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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)
Eurizon SLJ Capital
5526
Eurizon SLJ Capital
$252M – – 2.73% – 138 – 0
Proactive Wealth Strategies
5527
Proactive Wealth Strategies
Georgia
$252M +$20.1M +9% 2.9% – 155 10.97% 1
Meros Investment Management
5528
Meros Investment Management
Texas
$252M +$17.9M +8% 2.96% 102% 53 28.3% 1.7
Western Financial Corp
5529
Western Financial Corp
California
$252M +$22.4M +10% 22.9% 275% 129 19.38% 1.9
ANB Bank
5530
ANB Bank
Colorado
$252M +$5.43M +2% 3.46% – 143 25.87% 0.8
Silver Heights Capital Management
5531
Silver Heights Capital Management
Ontario, Canada
$252M +$29.1M +13% 1.99% 39.8% 5 20% 6.5
Roehl & Yi Investment Advisors
5532
Roehl & Yi Investment Advisors
Oregon
$252M +$22.1M +10% 3.02% – 181 12.15% 0.8
MCF
5533
MKA Charitable Fund
California
$252M +$20.5M +9% 11.8% 17.1% 1 0% 2
Marathon Wealth Advisors
5534
Marathon Wealth Advisors
Massachusetts
$252M – – 4.53% – 73 – 0
Diesslin Group
5535
Diesslin Group
Texas
$252M – – 0.59% – 54 – 0
Centennial Bank
5536
Centennial Bank
Arkansas
$252M -$2.8M -1% 1.75% 69.9% 347 3.75% 2.4
Maltin Wealth Management
5537
Maltin Wealth Management
New Jersey
$251M +$10.5M +4% 2.38% 58.2% 135 5.19% 3.4
Peirce Capital Management
5538
Peirce Capital Management
Texas
$251M +$10.7M +4% 2.92% 56.6% 44 11.36% 1.6
Georgetown University
5539
Georgetown University
District of Columbia
$251M -$48M -16% 5.68% 79.9% 21 52.38% 3.4
Asset Allocation & Management Company
5540
Asset Allocation & Management Company
Illinois
$251M +$14M +6% 1.48% 58.5% 94 6.38% 2.3
LECAP Asset Management
5541
LECAP Asset Management
United Kingdom
$251M -$36.6M -13% 2.24% 35.6% 404 65.59% 0.3
Lifeyrissjodur Verzlunarmanna
5542
Lifeyrissjodur Verzlunarmanna
$251M +$7.63M +3% 7.28% – 1 0% 0.8
Red Spruce Capital
5543
Red Spruce Capital
Pennsylvania
$251M +$5.58M +2% 4.34% 98.4% 93 1.08% 4.1
O'Connor Financial Group
5544
O'Connor Financial Group
Illinois
$251M +$12.3M +5% 1.24% 48.4% 66 21.21% 1.8
CNBT
5545
Cornerstone National Bank & Trust
Illinois
$251M +$5.47M +2% 0.24% 38.5% 203 17.73% 2.1
Financial Council
5546
Financial Council
Maryland
$251M +$25.2M +11% 2.76% 88.6% 103 9.71% 2.5
5T Wealth
5547
5T Wealth
California
$250M +$21M +9% 1.49% – 130 14.62% 0.8
Altus Wealth Group
5548
Altus Wealth Group
Colorado
$250M +$6.7M +3% 1.27% 76.7% 151 11.26% 2.9
Mount Lucas Management
5549
Mount Lucas Management
Pennsylvania
$250M +$6.56M +3% 3.01% 109% 172 6.4% 1.2
OGF
5550
Orin Green Financial
California
$250M -$179K -0.1% 2.42% 59.1% 88 12.5% 0.7