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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)
Ivy Lane Capital Management
5876
Ivy Lane Capital Management
Florida
$129M -$13.2M -9% 7.97% 101% 11 36.36% 0.9
Lowery Thomas LLC
5877
Lowery Thomas LLC
California
$129M -$16.1M -11% 6.33% 74.7% 56 23.21% 0.2
Robinson Value Management
5878
Robinson Value Management
Texas
$129M +$7.13M +6% 2.44% 79.3% 80 20% 2.6
Morris Capital Advisors
5879
Morris Capital Advisors
Pennsylvania
$129M -$7.27M -5% 2.17% 72.9% 53 3.77% 4.4
WPA
5880
Winning Points Advisors
Florida
$129M -$8.95M -6% 1.9% – 85 48.24% 3.4
Forum Private Client Group
5881
Forum Private Client Group
Indiana
$129M – – 4.89% 47.9% 64 – 0
Guardian Investment Management
5882
Guardian Investment Management
California
$129M -$15.1M -10% 0.1% 103% 61 18.03% 4.7
Aldebaran Financial
5883
Aldebaran Financial
$129M -$6.73M -5% 3.86% 89.7% 92 5.43% 4.6
Fi3 Financial Advisors
5884
Fi3 Financial Advisors
Indiana
$129M -$24.1M -16% 5.88% 83.1% 53 9.43% 0.8
Lanham O'Dell & Company
5885
Lanham O'Dell & Company
West Virginia
$129M +$1.96M +2% 3.9% 81% 24 25% 0.2
Wavelength Capital Management
5886
Wavelength Capital Management
Connecticut
$129M +$907K +0.7% 5.06% – 14 0% 0.3
Sagil Capital
5887
Sagil Capital
United Kingdom
$128M -$66M -34% 18.6% 104% 27 55.56% 0.8
Twenty Acre Capital
5888
Twenty Acre Capital
Pennsylvania
$128M – – 9.21% 196% 24 – 0
ABP
5889
Arthur B. Page
$128M -$17.5M -12% 5.38% 40.4% 62 12.9% 5.6
FirstPurpose Wealth
5890
FirstPurpose Wealth
Utah
$128M -$31M -19% 6.78% – 166 29.52% 0.2
Montis Financial
5891
Montis Financial
Massachusetts
$128M -$9.8M -7% 1.23% 46% 90 31.11% 1.1
Totem Point Management
5892
Totem Point Management
New York
$128M -$23.2M -15% 10.6% 577% 17 23.53% 1.5
Astoria Portfolio Advisors
5893
Astoria Portfolio Advisors
New York
$128M +$1.85M +1% 0.71% 75.4% 177 46.33% 0.2
Financial Futures
5894
Financial Futures
New Jersey
$128M +$5.78M +5% 4.29% 48.5% 64 31.25% 0.2
Mid-American Wealth Advisory Group
5895
Mid-American Wealth Advisory Group
Missouri
$128M +$3.3M +3% 3% 14.4% 82 31.71% 0.2
Susquehanna International Securities
5896
Susquehanna International Securities
Ireland
$128M -$37.6M -23% 7.63% 2.8% 33 60.61% 0.5
Rosenthal Henry Capital Advisors
5897
Rosenthal Henry Capital Advisors
Indiana
$128M -$5.14M -4% 4.38% 91.9% 50 30% 2.3
Verger Capital Management
5898
Verger Capital Management
North Carolina
$128M -$2.23M -2% 0.7% 58.3% 12 0% 5.6
Kaizen Financial Strategies
5899
Kaizen Financial Strategies
California
$128M -$5.99M -4% 5.95% 126% 152 21.71% 0.9
Echo45 Advisors
5900
Echo45 Advisors
California
$128M +$2.66M +2% 2.43% 53.6% 90 16.67% 0.3