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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)
ORC
5626
O'Rourke & Company
Massachusetts
$118M -$27.2M -19% 13.7% 71.9% 126 12.7% 0.5
Avory & Company
5627
Avory & Company
Florida
$118M -$41.8M -26% 24.7% 74.9% 27 14.81% 0.7
Asset Management Resources
5628
Asset Management Resources
Massachusetts
$118M -$5.93M -5% 10.8% – 62 16.13% 0.4
Shelton Wealth Management
5629
Shelton Wealth Management
Texas
$118M -$9.09M -7% 13% 89.4% 73 21.92% 0.4
Integral Investment Advisors
5630
Integral Investment Advisors
California
$118M -$42.1M -26% 12.7% 60% 99 24.24% 0.5
Lakeside Advisors
5631
Lakeside Advisors
Washington
$118M -$14.8M -11% 13.2% 83.7% 62 12.9% 0.5
EC
5632
Euclidean Capital
New York
$118M -$54.5M -32% 26.2% 79.7% 11 9.09% 1.2
LCM
5633
Lynx1 Capital Management
Puerto Rico
$117M +$9.7M +9% 3.35% 883% 15 26.67% 0.4
Gunderson Capital Management
5634
Gunderson Capital Management
South Carolina
$117M – – 5.27% 961% 41 – 0.3
Pinnacle Financial Group
5635
Pinnacle Financial Group
Illinois
$117M -$6.09M -5% 13% 54.3% 69 14.49% 0.5
Alpha DNA Investment Management
5636
Alpha DNA Investment Management
Maryland
$117M -$25.2M -18% 13.2% 134% 185 75.14% 0.3
Security National Bank of Sioux City Iowa
5637
Security National Bank of Sioux City Iowa
Iowa
$117M -$17.2M -13% 11.7% 61% 93 7.53% 4.7
Kensington Investment Counsel
5638
Kensington Investment Counsel
California
$117M -$33.9M -22% 12.4% 81.9% 89 12.36% 1.4
Braemar Energy Ventures III
5639
Braemar Energy Ventures III
New York
$117M -$57.2M -33% 31.1% – 1 0% 0.5
Miller Equity Capital Advisors
5640
Miller Equity Capital Advisors
Texas
$117M -$792K -0.7% 15.6% 23.7% 50 6% 2.1
Dravo Bay
5641
Dravo Bay
Delaware
$117M -$8.3M -7% 12.5% 45.2% 173 77.46% 0.5
Medina Value Partners
5642
Medina Value Partners
California
$117M -$38.9M -25% 15.8% 80% 25 44% 0.3
ECM
5643
EMC Capital Management
Texas
$117M -$22.8M -16% 18.4% – 328 9.15% 0.4
PL
5644
Polianta Ltd
Jersey
$117M -$35.7M -23% 17.3% 31.6% 103 63.11% 0.3
ASFA
5645
All Season Financial Advisors
Colorado
$117M -$24M -17% 9.96% 33.8% 180 61.67% 0.4
WealthCare Investment Partners
5646
WealthCare Investment Partners
Rhode Island
$117M +$4.35M +4% 12.4% 62.6% 117 18.8% 0.4
Mountain Lake Investment Management
5647
Mountain Lake Investment Management
Florida
$117M -$48.9M -29% 12.4% 64% 31 29.03% 1.9
Cohen Investment Advisors
5648
Cohen Investment Advisors
New Hampshire
$117M -$17.8M -13% 11.5% 90.6% 79 3.8% 1.4
WFA of San Diego
5649
WFA of San Diego
California
$117M -$14.6M -11% 12.5% – 436 79.13% 0.3
University of Massachusetts Foundation
5650
University of Massachusetts Foundation
Massachusetts
$117M +$6.64M +6% 15.4% 53.6% 5 0% 1.9