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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)
SGL Investment Advisors
5551
SGL Investment Advisors
Montana
$195M – – 7.33% – 106 – 0
Blue Barn Wealth
5552
Blue Barn Wealth
Utah
$195M +$15.2M +8% 4.95% 46.4% 163 19.63% 1.7
Dunhill Financial
5553
Dunhill Financial
United Kingdom
$195M +$33.6M +21% 5.8% 58.6% 982 24.34% 0.6
Bellevue Asset Management
5554
Bellevue Asset Management
Washington
$195M +$13.6M +8% 3.71% 56.7% 472 4.87% 3.8
Chartist Inc
5555
Chartist Inc
California
$195M +$1.84M +1% 11.9% – 28 10.71% 5.8
Davidson Trust Company
5556
Davidson Trust Company
Washington
$195M +$49.5M +34% 7.05% 77% 159 13.21% 3
New Potomac Partners
5557
New Potomac Partners
Maryland
$195M +$11.7M +6% 5.39% 37.2% 152 45.39% 2.3
DVF
5558
Discovery Value Fund
Singapore
$195M -$2.18M -1% 24.4% 210% 5 40% 1.7
Kessler Investment Group
5559
Kessler Investment Group
Indiana
$195M +$9.34M +5% 12% 251% 207 14.98% 2.6
PCM
5560
Perritt Capital Management
Illinois
$195M +$11.4M +6% 7.41% 80.9% 331 12.69% 3.4
Applied Capital
5561
Applied Capital
Arkansas
$194M +$20.2M +12% 6.02% 52.6% 47 21.28% 1.8
LJCM
5562
Lee Johnson Capital Management
Texas
$194M -$1.5M -0.8% 3.02% 118% 37 67.57% 0.8
Brookmont Capital Management
5563
Brookmont Capital Management
Texas
$194M +$11.6M +6% 9.21% 32.2% 57 7.02% 6.5
Peak Financial Advisors
5564
Peak Financial Advisors
Colorado
$194M +$20.2M +12% 3.51% 39.1% 93 43.01% 1.1
First City Capital Management
5565
First City Capital Management
Georgia
$194M +$16.4M +9% 7.57% 86.4% 166 7.23% 5.9
Dravo Bay
5566
Dravo Bay
Delaware
$194M +$14.3M +8% 5.7% 45.2% 55 29.09% 1.9
venBio Partners
5567
venBio Partners
California
$194M -$37.2M -16% 1.26% 564% 7 28.57% 2.2
Interactive Financial Advisors
5568
Interactive Financial Advisors
Illinois
$194M +$12.8M +7% 6.32% 47.6% 89 3.37% 6.3
MA
5569
Menlo Advisors
California
$194M +$14.1M +8% 8.46% 108% 33 15.15% 5.8
Baugh & Associates
5570
Baugh & Associates
Georgia
$194M +$1.53M +0.8% 6.99% 98.8% 41 7.32% 5
Flagship Private Wealth
5571
Flagship Private Wealth
Massachusetts
$194M +$25.2M +15% 5.4% 62.7% 103 12.62% 2.3
FFA
5572
Florida Financial Advisors
Florida
$194M +$27.2M +16% 5.5% – 180 23.33% 0.5
Fogel Capital Management
5573
Fogel Capital Management
Florida
$194M +$6.1M +3% 4.48% – 40 5% 0.6
Adalta Capital Management
5574
Adalta Capital Management
New York
$194M +$10M +5% 6.95% 80.4% 103 9.71% 3.8
Mitsubishi UFJ Asset Management (UK)
5575
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$194M +$207K +0.1% 7.97% 151% 124 25% 1.8