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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)
Twin Peaks Wealth Advisors
5726
Twin Peaks Wealth Advisors
California
$157M – – 11.4% – 122 – 0
Inherent Group
5727
Inherent Group
New York
$156M +$3.09M +2% 21.3% 61.7% 12 8.33% 2.2
Bain Capital Venture Investors
5728
Bain Capital Venture Investors
Massachusetts
$156M +$10.7M +7% 29.2% 34.2% 3 0% 1.4
Alta Fox Capital Management
5729
Alta Fox Capital Management
Texas
$156M +$65.1M +71% 15.5% 261% 20 45% 0.4
Macellum Advisors
5730
Macellum Advisors
New York
$156M +$40.5M +35% 36.8% – 2 50% 2
BM
5731
Bislett Management
California
$156M +$14.4M +10% 6.06% 19.8% 16 6.25% 5.3
McCarthy Asset Management
5732
McCarthy Asset Management
California
$156M +$20M +15% 7.85% – 39 15.38% 2.3
Independent Order of Foresters
5733
Independent Order of Foresters
Ontario, Canada
$156M +$16.2M +12% 11.6% 75.1% 17 0% 2.7
Herbst Group
5734
Herbst Group
Connecticut
$156M +$15.8M +11% 12.7% 142% 73 19.18% 1.6
MWA
5735
Miller Wealth Advisors
Colorado
$156M +$8.92M +6% 8.58% 147% 84 11.9% 1.4
SummerHaven Investment Management
5736
SummerHaven Investment Management
Connecticut
$156M +$19.7M +14% 18.1% 150% 199 2.01% 1.2
Argus Investors Counsel
5737
Argus Investors Counsel
New York
$156M +$17M +12% 12.4% 132% 104 14.42% 5.2
R.W. Roge & Company
5738
R.W. Roge & Company
New York
$156M +$22.3M +17% 9.95% 76.3% 47 8.51% 2.3
FCFC
5739
First Citizens Financial Corp
Iowa
$156M +$13.8M +10% 9.94% 72.9% 117 10.26% 2.6
Spider Management Company
5740
Spider Management Company
Virginia
$155M – – 8.58% – 3 – 0
Tactive Advisors
5741
Tactive Advisors
Florida
$155M +$39.6M +34% 11.9% – 103 48.54% 0.4
Tilson Financial Group
5742
Tilson Financial Group
New Jersey
$155M +$28.1M +22% 7.63% 39.3% 65 12.31% 0.5
ORC
5743
O'Rourke & Company
Massachusetts
$155M +$18M +13% 11.8% 71.9% 143 11.19% 1.6
Aspect Partners
5744
Aspect Partners
Virginia
$155M – – 10.1% 66.7% 540 – 0
Family CFO
5745
Family CFO
California
$155M +$16M +11% 9.57% 89.6% 83 22.89% 1.6
Davidson Trust Company
5746
Davidson Trust Company
Washington
$155M +$20.2M +15% 9.81% 77% 136 8.82% 2.9
Highland Peak Capital
5747
Highland Peak Capital
Connecticut
$155M -$72.9M -32% 11.6% 260% 28 60.71% 0.4
CCM
5748
Conway Capital Management
California
$155M +$18.1M +13% 15.7% 139% 43 18.6% 2.2
West Bancorporation
5749
West Bancorporation
Iowa
$155M +$13.6M +10% 11.2% 72.5% 102 14.71% 2.7
Machina Capital
5750
Machina Capital
France
$155M -$23.7M -13% 9.15% 42.5% 374 71.39% 0.3