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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)
Toews Corporation
6201
Toews Corporation
New Jersey
$168M -$577M -77% 1.9% 22% 18 55.56% 3.4
EMG Holdings
6202
EMG Holdings
Connecticut
$168M -$22.4M -12% 8.17% 4.17% 37 54.05% 1.3
CoreFirst Bank & Trust
6203
CoreFirst Bank & Trust
Kansas
$168M -$4.86M -3% 2.94% 61.4% 357 5.04% 1.3
WFG
6204
Wormser Freres Gestion
France
$168M +$4.42M +3% 1.99% 67.4% 49 10.2% 0.9
Concorde Financial
6205
Concorde Financial
Texas
$168M -$1.76M -1% 2.65% 81.3% 39 7.69% 2
Peterson Wealth Management
6206
Peterson Wealth Management
Nevada
$168M +$11.6M +7% 5.04% 88.9% 54 18.52% 2.2
Novak & Powell Financial Services
6207
Novak & Powell Financial Services
Florida
$168M -$4.56M -3% 0.86% – 166 15.66% 0.9
TLW Wealth Management
6208
TLW Wealth Management
Florida
$168M -$518K -0.3% 4.01% 98.3% 20 20% 4.3
Gray Private Wealth
6209
Gray Private Wealth
Massachusetts
$168M +$518K +0.3% 0.02% – 42 4.76% 0.7
LFWA
6210
LBJ Family Wealth Advisors
Texas
$168M -$784K -0.5% 0.41% 64.9% 29 3.45% 6.4
Catawba River Capital
6211
Catawba River Capital
South Carolina
$168M +$9.5M +6% 0% 89.5% 20 20% 2.9
TCG Capital Management
6212
TCG Capital Management
California
$168M +$14.6M +10% 9.57% 29.3% 1 0% 2
Spring Capital Management
6213
Spring Capital Management
Texas
$167M +$44.2M +36% 0.13% 73.6% 46 43.48% 1.5
Delap Wealth Advisory
6214
Delap Wealth Advisory
Oregon
$167M +$9.21M +6% 1.87% 73% 79 25.32% 1.3
Naman Capital
6215
Naman Capital
Brazil
$167M -$93.8M -36% 6.97% 89.9% 12 8.33% 3.1
MFG
6216
MTM Financial Group
Pennsylvania
$167M +$3.54M +2% 0.55% 36.5% 77 10.39% 1.7
Anabranch Capital Management
6217
Anabranch Capital Management
Connecticut
$167M -$3.25M -2% 0.54% 139% 8 12.5% 3.1
GE Investment Management
6218
GE Investment Management
Connecticut
$167M -$159M -49% 9.89% – 5 20% 0.9
Index Venture Life Associates VI
6219
Index Venture Life Associates VI
Jersey
$167M – – 4.7% – 2 – 1.5
Aryeh Capital Management
6220
Aryeh Capital Management
Ontario, Canada
$167M +$807K +0.5% 3.18% 87.7% 12 25% 1.5
CCP
6221
Cunning Capital Partners
North Carolina
$167M -$24.5M -13% 13.4% 268% 77 29.87% 1.2
Banyan Capital Management
6222
Banyan Capital Management
Georgia
$167M -$5.9M -3% 1.04% 44.4% 17 11.76% 4.3
Menard Financial Group
6223
Menard Financial Group
Texas
$167M +$14.9M +10% 5.73% 141% 319 65.52% 0.6
RMSCM
6224
R.M. Sincerbeaux Capital Management
New York
$167M +$5.57M +3% 6.93% 76.4% 38 2.63% 9
CE
6225
Cornerstone Enterprises
Wisconsin
$167M +$6.83M +4% 4.91% 85.7% 36 36.11% 0.7