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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)
Horizon Bancorp
6151
Horizon Bancorp
Indiana
$205M -$4.24M -2% 1.12% 33.4% 196 4.59% 3.4
BlackDiamond Wealth Management
6152
BlackDiamond Wealth Management
New York
$205M +$21.9M +12% 3.42% 70.8% 207 18.84% 1.8
Mitsubishi UFJ Asset Management (UK)
6153
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$205M -$1.96M -0.9% 7.14% 151% 116 42.24% 2.1
Arbiter Partners Capital Management
6154
Arbiter Partners Capital Management
New York
$205M +$37.7M +23% 25.6% 378% 51 25.49% 2.5
Dow Chemical Company
6155
Dow Chemical Company
Michigan
$205M -$56.5M -22% 1.36% 29.4% 6 16.67% 1.9
Vienna Insurance Group
6156
Vienna Insurance Group
Poland
$205M +$35.7M +21% 15.8% 230% 29 20.69% 1.9
Olistico Wealth
6157
Olistico Wealth
Oklahoma
$205M +$15.8M +8% 3.27% 108% 341 71.85% 0.8
Plotkin Financial Advisors
6158
Plotkin Financial Advisors
Maryland
$205M +$2.68M +1% 1.95% 95.3% 104 2.88% 3.4
Socha Financial Group
6159
Socha Financial Group
New York
$205M -$31.8M -13% 1.88% 88.4% 25 48% 1.9
ECP ControlCo
6160
ECP ControlCo
New Jersey
$205M -$46.1M -18% 0.1% 42.5% 4 0% 3.1
Navi International
6161
Navi International
Brazil
$205M – – 9% – 19 – 0
RHS Financial
6162
RHS Financial
California
$205M +$12.1M +6% 2.57% 65.6% 153 18.95% 2.3
Topel & Distasi Wealth Management
6163
Topel & Distasi Wealth Management
California
$205M +$2.16M +1% 0.89% 43.6% 61 0% 3.4
Gray Private Wealth
6164
Gray Private Wealth
Massachusetts
$205M +$6.48M +3% 1.9% – 49 6.12% 1.4
Avid Wealth Partners
6165
Avid Wealth Partners
Texas
$205M +$3.48M +2% 3.03% 93.7% 71 29.58% 1
School Employees Retirement Board of Ohio
6166
School Employees Retirement Board of Ohio
Ohio
$205M +$10.7M +6% 5.92% – 5 20% 0.7
BWM
6167
Bullock Wealth Management
Indiana
$205M +$3.42M +2% 1.97% 101% 636 7.39% 2.9
OBC
6168
Oakum Bay Capital
Connecticut
$205M – – 7.69% – 78 – 0
Lauterbach Financial Advisors
6169
Lauterbach Financial Advisors
Texas
$204M +$5.57M +3% 2.93% 76.5% 87 12.64% 2.7
Plan A Wealth
6170
Plan A Wealth
Nebraska
$204M +$7.9M +4% 1.6% – 191 17.8% 0.7
Canerector Inc
6171
Canerector Inc
Ontario, Canada
$204M +$8.35M +4% 10.7% – 10 10% 1
HCA
6172
Hyperion Capital Advisors
New York
$204M +$17.3M +9% 9.09% 86.1% 70 15.71% 3.2
LWM
6173
Latko Wealth Management
Illinois
$204M +$7.04M +4% 2.63% – 34 8.82% 1.1
Grafton Street Partners
6174
Grafton Street Partners
Florida
$204M +$18.6M +10% 4.78% – 12 16.67% 1.4
McDonough Capital Management
6175
McDonough Capital Management
Florida
$204M +$5.38M +3% 4.26% 98.1% 53 5.66% 3