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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)
Copperleaf Capital
5901
Copperleaf Capital
North Carolina
$209M +$11M +6% 9.45% 102% 130 25.38% 1.9
Cambridge Capital Management
5902
Cambridge Capital Management
Illinois
$209M +$22.2M +12% 5.86% 55.9% 43 6.98% 1.4
LCM Capital Management
5903
LCM Capital Management
Illinois
$208M +$16M +8% 11.1% 128% 114 12.28% 3.2
Sitrin Capital Management
5904
Sitrin Capital Management
California
$208M +$12.4M +6% 10.6% 139% 42 2.38% 4.4
Sound Stewardship
5905
Sound Stewardship
Kansas
$208M +$14.5M +7% 5.78% 45.9% 66 6.06% 2
Udine Wealth Management
5906
Udine Wealth Management
Florida
$208M +$19M +10% 23% 141% 40 20% 1.5
SM
5907
Salzhauer Michael
$208M +$37.5M +22% 8.13% 98% 96 19.79% 4
Peak Financial Advisors
5908
Peak Financial Advisors
Colorado
$208M +$13.1M +7% 4.3% 39.1% 109 42.2% 1.2
JW Asset Management
5909
JW Asset Management
Florida
$208M +$5.49M +3% 7.87% 251% 21 28.57% 1.6
Signet Investment Advisory Group
5910
Signet Investment Advisory Group
Rhode Island
$208M +$13.4M +7% 6.17% 68.2% 70 4.29% 4.9
TBBL
5911
True Blue (BVI) Ltd
$208M +$36M +21% 22.8% – 4 0% 0.8
FOCUS Wealth Advisors
5912
FOCUS Wealth Advisors
Texas
$208M +$15.6M +8% 7.37% 68.7% 58 3.45% 2.9
Galilei Investment Office
5913
Galilei Investment Office
United Kingdom
$208M +$11.4M +6% 6.33% – 27 0% 0.7
WA1
5914
Wimmer Associates 1
California
$208M +$12.4M +6% 9.07% 78.9% 113 6.19% 7.2
C.M. Bidwell & Associates
5915
C.M. Bidwell & Associates
Hawaii
$208M +$15.2M +8% 6.71% 70.6% 537 26.07% 3.1
Hippocratic Financial Advisors
5916
Hippocratic Financial Advisors
California
$208M +$20.6M +11% 4.65% – 28 17.86% 0.6
Forte Asset Management
5917
Forte Asset Management
New York
$208M +$11.5M +6% 6.08% 57.7% 73 9.59% 1.9
Chou Associates Management
5918
Chou Associates Management
Ontario, Canada
$208M +$24.9M +14% 11.5% 66.4% 31 0% 3.3
Midwest Capital Advisors
5919
Midwest Capital Advisors
Michigan
$207M +$17.7M +9% 7.5% – 216 15.28% 0.6
Solano Wealth Investment Advisors
5920
Solano Wealth Investment Advisors
California
$207M +$12.5M +6% 5.94% – 37 10.81% 0.7
Grand Wealth Management
5921
Grand Wealth Management
Michigan
$207M +$12.7M +7% 6.55% 54.1% 75 8% 2.4
Kennicott Capital Management
5922
Kennicott Capital Management
California
$207M +$31.9M +18% 8.08% 98% 52 11.54% 2.9
Mitsubishi UFJ Asset Management (UK)
5923
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$207M +$15.1M +8% 9.28% 151% 121 28.1% 2.2
PCMK
5924
Paragon Capital Management (Kansas)
Kansas
$207M +$12.4M +6% 8.54% 87.5% 58 0% 6.5
EnCap Energy Capital Fund X
5925
EnCap Energy Capital Fund X
Texas
$207M +$19.2M +10% 10.2% – 1 0% 1