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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)
RWIA
6051
Roger Wittlin Investment Advisory
California
$127M – – 4.47% 61.3% 26 – 0
West Bancorporation
6052
West Bancorporation
Iowa
$127M – – 12.4% 72.5% 315 – 1.4
Shelton Wealth Management
6053
Shelton Wealth Management
Texas
$127M – – 6.15% 89.4% 71 – 0
Charter Research & Investment Group
6054
Charter Research & Investment Group
Connecticut
$127M +$6.51M +5% 9.82% 82.3% 87 8.05% 4.9
MCM
6055
Magnolia Capital Management
New York
$127M +$11M +10% 10.6% 85.9% 118 38.14% 0.7
Allie Family Office
6056
Allie Family Office
Florida
$127M – – 6.25% 59% 60 – 0
Heritage Investment Group
6057
Heritage Investment Group
Florida
$127M – – 7.9% 54.5% 76 – 0
CenturyLink Investment Management
6058
CenturyLink Investment Management
Colorado
$127M – – 10.7% – 1 – 0
Piscataqua Savings Bank
6059
Piscataqua Savings Bank
New Hampshire
$127M +$11.2M +10% 11.8% 96.8% 357 10.36% 0.7
Act Two Investors
6060
Act Two Investors
California
$127M -$295M -70% 10.8% 53% 31 22.58% 2.3
Trust Investment Advisors
6061
Trust Investment Advisors
Indiana
$127M +$15M +13% 14.4% 178% 89 10.11% 3.3
KPCB XV Associates
6062
KPCB XV Associates
California
$127M -$7.13M -5% 2.74% – 3 0% 1
Privium Fund Management (UK)
6063
Privium Fund Management (UK)
United Kingdom
$127M +$33.5M +36% 1.69% 34.4% 64 39.06% 0.3
PCC
6064
Park Circle Company
Maryland
$127M -$5M -4% 6.82% 70.5% 135 14.81% 2.1
AA
6065
Alta Advisers
United Kingdom
$127M +$3.15M +3% 2.99% 129% 6 0% 3
TKG Advisors
6066
TKG Advisors
Indiana
$127M – – 11.1% 116% 82 – 0
Lanham O'Dell & Company
6067
Lanham O'Dell & Company
West Virginia
$127M – – 10.1% 81% 22 – 0
Taika Capital
6068
Taika Capital
Florida
$127M – – 16.9% 68.3% 34 – 0
YRHAM
6069
Yong Rong (HK) Asset Management
Hong Kong
$127M -$25.9M -17% 6.1% 2,310% 23 69.57% 0.3
Saber Capital Management
6070
Saber Capital Management
North Carolina
$126M – – 1.58% – 12 – 0
Prairiewood Capital
6071
Prairiewood Capital
North Dakota
$126M +$4.6M +4% 4.51% 42.6% 68 1.47% 0.8
Ascendant Capital Management
6072
Ascendant Capital Management
California
$126M -$5.7M -4% 7.97% – 80 40% 0.6
Astoria Portfolio Advisors
6073
Astoria Portfolio Advisors
New York
$126M – – 6.59% 75.4% 143 – 0
GWA
6074
GGM Wealth Advisors
Maryland
$126M +$69K +0.1% 7.65% 25.9% 103 13.59% 0.8
Retirement Guys Formula
6075
Retirement Guys Formula
Ohio
$126M – – 6.22% 75.7% 114 – 0