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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)
Rainwater Charitable Foundation
5701
Rainwater Charitable Foundation
Texas
$138M -$10.7M -7% 7.03% 44% 3 0% 2.3
Founders Capital Management (Texas)
5702
Founders Capital Management (Texas)
Texas
$137M +$6.72M +5% 5.97% 131% 411 6.33% 3.5
Bullseye Investment Management
5703
Bullseye Investment Management
Ohio
$137M +$775K +0.6% 5.07% 36.2% 63 61.9% 0.5
Planning Directions
5704
Planning Directions
Pennsylvania
$137M +$2.94M +2% 3.52% 46.3% 72 11.11% 2.7
Sensible Money
5705
Sensible Money
Arizona
$137M +$21.6M +19% 4.36% 69.1% 75 5.33% 0.5
IF
5706
Integrity Financial
Wyoming
$137M +$13.6M +11% 6.48% 66.3% 218 5.5% 1.3
Elizabeth Park Capital Advisors
5707
Elizabeth Park Capital Advisors
Ohio
$137M -$18.4M -12% 5.29% 119% 57 26.32% 1.8
Leverty Financial Group
5708
Leverty Financial Group
Wisconsin
$137M +$9.8M +8% 5.87% 57.3% 28 0% 1.2
Coombe, Bender & Co
5709
Coombe, Bender & Co
New York
$137M +$9.6M +8% 3% – 83 10.84% 0.9
SA
5710
Stonebridge Advisors
Connecticut
$137M -$1.1M -0.8% 0.84% 3.35% 4 0% 1.2
V-Square Quantitative Management
5711
V-Square Quantitative Management
Illinois
$137M +$28.6M +26% 11.1% 111% 481 72.77% 0.1
Clarus Group
5712
Clarus Group
Texas
$137M +$30.6M +29% 8.38% 67.5% 119 25.21% 1.6
IFS
5713
Intelligent Financial Strategies
Minnesota
$137M +$9.5M +7% 8.09% 63.5% 93 3.23% 1.4
Soditic Asset Management
5714
Soditic Asset Management
United Kingdom
$137M +$46.7M +52% 9.23% 23.4% 10 0% 2.2
AIP
5715
Alapocas Investment Partners
Massachusetts
$137M +$16.2M +13% 13.8% 50% 20 10% 1.5
First National Bank of Hutchinson
5716
First National Bank of Hutchinson
Kansas
$137M +$11.1M +9% 8.79% 121% 111 10.81% 3.9
Financial Designs
5717
Financial Designs
California
$137M +$3.03M +2% 3.45% 49% 14 0% 0.5
BCS Wealth Management
5718
BCS Wealth Management
Tennessee
$137M -$84.4M -38% 2.9% 46.7% 183 51.37% 1.4
YC
5719
Yunqi Capital
Hong Kong
$137M -$21.2M -13% 13.9% 71.4% 8 37.5% 0.5
Foresite Capital Management V
5720
Foresite Capital Management V
California
$137M +$1.63M +1% 12.2% 401% 11 9.09% 2.1
Sound Financial Strategies Group
5721
Sound Financial Strategies Group
Mississippi
$137M -$13M -9% 2.49% 26.4% 76 30.26% 0.7
AH
5722
Aviva Holdings
Bahamas
$137M -$6.55M -5% 1.32% 36.5% 4 0% 4.3
Heronetta Management
5723
Heronetta Management
New York
$137M +$620K +0.5% 2.48% 59.7% 24 0% 6.1
C.M. Bidwell & Associates
5724
C.M. Bidwell & Associates
Hawaii
$137M +$4.87M +4% 6.38% 70.6% 594 29.63% 2.1
Bull Oak Capital
5725
Bull Oak Capital
California
$137M +$7.43M +6% – 62.1% 16 6.25% 0.3