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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)
Jackson Hill Advisors
5576
Jackson Hill Advisors
Texas
$140M -$2.71M -2% 1.07% 61.2% 11 0% 1.3
LA
5577
Latitude Advisors
Florida
$140M -$4.36M -3% 3.04% 79.6% 187 17.65% 1.7
Segra Capital Management
5578
Segra Capital Management
Florida
$139M -$32.1M -19% 34.3% 19% 7 28.57% 1.2
ASBI
5579
American State Bank (Iowa)
Iowa
$139M -$4.19M -3% 2.76% 138% 332 2.11% 2.4
Wallace Advisory Group
5580
Wallace Advisory Group
California
$139M +$7.82M +6% 3.27% 50.9% 194 21.65% 0.6
Nierenberg Investment Management Company
5581
Nierenberg Investment Management Company
Washington
$139M -$6.89M -5% 3.06% 135% 38 28.95% 1.6
CM
5582
Crystalline Management
Canada
$139M -$2.04M -1% 12.5% – 162 44.44% 0.3
Nine Masts Capital
5583
Nine Masts Capital
Hong Kong
$139M +$8.64M +7% 0.51% 88.1% 42 40.48% 0.6
Family CFO
5584
Family CFO
California
$139M -$2.6M -2% 4.07% 84% 81 29.63% 1.2
Genesee Capital Advisors
5585
Genesee Capital Advisors
New York
$139M -$7.6M -5% 2.22% 107% 103 24.27% 1.2
Black Diamond Capital Management
5586
Black Diamond Capital Management
Connecticut
$139M -$21.3M -13% 8.3% 28.3% 13 30.77% 2.4
Bluesphere Advisors
5587
Bluesphere Advisors
Pennsylvania
$139M -$4.45M -3% 3.55% 105% 89 10.11% 1.9
Joseph Group Capital Management
5588
Joseph Group Capital Management
Ohio
$139M +$19.9M +17% 2.38% 58.4% 80 7.5% 1.4
Plan Group Financial
5589
Plan Group Financial
Oklahoma
$139M +$19.1M +16% 3.24% 63.4% 95 55.79% 0.4
Woodward Diversified Capital
5590
Woodward Diversified Capital
California
$139M +$6.3M +5% 1.17% 118% 168 22.02% 1.8
Pension & Wealth Management Advisors
5591
Pension & Wealth Management Advisors
Massachusetts
$139M +$3.92M +3% 4.06% 49.9% 285 16.14% 0.6
Argus Investors Counsel
5592
Argus Investors Counsel
New York
$139M -$5.43M -4% 1.71% 132% 99 7.07% 5.2
BCM
5593
Beaumont Capital Management
Massachusetts
$139M -$5.19M -4% 2.83% 45.4% 46 36.96% 0.9
Arkfeld Wealth Strategies
5594
Arkfeld Wealth Strategies
Nebraska
$139M +$884K +0.6% 0.82% 90.8% 76 10.53% 2.5
S.A. Mason
5595
S.A. Mason
Michigan
$139M +$990K +0.7% 2.44% 116% 325 7.08% 3.2
Element Wealth
5596
Element Wealth
Mississippi
$139M -$4.96M -3% 2.87% 59.6% 253 9.09% 2.2
IMPACTfolio
5597
IMPACTfolio
Colorado
$139M +$12.8M +10% 4.52% 58.8% 52 32.69% 1
Aegon USA Investment Management
5598
Aegon USA Investment Management
Iowa
$139M -$35.7M -20% 3.19% 39.9% 41 17.07% 2.3
RHDIC
5599
R.H. Dinel Investment Counsel
California
$139M -$4.23M -3% 1.48% 55.9% 57 8.77% 7
Decatur Capital Management
5600
Decatur Capital Management
Georgia
$138M -$7.64M -5% 3.12% 135% 57 10.53% 3.5