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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)
VELA Investment Management
5676
VELA Investment Management
Ohio
$149M – – 10.5% 56.8% 114 – 0
Clarus Group
5677
Clarus Group
Texas
$149M +$3.86M +3% 6.62% 67.5% 111 4.5% 0.9
Clark Financial Services Group
5678
Clark Financial Services Group
Missouri
$149M +$18.8M +14% 9.43% 116% 71 15.49% 1
MWA
5679
Miller Wealth Advisors
Colorado
$149M – – 10.2% 147% 96 – 0
Security National Bank of So Dak
5680
Security National Bank of So Dak
Iowa
$149M +$17.8M +14% 12.1% 67.7% 107 13.08% 4
AIFAIM
5681
American Institute for Advanced Investment Management
Arizona
$148M +$7.38M +5% 7.96% 79.1% 133 12.78% 1.4
August Capital Management VI
5682
August Capital Management VI
California
$148M – – 3.65% – 2 – 0
BCK Capital Management
5683
BCK Capital Management
Connecticut
$148M -$18.9M -11% 11.3% 161% 165 43.03% 0.5
Plaisance Capital
5684
Plaisance Capital
Colorado
$148M +$8.3M +6% 3.37% – 49 71.43% 0.3
West Rim Capital Associates II
5685
West Rim Capital Associates II
Utah
$148M – – 12.4% – 2 – 0
Pinion Investment Advisors
5686
Pinion Investment Advisors
Kansas
$148M +$24.2M +19% 7.98% 81.7% 158 10.76% 1.9
Somerset Group
5687
Somerset Group
Minnesota
$148M +$10M +7% 7.88% 84.6% 78 6.41% 4.3
Wealth Enhancement & Preservation of GA
5688
Wealth Enhancement & Preservation of GA
Georgia
$148M +$18.4M +14% 11.7% 82.2% 57 28.07% 1.3
Ramiah Investment Group
5689
Ramiah Investment Group
Wisconsin
$148M +$8.72M +6% 6.11% 62.2% 95 35.79% 1.2
NED
5690
Nancy E. Dempze
$148M +$20.7M +16% 9.46% 83.1% 81 8.64% 3.7
Perkins Capital Management
5691
Perkins Capital Management
Minnesota
$148M -$13.4M -8% 6.01% 389% 120 20.83% 3.3
Juniper Investment Company
5692
Juniper Investment Company
New York
$148M +$34.3M +30% 7.7% 358% 11 18.18% 1.7
Green Alpha Advisors
5693
Green Alpha Advisors
Colorado
$148M +$3.25M +2% 7.63% 316% 126 1.59% 0.9
Yorktown Management & Research Company
5694
Yorktown Management & Research Company
Virginia
$148M +$15.1M +11% 9.59% 211% 272 18.01% 1.6
Blue Barn Wealth
5695
Blue Barn Wealth
Utah
$148M +$34M +30% 3.88% 46.4% 131 22.9% 0.3
Next Capital Management
5696
Next Capital Management
New York
$148M +$10.2M +7% 6.02% 61.3% 119 21.85% 1.8
Meridian Financial Partners
5697
Meridian Financial Partners
Virginia
$148M -$1.22M -0.8% 5.99% 80.8% 88 14.77% 1.8
AMAL
5698
Asset Management Advisors LLC
Oklahoma
$148M +$15.2M +12% 10.6% 125% 16 6.25% 3.8
Verdad Advisers
5699
Verdad Advisers
Massachusetts
$148M +$9.24M +7% 10.1% – 54 38.89% 0.4
Mork Capital Management
5700
Mork Capital Management
California
$148M +$30.4M +26% 8.13% 61.9% 114 23.68% 2.4