13% 49% 106 1.89% 1
S.A. Mason
5537
S.A. Mason
Michigan
$138M +$4.91M +4% 6.97% 116% 321 4.67% 2.8
Flynn Zito Capital Management
5538
Flynn Zito Capital Management
New York
$138M +$18M +15% 6.57% 109% 80 12.5% 0.6
Varde Management
5539
Varde Management
Minnesota
$138M -$105M -43% 0.14% 149% 9 33.33% 1.3
Mountaineer Partners Management
5540
Mountaineer Partners Management
New York
$138M +$32.3M +31% 6.79% 158% 17 70.59% 0.5
Muzinich & Co
5541
Muzinich & Co
New York
$138M +$3.81M +3% 1.58% 13.5% 68 42.65% 4.1
ELCO Management
5542
ELCO Management
New York
$138M +$4.5M +3% 3.29% 98.3% 146 11.64% 3.3
Choice Wealth Advisors
5543
Choice Wealth Advisors
Maine
$138M +$4.27M +3% 6.38% 60.3% 26 15.38% 0.7
CM
5544
Crystalline Management
Canada
$137M -$61.5M -31% 1.03% – 163 48.47% 0.2
CoreFirst Bank & Trust
5545
CoreFirst Bank & Trust
Kansas
$137M +$5.56M +4% 3.02% 61.4% 403 11.17% 1.9
UG Investment Advisers
5546
UG Investment Advisers
Taiwan
$137M -$30.2M -18% 12.5% 183% 26 26.92% 0.8
Financial Freedom LLC
5547
Financial Freedom LLC
Ohio
$137M -$11.5M -8% 6.03% 76.9% 423 8.27% 0.2
Pelion Inc
5548
Pelion Inc
Utah
$137M -$26.9M -16% 18.6% 16.9% 4 0% 1.3
Concorde Financial
5549
Concorde Financial
Texas
$137M -$11.1M -7% 0.4% 81.3% 59 45.76% 0.8
Caldwell Sutter Capital
5550
Caldwell Sutter Capital
California
$137M +$23.8M +21% 1.71% 79.5% 570 45.09% 0.1