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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)
LCM Capital Management
5851
LCM Capital Management
Illinois
$174M +$13.5M +8% 6.89% 128% 100 13% 2.8
Paces Ferry Wealth Advisors
5852
Paces Ferry Wealth Advisors
Georgia
$174M +$8.07M +5% 5.31% 72% 121 8.26% 2.8
RWIA
5853
Roger Wittlin Investment Advisory
California
$174M +$18M +12% 5.5% 61.3% 55 12.73% 1.3
FP
5854
Factorial Partners
New York
$174M +$11.3M +7% 11.2% 88.7% 87 25.29% 2.9
Kestrel Investment Management
5855
Kestrel Investment Management
California
$174M +$22.8M +15% 10.6% 89.2% 42 16.67% 1.6
FourWorld Capital Management
5856
FourWorld Capital Management
New York
$174M +$6.72M +4% 11.4% 132% 38 47.37% 0.8
Emprise Bank
5857
Emprise Bank
Kansas
$174M +$11.5M +7% 5.11% – 108 14.81% 0.5
Matrix Private Capital Group
5858
Matrix Private Capital Group
New York
$174M +$14.4M +9% 6.4% 62.5% 156 7.05% 3.4
Delta Capital Management
5859
Delta Capital Management
New Jersey
$173M +$8.03M +5% 6.44% 129% 89 4.49% 6
Castleview Partners
5860
Castleview Partners
Texas
$173M -$2.52M -1% 6.43% 61.3% 957 47.44% 2.1
Trivant Custom Portfolio Group
5861
Trivant Custom Portfolio Group
California
$173M +$10.6M +6% 5.99% 86.1% 202 21.29% 1.1
Independent Order of Foresters
5862
Independent Order of Foresters
Ontario, Canada
$173M +$11.1M +7% 6.25% 66.3% 15 20% 3.8
CoreFirst Bank & Trust
5863
CoreFirst Bank & Trust
Kansas
$173M +$24.5M +16% 8.38% 61.4% 344 65.12% 1.2
Granite Harbor Advisors
5864
Granite Harbor Advisors
Texas
$173M +$15.1M +10% 5.1% 61.5% 91 10.99% 1.3
AUA Capital Management
5865
AUA Capital Management
Pennsylvania
$173M +$6.62M +4% 5.51% 70.2% 84 8.33% 5.9
Banyan Capital Management
5866
Banyan Capital Management
Georgia
$173M +$7.08M +4% 7.81% 42.5% 18 16.67% 4.1
MA
5867
Minerva Advisors
Pennsylvania
$173M +$22.6M +15% 21.2% 166% 57 0% 7.5
Heritage Wealth Management (Texas)
5868
Heritage Wealth Management (Texas)
Texas
$173M +$12M +7% 6.73% 52.3% 40 7.5% 1.2
PFG Private Wealth Management
5869
PFG Private Wealth Management
Florida
$172M +$7.58M +5% 4.5% 52.6% 258 13.57% 2.4
American Capital Advisory
5870
American Capital Advisory
Idaho
$172M +$32.5M +23% 6.32% 69% 532 26.69% 0.6
Novak & Powell Financial Services
5871
Novak & Powell Financial Services
Florida
$172M +$11.5M +7% 6.78% – 157 3.82% 0.7
Cape Ann Savings Bank
5872
Cape Ann Savings Bank
Massachusetts
$172M +$11.2M +7% 5.65% 72.7% 92 9.78% 5.7
Propel Bio Management
5873
Propel Bio Management
California
$172M +$18.2M +12% 35.5% – 27 33.33% 0.5
Kaizen Financial Strategies
5874
Kaizen Financial Strategies
California
$172M +$12M +7% 6.77% 126% 150 20% 1.8
WAM
5875
Werlinich Asset Management
Connecticut
$172M +$11.6M +7% 8.93% 232% 64 12.5% 2.6