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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)
Banque de Luxembourg
5976
Banque de Luxembourg
Luxembourg
$175M -$11M -6% 4.53% – 94 20.21% 0.2
MA
5977
McBroom & Associates
Nevada
$175M -$1.97M -1% 1.2% 148% 39 15.38% 2.3
PCMK
5978
Paragon Capital Management (Kansas)
Kansas
$175M -$11.8M -6% 1.59% 87.5% 54 9.26% 7
Ameraudi Asset Management
5979
Ameraudi Asset Management
New York
$175M -$6.4M -4% 0.41% 51.5% 60 18.33% 2.4
Bluesphere Advisors
5980
Bluesphere Advisors
Pennsylvania
$175M -$29.5M -14% 4.02% 105% 115 31.3% 2.3
Aspect Partners
5981
Aspect Partners
Virginia
$175M +$1.53M +0.9% 1.55% 66.7% 667 19.04% 1
Pennington Partners & Co
5982
Pennington Partners & Co
Maryland
$175M -$27.2M -14% 3.48% – 97 21.65% 0.2
Equinox Partners Investment Management
5983
Equinox Partners Investment Management
Connecticut
$174M +$27.5M +19% 2.52% 241% 10 20% 2.3
Cincinnati Casualty Company
5984
Cincinnati Casualty Company
Ohio
$174M -$4.07M -2% 1.58% 68.7% 24 0% 9
Triavera Capital
5985
Triavera Capital
California
$174M -$9.24M -5% 2.81% – 21 14.29% 0.2
FA
5986
FF Advisors
California
$174M +$26.6M +18% 2.4% 59.7% 97 14.43% 1.1
Koesten Hirschmann & Crabtree
5987
Koesten Hirschmann & Crabtree
Kansas
$174M -$54.2K -0% 1.34% 68.7% 212 6.13% 1.7
Maripau Wealth Management
5988
Maripau Wealth Management
Indiana
$174M +$5.63M +3% 1.41% 55.6% 151 19.87% 0.9
MQS Management
5989
MQS Management
New York
$174M +$171M +4,856% 4.73% 4.55% 412 98.3% 0
Financial Freedom LLC
5990
Financial Freedom LLC
Ohio
$174M -$15.5M -8% 2.5% 76.9% 371 4.85% 2
Beacon Financial Planning
5991
Beacon Financial Planning
Massachusetts
$174M +$2.19M +1% 0.57% 74.3% 48 0% 1.5
Trivant Custom Portfolio Group
5992
Trivant Custom Portfolio Group
California
$174M +$2.65M +2% 2.16% 86.1% 226 26.55% 1.3
LifePlan Investment Advisors
5993
LifePlan Investment Advisors
North Carolina
$174M +$12.2M +8% 0.19% 60.9% 106 14.15% 1.2
NBZ Investment Advisors
5994
NBZ Investment Advisors
Tennessee
$174M -$5.44M -3% 4.21% – 82 36.59% 0.2
SIA
5995
Schear Investment Advisers
Ohio
$174M -$14.2M -8% 5.08% 241% 92 7.61% 1.8
ADE LLC
5996
ADE LLC
Maryland
$174M +$10.7M +7% 0.17% 59.8% 84 13.1% 3.3
Cary Street Partners Investment Advisory
5997
Cary Street Partners Investment Advisory
Virginia
$173M +$21M +14% 0.41% 84.1% 595 18.32% 2.4
Gate City Capital Management
5998
Gate City Capital Management
Illinois
$173M +$7.68M +5% 1.14% – 16 12.5% 0.8
Mayfair Advisory Group
5999
Mayfair Advisory Group
Alabama
$173M +$3.58M +2% 1.52% 71.5% 166 9.64% 2.4
Kaizen Financial Strategies
6000
Kaizen Financial Strategies
California
$173M -$3.28M -2% 5.1% 126% 151 19.87% 2