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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)
Verdad Advisers
6251
Verdad Advisers
Massachusetts
$99.2M +$30.4M +44% 6.52% – 34 41.18% 0.8
Insight Inv LLC
6252
Insight Inv LLC
California
$99.1M +$8.96M +10% 10.6% 139% 100 4% 1
Acuitas Investments
6253
Acuitas Investments
Washington
$99.1M +$2.64M +3% 27.1% 145% 49 32.65% 1
Camarda Financial Advisors
6254
Camarda Financial Advisors
Florida
$99.1M +$14M +16% 9.48% 196% 92 44.57% 1.2
Soundwatch Capital
6255
Soundwatch Capital
Connecticut
$99.1M -$3.64M -4% 7.33% 68.6% 19 57.89% 0.8
Waycross Investment Management
6256
Waycross Investment Management
Washington
$99M – – 6.4% 49.6% 53 – 0
Alan B. Lancz & Associates
6257
Alan B. Lancz & Associates
Ohio
$99M +$14.8M +18% 9.03% – 191 18.85% 0.8
Millennium Capital Advisors
6258
Millennium Capital Advisors
Arkansas
$99M +$4.24M +4% 8.33% 134% 94 6.38% 0.9
Shearwater Capital
6259
Shearwater Capital
Colorado
$99M +$10.4M +12% 9.96% 74.4% 39 12.82% 0.9
HF Advisory Group
6260
HF Advisory Group
Maryland
$98.9M – – 7.39% 73.2% 131 – 0
International City Management Association Retirement Corp
6261
International City Management Association Retirement Corp
District of Columbia
$98.9M – – 6.7% 48.1% 6 – 0
Kopion Asset Management
6262
Kopion Asset Management
Texas
$98.9M +$7.66M +8% 10.3% 80.5% 18 0% 2.6
CCM
6263
Conway Capital Management
California
$98.9M -$13.2M -12% 2.42% 139% 52 23.08% 1.5
Quarry Hill Advisors
6264
Quarry Hill Advisors
Minnesota
$98.8M – – 10.9% 62.5% 40 – 0
HTG Investment Advisors
6265
HTG Investment Advisors
Connecticut
$98.8M – – 11.2% 57.4% 51 – 0
Bay Rivers Group
6266
Bay Rivers Group
Virginia
$98.7M -$1.31M -1% 6.37% 166% 64 12.5% 2.2
Momentum Advisors
6267
Momentum Advisors
New York
$98.7M +$8.24M +9% 6.97% – 84 15.48% 0.4
Econ Financial Services
6268
Econ Financial Services
Pennsylvania
$98.7M -$22.7M -19% 9.67% 16.9% 79 37.97% 0.6
Unconventional Investor
6269
Unconventional Investor
New Hampshire
$98.6M +$6.65M +7% 8.66% 62.7% 33 15.15% 0.9
Heritage Wealth Management (Texas)
6270
Heritage Wealth Management (Texas)
Texas
$98.6M – – 10.1% 52.3% 27 – 0
Robbie L. Kennerson P.A.
6271
Robbie L. Kennerson P.A.
Florida
$98.6M – – 4.5% – 31 – 0
Foundation Wealth Management (Missouri)
6272
Foundation Wealth Management (Missouri)
Missouri
$98.5M – – 7.25% 74.9% 38 – 0
Plotkin Financial Advisors
6273
Plotkin Financial Advisors
Maryland
$98.5M -$357K -0.4% 8.29% 95.3% 72 12.5% 2
Iams Wealth Management
6274
Iams Wealth Management
Nebraska
$98.3M – – 8.03% 57.7% 96 – 0
Granite Harbor Advisors
6275
Granite Harbor Advisors
Texas
$98.2M – – 6.29% 61.5% 66 – 0