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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)
Walker Asset Management
6026
Walker Asset Management
Missouri
$151M +$12.9M +9% 9.84% 87.6% 142 7.75% 1.3
Element Capital Management
6027
Element Capital Management
New York
$151M +$122M +412% 14.6% 49.4% 64 98.44% 0.2
Superstring Capital Management
6028
Superstring Capital Management
New York
$151M +$11.1M +8% 21.2% – 47 57.45% 0.1
Delta Capital Management
6029
Delta Capital Management
New Jersey
$151M +$7.78M +5% 7.59% 129% 79 7.59% 6.6
Mendel Capital Management
6030
Mendel Capital Management
Arkansas
$151M +$11.9M +9% 8.65% – 101 10.89% 1.6
GCM
6031
Garland Capital Management
Washington
$151M +$8.55M +6% 6.8% 55.7% 33 0% 5.8
TL
6032
TowerView LLC
New York
$151M -$12.9M -8% 5.42% 16.3% 31 22.58% 3.5
Plotkin Financial Advisors
6033
Plotkin Financial Advisors
Maryland
$151M +$19.3M +15% 10.5% 95.3% 97 21.65% 2.4
Financial Futures
6034
Financial Futures
New Jersey
$151M +$17.7M +13% 5.23% 48.5% 49 18.37% 1.4
PFS Partners
6035
PFS Partners
New Jersey
$151M +$4.54M +3% 6.54% 65.2% 496 13.1% 1.6
Blue Square Asset Management
6036
Blue Square Asset Management
New York
$151M +$481K +0.3% 9.38% 117% 85 24.71% 1.2
Blackston Financial Advisory Group
6037
Blackston Financial Advisory Group
Florida
$151M -$7.22M -5% 8.52% 79.8% 99 41.41% 1.8
William Allan Corp
6038
William Allan Corp
Colorado
$151M +$11.1M +8% 7.86% 94.2% 49 4.08% 1.9
Disciplined Equity Management
6039
Disciplined Equity Management
Florida
$151M +$4.82M +3% 8.69% 72.3% 113 56.64% 1.4
Laurel Wealth Planning
6040
Laurel Wealth Planning
Minnesota
$151M +$9.28M +7% 7.14% 59.5% 54 5.56% 2.6
MFG
6041
MTM Financial Group
Pennsylvania
$151M +$13.6M +10% 4.21% 36.5% 69 26.09% 1.2
Oracle Investment Management
6042
Oracle Investment Management
Connecticut
$150M -$13.9M -8% 32% 865% 32 34.38% 2.8
Flower City Capital
6043
Flower City Capital
New York
$150M +$16.1M +12% 6.38% 69.5% 37 18.92% 1.5
Cassia Capital Partners
6044
Cassia Capital Partners
North Carolina
$150M +$30M +25% 6.89% 59.9% 63 6.35% 1.6
Doma Perpetual Capital Management
6045
Doma Perpetual Capital Management
Florida
$150M +$48.9M +48% 12.3% – 9 11.11% 0.2
Muzinich & Co
6046
Muzinich & Co
New York
$150M $0 0% 4.33% 13.5% 63 0% 4.2
Beaumont Asset Management
6047
Beaumont Asset Management
Texas
$150M +$8.4M +6% 8.84% 73.1% 70 17.14% 2.5
EPIQ Partners
6048
EPIQ Partners
Minnesota
$150M +$10.9M +8% 7.67% 49.6% 78 16.67% 2.7
Ravenstone Capital Management
6049
Ravenstone Capital Management
$150M +$12.2M +9% 9.04% 63% 36 11.11% 2.2
WF
6050
Williams Financial
Vermont
$150M +$12.8M +9% 4.83% 33.1% 41 80.49% 0.9