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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)
WFAG
6276
Worth Financial Advisory Group
North Carolina
$108M +$3.11M +3% 6.79% 82.9% 127 13.39% 0.4
LPARFS
6277
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$108M +$32.5M +43% – – 64 68.75% 0.1
SMWM
6278
Silvia McColl Wealth Management
California
$108M +$6.87M +7% 5.32% 82.7% 108 8.33% 0.5
VCIM
6279
Velan Capital Investment Management
Georgia
$108M -$9.62M -8% 26.1% 2,395% 39 41.03% 0.5
KGC
6280
Kennon-Green & Company
Ohio
$108M +$1.91M +2% 4.02% 58.4% 45 4.44% 0.5
SC
6281
Seldon Capital
California
$108M +$7.63M +8% 9.53% 604% 57 28.07% 1
LG
6282
LAM Group
Oregon
$107M +$5.45M +5% 7.05% 54.3% 117 5.98% 0.5
SIS
6283
Susquehanna International Securities
Ireland
$107M -$55.6M -34% 4.22% 2.8% 54 64.81% 0.5
GBWM
6284
Granite Bay Wealth Management
New Hampshire
$107M -$35.7M -25% 6.19% – 80 52.5% 0.9
BOM
6285
Bank of Marin
California
$107M +$2.68M +3% 8.77% 80.3% 127 14.17% 2.5
MWM
6286
Magnolia Wealth Management
Alabama
$107M +$8.09M +8% 3.9% 45.4% 11 0% 1.2
SFB
6287
STAR Financial Bank
Indiana
$107M +$4.35M +4% 6.27% 53.4% 97 10.31% 0.5
OCM
6288
Once Capital Management
New York
$107M +$13.1M +14% 23.1% 570% 24 12.5% 1.4
SIRP
6289
Shelter Insurance Retirement Plan
Missouri
$107M -$4.19M -4% 5.74% 60.5% 8 0% 2.7
SC
6290
Schubert & Co
Texas
$107M -$5.38M -5% 10.6% 47.3% 1,673 97.85% 1.2
PCC
6291
Park Circle Company
Maryland
$107M +$3.2M +3% 2.51% 70.5% 114 7.89% 3.2
MFG
6292
Mainsail Financial Group
Washington
$107M +$3.68M +4% 4.98% 57.2% 47 4.26% 0.5
CC
6293
Copperleaf Capital
North Carolina
$107M +$6.08M +6% 7.16% 102% 85 23.53% 1.5
VAF
6294
Values Added Financial
District of Columbia
$107M – – 5.27% 58.3% 79 – 0
RFN
6295
Redwood Financial Network
Ohio
$107M +$8.33M +8% 6.25% 74.1% 156 8.97% 1
WCM
6296
Whitefort Capital Management
New York
$107M -$1.09M -1% 2.39% 243% 17 17.65% 1
RCM
6297
Rings Capital Management
Illinois
$106M +$11.9M +13% 13.5% 40.9% 5 0% 1.7
HC
6298
Hoese & Co
Minnesota
$106M +$18.2M +21% 4.83% 46.3% 179 11.17% 1.8
MLRA
6299
Main Line Retirement Advisors
Montana
$106M – – 3.17% 47.6% 32 – 0
ICVCFVA
6300
IDG China Venture Capital Fund V Associates
Hong Kong
$106M -$67.9M -39% 39% 7.34% 1 0% 1.5