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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)
M1 Capital Management
5926
M1 Capital Management
Michigan
$185M – – 1.91% – 86 – 0
Sterneck Capital Management
5927
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 1.28% 61.5% 108 22.22% 4.5
WFA Asset Management
5928
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 0.84% 60% 226 13.72% 2.1
Lagoda Investment Management
5929
Lagoda Investment Management
New York
$185M +$10.8M +6% 15.3% 250% 34 0% 6.3
Howard Wealth Management
5930
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 2.74% 69.9% 120 10% 2.4
EPIQ Partners
5931
EPIQ Partners
Minnesota
$185M +$4.29M +2% 3.96% 49.6% 84 16.67% 3.1
Corecam Pte Ltd
5932
Corecam Pte Ltd
$185M +$31.1M +20% 4.07% 93.6% 33 21.21% 0.6
Regency Capital Management
5933
Regency Capital Management
Hawaii
$185M +$2.73M +2% 0.98% 92.1% 53 20.75% 1.6
Elite Financial
5934
Elite Financial
Idaho
$185M – – 0.59% – 50 – 0
Patron Partners
5935
Patron Partners
Texas
$184M +$3.49M +2% 2.16% 90.2% 181 8.84% 2.8
Ridgecrest Wealth Partners
5936
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 2.9% 103% 119 15.97% 2.7
Hutchens & Kramer Investment Management Group
5937
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 0.73% 83% 173 16.76% 1.6
FCFC
5938
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 0.19% 72.9% 127 9.45% 3.2
CHB Investment Group
5939
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 0.96% – 74 1.35% 0.2
DFS
5940
Dixon Fnancial Services
California
$184M -$4.19M -2% 0.85% 76.6% 39 7.69% 1.9
Heartland Bank & Trust
5941
Heartland Bank & Trust
Illinois
$184M -$1.21M -0.7% 3.84% 105% 161 18.63% 2
Glass Wealth Management
5942
Glass Wealth Management
Texas
$184M +$3.01M +2% 2.66% – 58 5.17% 0.7
TSG Consumer Partners
5943
TSG Consumer Partners
California
$184M -$342M -65% 63.5% 12.3% 2 50% 3
Triavera Capital
5944
Triavera Capital
California
$184M – – 7.14% – 19 – 0
Oracle Investment Management
5945
Oracle Investment Management
Connecticut
$184M +$16.8M +10% 37% 865% 25 36% 2.9
Pacific Sun Financial
5946
Pacific Sun Financial
California
$184M +$2.24M +1% 1.98% 70.3% 189 5.29% 4.8
Lifestyle Asset Management
5947
Lifestyle Asset Management
Texas
$184M +$2.44M +1% 1.82% 88.3% 121 27.27% 1
AIA
5948
Arcadia Investment Advisors
Idaho
$184M -$3.06M -2% 0.19% 56.4% 82 4.88% 4.6
GoalFusion Wealth Management
5949
GoalFusion Wealth Management
Texas
$183M +$2.97M +2% 1.7% 47.6% 30 10% 2
Prospect Financial Services
5950
Prospect Financial Services
New York
$183M +$22.1M +14% 6.04% – 122 19.67% 0.6