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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)
Bandera Partners
5851
Bandera Partners
New York
$221M -$1.39M -0.6% 9.13% 55.4% 17 23.53% 4
Socorro Asset Management
5852
Socorro Asset Management
Texas
$221M -$37.1M -14% 2.11% 43.8% 34 11.76% 3
WMS
5853
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 2.03% – 40 2.5% 1.1
Georgetown University
5854
Georgetown University
District of Columbia
$221M -$30.3M -12% 5.36% 79.9% 14 35.71% 3.9
Mosley Wealth Management
5855
Mosley Wealth Management
California
$221M +$2.37M +1% 3.26% – 466 66.95% 0.4
Decker Retirement Planning
5856
Decker Retirement Planning
Utah
$221M +$19.6M +10% 14.2% – 318 38.05% 0.7
William Marsh Rice University
5857
William Marsh Rice University
Texas
$221M +$17.2M +8% 2.46% 1.81% 2 0% 5.3
GoalFusion Wealth Management
5858
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 0.86% 47.6% 30 10% 2.4
Leicht Financial Planning & Wealth Management
5859
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 1.54% 50.2% 15 13.33% 3.5
GBI
5860
GP Brinson Investments
Illinois
$220M -$11.8M -5% 1.75% 51.2% 15 6.67% 4
TFG
5861
Team Financial Group
California
$220M -$117K -0.1% 1.1% 46% 282 8.51% 0.9
Long Path Partners
5862
Long Path Partners
Connecticut
$220M -$72.3M -25% 20.3% 9.18% 10 40% 1.7
Stonebridge Capital Management
5863
Stonebridge Capital Management
California
$220M – – 0.11% – 80 – 8.7
Twin Lakes Capital Management
5864
Twin Lakes Capital Management
California
$220M -$5.23M -2% 2.45% 131% 227 4.85% 3.8
Radcliff Management
5865
Radcliff Management
New York
$220M -$92.3M -30% 29.6% 47.6% 1 0% 4.3
E Fund Management (HK)
5866
E Fund Management (HK)
Hong Kong
$220M -$77.6M -26% 1.42% 163% 506 24.7% 0.7
DCM Advisors
5867
DCM Advisors
New York
$220M -$21.1M -9% 3.55% 99.3% 39 5.13% 4.2
Woodward Diversified Capital
5868
Woodward Diversified Capital
California
$220M +$1.48M +0.7% 1.94% 118% 206 22.82% 2.6
Tealwood Asset Management
5869
Tealwood Asset Management
Minnesota
$220M -$3.1M -1% 1.54% 128% 128 14.84% 3.8
Morgan Dempsey Capital Management
5870
Morgan Dempsey Capital Management
Wisconsin
$220M +$14.1M +7% 9.41% 52.1% 158 11.39% 3.4
Shaker Investments
5871
Shaker Investments
Ohio
$220M -$20.6M -9% 2.96% 216% 94 24.47% 2.3
HCM
5872
Horrell Capital Management
Arkansas
$219M -$10M -4% 4.5% 55.6% 202 8.91% 7.2
AWM
5873
Aberdeen Wealth Management
Illinois
$219M +$3.39M +2% 0.02% 73.1% 185 8.11% 4.3
Transcendent Capital Group
5874
Transcendent Capital Group
Oklahoma
$219M -$1.5M -0.7% 1.13% 82.3% 129 22.48% 1.5
Overlook Investments
5875
Overlook Investments
Cayman Islands
$219M -$58.7M -21% 44.7% – 2 50% 0.1