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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)
JPLA
5551
Joseph P. Lucia & Associates
New York
$157M -$11.5M -7% 6.08% 84% 609 77.83% 2.1
PBF
5552
Petix & Botte Financial
California
$157M -$138M -47% 6.07% 47.5% 119 36.13% 1.6
BMS Financial Advisors
5553
BMS Financial Advisors
South Dakota
$157M – – 8.2% – 92 – 0
Accretive Wealth Partners
5554
Accretive Wealth Partners
New Jersey
$157M +$15.3M +11% 8.42% 64.4% 116 17.24% 0.8
SMP
5555
Santa Monica Partners
Florida
$157M +$2.6M +2% 7.47% 102% 23 8.7% 3.1
Eagle Bay Advisors
5556
Eagle Bay Advisors
New York
$157M -$21.5M -12% 6.22% 85% 1,410 32.98% 0.4
Ulland Investment Advisors
5557
Ulland Investment Advisors
Minnesota
$157M – – 8.79% 161% 221 – 0
Loudon Investment Management
5558
Loudon Investment Management
New Hampshire
$157M +$16.1M +11% 13.3% 72.5% 88 3.41% 4.3
Rainwater Charitable Foundation
5559
Rainwater Charitable Foundation
Texas
$157M -$342K -0.2% 9.14% 44% 2 0% 1.9
Smart Money Group
5560
Smart Money Group
Texas
$157M +$19.1M +14% 4.29% 58.9% 69 10.14% 1.8
ASI
5561
Advisory Services & Investments
Oregon
$156M +$3.97M +3% 4.39% 19.9% 36 5.56% 0.5
Eclectic Associates
5562
Eclectic Associates
California
$156M +$19.3M +14% 6.29% 53.8% 77 14.29% 0.8
KEB Asset Management
5563
KEB Asset Management
Illinois
$156M – – 6.73% 68.9% 51 – 0
Investment Advisory Group
5564
Investment Advisory Group
Massachusetts
$156M – – 7.59% 61.6% 122 – 0
Kozak & Associates
5565
Kozak & Associates
Colorado
$156M -$12.9M -8% 10.1% 111% 397 18.39% 0.3
RiverTree Advisors
5566
RiverTree Advisors
Florida
$156M +$9.7M +7% 6.18% 25.4% 49 40.82% 0.5
LR
5567
Library Research
Hong Kong
$156M -$45.1M -22% 18.2% 22.4% 7 14.29% 0.7
Mitchell & Pahl Private Wealth
5568
Mitchell & Pahl Private Wealth
Oklahoma
$156M +$17.3M +12% 11.5% 82.3% 172 11.63% 0.9
Founders Capital Management (Texas)
5569
Founders Capital Management (Texas)
Texas
$156M +$10.1M +7% 10.3% 131% 331 9.67% 3.1
Comprehensive Financial Consultants Institutional
5570
Comprehensive Financial Consultants Institutional
Indiana
$156M – – 9.2% 78% 523 – 0
MI
5571
Moneywise Inc
Virginia
$156M +$2.35M +2% 5.7% 60.8% 53 9.43% 2.8
Western Pacific Wealth Management
5572
Western Pacific Wealth Management
Illinois
$155M – – 13.9% 91.4% 229 – 0
Seldon Capital
5573
Seldon Capital
California
$155M – – 5.86% 604% 290 – 0
CAM
5574
Crown Advisors Management
California
$155M +$13.1M +9% 27.8% 284% 45 17.78% 1.8
SV
5575
Stilwell Value
New York
$155M -$1.36M -0.9% 2.3% 87.9% 40 12.5% 3.2