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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)
Strategic Financial Planning
5901
Strategic Financial Planning
Texas
$96M -$7.84M -8% 7.63% 47.5% 35 17.14% 2.2
A
5902
Atomvest
Hong Kong
$95.9M -$27.1M -22% 8.55% 90% 4 0% 1.1
Sippican Capital Advisors
5903
Sippican Capital Advisors
Massachusetts
$95.9M -$4.9M -5% 4.06% 81.1% 103 5.83% 4.9
Trust Investment Advisors
5904
Trust Investment Advisors
Indiana
$95.8M -$8.25M -8% 3.54% 178% 105 28.57% 3.5
New Vernon Capital Holdings II
5905
New Vernon Capital Holdings II
New Jersey
$95.8M -$28.1M -23% 0.01% 114% 70 21.43% 0.5
M28 Capital Management
5906
M28 Capital Management
Connecticut
$95.8M +$6.59M +7% 7.35% 200% 13 7.69% 0.7
United Community Bank
5907
United Community Bank
South Carolina
$95.8M +$2.9M +3% 5.32% 66.2% 269 13.01% 0.6
ABP
5908
Arthur B. Page
$95.7M -$9.7M -9% 3.36% 40.4% 53 9.43% 6.3
First National Bank Sioux Falls
5909
First National Bank Sioux Falls
South Dakota
$95.6M +$17.3M +22% 5.83% 70.3% 115 13.04% 3.6
Midwest Heritage Bank
5910
Midwest Heritage Bank
Iowa
$95.6M -$15M -14% 6% 50% 68 7.35% 0.6
Mach-1 Financial Group
5911
Mach-1 Financial Group
Arkansas
$95.6M -$52.5M -35% 0.61% 83.4% 450 11.11% 0.5
San Luis Wealth Advisors
5912
San Luis Wealth Advisors
California
$95.5M +$8.44M +10% 5.31% 61.9% 86 33.72% 0.9
Gainplan
5913
Gainplan
Michigan
$95.5M -$55.1M -37% 6.33% 103% 41 41.46% 1.8
Darrow Company
5914
Darrow Company
Massachusetts
$95.4M -$5.69M -6% 4.19% 44.5% 82 70.73% 0.6
IF
5915
Integrity Financial
Wyoming
$95.4M -$9.9M -9% 5.13% 66.3% 225 14.22% 0.7
IFS
5916
Intelligent Financial Strategies
Minnesota
$95.4M -$3.03M -3% 4.74% 63.5% 96 5.21% 0.7
Maryland Capital Advisors
5917
Maryland Capital Advisors
Maryland
$95.3M +$526K +0.6% 5.73% – 260 14.23% 0.6
Palladiem
5918
Palladiem
Pennsylvania
$95.2M -$5.44M -5% 6.18% – 58 18.97% 2.2
Rather & Kittrell
5919
Rather & Kittrell
Tennessee
$95.2M +$3.96M +4% 5.02% 41.1% 62 14.52% 0.6
Medina Value Partners
5920
Medina Value Partners
California
$95.2M -$21.9M -19% 2% 80% 21 47.62% 0.5
Eos Management LP
5921
Eos Management LP
New York
$95.1M -$36.2M -28% 12.4% 152% 29 20.69% 5
Clark Financial Services Group
5922
Clark Financial Services Group
Missouri
$95.1M – – 4.44% 116% 59 – 1.6
Aufman Associates
5923
Aufman Associates
Pennsylvania
$95M -$10.2M -10% 7.35% 136% 44 9.09% 2
AH Equity Partners Bio III
5924
AH Equity Partners Bio III
California
$95M +$4.99M +6% 5.54% – 1 0% 0.8
EDBI Pte Ltd
5925
EDBI Pte Ltd
Singapore
$95M -$12.9M -12% 0.6% 6.21% 26 3.85% 0.6