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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)
New Capital Management
5726
New Capital Management
Texas
$139M -$53.6M -28% 2.51% 49.4% 51 25.49% 3
New Perspectives Inc
5727
New Perspectives Inc
Mississippi
$139M -$2.54M -2% 5.05% – 24 8.33% 0.7
Logan Stone Capital
5728
Logan Stone Capital
Illinois
$139M +$38.4M +38% 4.42% 43.9% 174 68.97% 0.1
Abound Wealth Management
5729
Abound Wealth Management
Tennessee
$139M +$11.4M +9% 5.1% 65.7% 123 23.58% 0.2
Ironwood Wealth Management (West Virginia)
5730
Ironwood Wealth Management (West Virginia)
West Virginia
$139M -$4.29M -3% 2.73% 38.1% 25 24% 1.1
Anatole Investment Management
5731
Anatole Investment Management
Hong Kong
$139M -$1.69B -92% 17.6% 3,486% 17 82.35% 0.5
Roth Financial Partners
5732
Roth Financial Partners
Texas
$139M -$1.95M -1% 4.81% 61% 34 23.53% 0.9
HBC Financial Services
5733
HBC Financial Services
Washington
$138M -$19.1M -12% 5.57% 12.6% 189 11.64% 1.5
IAMH
5734
IvyRock Asset Management (HK)
Hong Kong
$138M +$51M +58% 32.9% 76% 15 40% 0.4
Plaisance Capital
5735
Plaisance Capital
Colorado
$138M -$10.2M -7% 14.2% – 48 89.58% 0.3
Heritage Investment Group
5736
Heritage Investment Group
Florida
$138M +$11.3M +9% 4.39% 51.2% 87 13.79% 0.2
AA
5737
Antipodean Advisors
New York
$138M -$105M -43% 38.3% 67.8% 7 28.57% 2
McClarren Financial Advisors
5738
McClarren Financial Advisors
Pennsylvania
$138M -$8.51M -6% 4.61% 63% 344 13.37% 1.1
Jentner Corp
5739
Jentner Corp
Ohio
$138M -$13.9M -9% 7.25% 38.9% 39 20.51% 3.4
AMAL
5740
Asset Management Advisors LLC
Oklahoma
$138M -$9.7M -7% 1.9% 125% 17 17.65% 4.1
RCA
5741
Reitz Capital Advisors
Michigan
$138M -$3.97M -3% 4.36% 11% 82 45.12% 1.1
AIFAIM
5742
American Institute for Advanced Investment Management
Arizona
$138M -$10.7M -7% 4.01% 72.8% 132 13.64% 1.7
EL
5743
EQ LLC
Washington
$138M -$5.65M -4% 3.33% 72.9% 50 12% 1.2
Millrace Asset Group
5744
Millrace Asset Group
Pennsylvania
$138M -$33.7M -20% 8.3% 113% 94 40.43% 1.1
Regency Capital Management
5745
Regency Capital Management
Hawaii
$138M -$19.7M -13% 1.74% 92.1% 151 47.68% 0.5
Carl Stuart Investment Advisor
5746
Carl Stuart Investment Advisor
Texas
$138M -$192K -0.1% 2.73% 84.4% 97 73.2% 0.1
Capital Impact Advisors
5747
Capital Impact Advisors
Massachusetts
$138M -$7.43M -5% 9.19% – 199 57.29% 0.8
TIM
5748
Timelo Investment Management
Ontario, Canada
$138M -$49.3M -26% 11.9% 104% 132 39.39% 0.2
Jess S. Morgan & Co
5749
Jess S. Morgan & Co
California
$137M -$25.4M -16% 7.55% 69.3% 48 14.58% 1.7
FGIM
5750
First Growth Investment Manager
California
$137M -$56.8M -29% 15.1% – 33 15.15% 0.9