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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)
4Thought Financial Group
5601
4Thought Financial Group
New York
$115M +$4.26M +4% 0.79% 37.6% 100 1% 0.5
Wolff Financial Management
5602
Wolff Financial Management
Michigan
$115M – – 0.43% 56.7% 39 – 1.9
Euclidean Technologies Management
5603
Euclidean Technologies Management
Washington
$115M -$10.4M -8% 4.92% 124% 106 33.02% 0.9
4J Wealth Management
5604
4J Wealth Management
Virginia
$115M +$487K +0.4% 0.41% 68.2% 77 6.49% 0.7
Protective Life
5605
Protective Life
Alabama
$115M +$1.04M +0.9% 0.86% 38.4% 13 0% 2.6
Accurate Wealth Management
5606
Accurate Wealth Management
Florida
$115M +$1.11M +1% 1.03% 101% 154 24.68% 0.2
Ampfield Management
5607
Ampfield Management
New York
$115M -$7.79M -6% 7.72% 56.9% 18 38.89% 0.3
Green Court Capital Management
5608
Green Court Capital Management
Hong Kong
$114M – – 7.08% 33.4% 2 – 0
ASA
5609
Armstrong Shaw Associates
Connecticut
$114M -$746K -0.6% 0.54% 51.2% 44 4.55% 4.8
Orca Investment Management
5610
Orca Investment Management
Oregon
$114M +$3.27M +3% 2.08% 122% 64 4.69% 4.4
Applied Capital
5611
Applied Capital
Arkansas
$114M +$10M +10% 1.62% 52.6% 48 10.42% 0.5
FengHe Fund Management
5612
FengHe Fund Management
Singapore
$114M -$76M -40% 12.9% 902% 20 50% 0.4
Menard Financial Group
5613
Menard Financial Group
Texas
$114M +$8.44M +8% 1.21% 141% 169 18.34% 0.8
Blue Barn Wealth
5614
Blue Barn Wealth
Utah
$114M +$16.6M +17% 0.49% 46.4% 109 39.45% 0.2
University of Massachusetts Foundation
5615
University of Massachusetts Foundation
Massachusetts
$114M -$2.39M -2% 2.74% 53.6% 5 20% 1.1
Aristotle Pacific Capital
5616
Aristotle Pacific Capital
California
$114M +$6.47M +6% 0.99% 1.84% 19 15.79% 0.7
Juniper Investment Company
5617
Juniper Investment Company
New York
$114M -$37M -25% 9.77% 358% 12 25% 1.4
Peak Financial Advisors
5618
Peak Financial Advisors
Colorado
$114M -$2.56M -2% 1.21% 39.1% 84 34.52% 0.5
Evermore Global Advisors
5619
Evermore Global Advisors
New Jersey
$114M -$785K -0.7% 1.87% 133% 19 26.32% 2.2
Fort Henry Capital
5620
Fort Henry Capital
West Virginia
$114M -$106K -0.1% 0.67% 39.3% 13 7.69% 0.6
Private Harbour Investment Management & Counsel
5621
Private Harbour Investment Management & Counsel
Ohio
$114M -$266K -0.2% 0.9% 82.6% 59 8.47% 4.6
Alethea Capital Management
5622
Alethea Capital Management
Washington
$114M -$45.4M -29% 18.1% 275% 113 53.1% 2
Swaine & Leidel Wealth Services
5623
Swaine & Leidel Wealth Services
Florida
$113M – – 1.38% – 59 – 1
EMFO LLC
5624
EMFO LLC
Florida
$113M -$1.05M -0.9% 2.46% 25.8% 368 14.4% 0.2
Washington Capital Management
5625
Washington Capital Management
Washington
$113M +$30.4M +37% 2.34% 81.8% 127 34.65% 2.2