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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)
O'Connor Financial Group
5651
O'Connor Financial Group
Illinois
$133M – – 3.96% 48.4% 51 – 0
Jackson Wealth Management
5652
Jackson Wealth Management
Florida
$133M -$139M -51% 4.15% 72.1% 175 76.57% 0.5
Capstone Triton Financial Group
5653
Capstone Triton Financial Group
Oklahoma
$133M +$8.23M +7% 9.08% – 107 10.28% 1.3
RHDIC
5654
R.H. Dinel Investment Counsel
California
$133M +$21.1M +19% 7.16% 55.9% 53 3.77% 7
Tacita Capital
5655
Tacita Capital
Ontario, Canada
$133M -$550K -0.4% 3.72% 72.3% 200 8% 1.9
FP
5656
Factorial Partners
New York
$133M +$2.06M +2% 4.63% 88.7% 96 17.71% 2.6
Decatur Capital Management
5657
Decatur Capital Management
Georgia
$133M -$6.11M -4% 16.8% 135% 60 3.33% 3
Pacific Financial Group
5658
Pacific Financial Group
Washington
$133M -$609K -0.5% 5.34% 61.1% 56 10.71% 5.6
Addison Capital
5659
Addison Capital
Pennsylvania
$133M -$26.4M -17% 8.65% 59.7% 132 24.24% 4.4
Nierenberg Investment Management Company
5660
Nierenberg Investment Management Company
Washington
$133M -$113K -0.1% 6.8% 135% 44 31.82% 1.4
Seelaus Asset Management
5661
Seelaus Asset Management
New Jersey
$133M -$785K -0.6% 7.01% 134% 230 24.78% 2.4
TLW Wealth Management
5662
TLW Wealth Management
Florida
$133M +$9.02M +7% 9.24% 98.3% 20 0% 2.8
Crestwood Capital Management
5663
Crestwood Capital Management
New York
$133M +$16.1M +14% 18.4% 203% 14 14.29% 2.5
Kensington Investment Counsel
5664
Kensington Investment Counsel
California
$132M +$5.21M +4% 7.42% 81.9% 84 4.76% 2
Rise Advisors
5665
Rise Advisors
New York
$132M +$8M +6% 5.17% 62.8% 830 10.24% 1.1
New Republic Capital
5666
New Republic Capital
North Carolina
$132M +$5.68M +4% 5.35% 91.4% 237 29.54% 0.2
Alpine Peaks Capital
5667
Alpine Peaks Capital
New York
$132M +$8.89M +7% 11.3% 24.3% 26 15.38% 1.1
HM
5668
Harvest Management
New York
$132M +$35.7M +37% 22.2% 610% 78 79.49% 0.4
Heartland Bank & Trust
5669
Heartland Bank & Trust
Illinois
$132M -$3.19M -2% 11% 105% 151 32.45% 0.8
JNE Partners
5670
JNE Partners
United Kingdom
$132M -$12.3M -9% 11.5% 100% 10 40% 1.4
Greenstone Partners & Co
5671
Greenstone Partners & Co
California
$132M +$25.3M +24% 19.3% 527% 11 9.09% 1.6
FinDec Wealth Services
5672
FinDec Wealth Services
California
$132M +$11.2M +9% 5.18% 52.7% 44 9.09% 0.2
Lugano Financial Advisors SA (LFA)
5673
Lugano Financial Advisors SA (LFA)
Switzerland
$132M -$2.7M -2% 5.05% 51.3% 119 8.4% 2.6
Econ Financial Services
5674
Econ Financial Services
Pennsylvania
$132M +$33.4M +34% 2.28% 16.9% 111 77.48% 0.3
Unison Asset Management
5675
Unison Asset Management
Florida
$132M +$11.4M +9% 9.19% 81.4% 34 5.88% 1.7