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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)
LM Asset (IM) Inc
6301
LM Asset (IM) Inc
British Columbia, Canada
$192M +$65.9M +52% 37.8% – 12 25% 0.8
Legacy Financial Independent Advisors
6302
Legacy Financial Independent Advisors
Kentucky
$192M – – 0.2% – 113 – 0
Westview Investment Advisors
6303
Westview Investment Advisors
Vermont
$192M -$17.7M -8% 0.39% – 83 25.3% 0.2
Kintayl Capital
6304
Kintayl Capital
New York
$192M +$26.4M +16% 11% – 74 67.57% 0.2
Sharp Capital Gestora de Recursos
6305
Sharp Capital Gestora de Recursos
Brazil
$192M +$39.5M +26% 11.4% 61.4% 7 14.29% 1.3
KWM
6306
KRM Wealth Management
Nevada
$192M +$9.6M +5% 0.69% – 44 11.36% 0.2
IFS
6307
Intelligent Financial Strategies
Minnesota
$192M -$16M -8% 2.95% 63.5% 72 13.89% 3.5
Riverchase Wealth Management
6308
Riverchase Wealth Management
Texas
$192M +$7.81M +4% 0.5% – 80 17.5% 1
Values First Advisors
6309
Values First Advisors
Tennessee
$192M -$831K -0.4% 2.96% 87.6% 189 9.52% 3.1
Henderson Brothers Financial Partners
6310
Henderson Brothers Financial Partners
Pennsylvania
$192M – – 0.02% – 71 – 0.9
C.V. Starr & Co
6311
C.V. Starr & Co
New York
$192M +$9.8M +5% 5.91% – 5 0% 1.6
Corrado Advisors
6312
Corrado Advisors
New Jersey
$192M -$7.61M -4% 0.31% 73.1% 131 22.14% 2.8
Arch Global Advisors
6313
Arch Global Advisors
New York
$192M – – 4% – 53 – 0
Cincinnati Casualty Company
6314
Cincinnati Casualty Company
Ohio
$191M -$5.61M -3% 0.01% 68.7% 25 8% 9.5
Prime Buchholz
6315
Prime Buchholz
New Hampshire
$191M +$22.9M +14% 1.28% – 22 9.09% 1.1
Granville Capital
6316
Granville Capital
North Carolina
$191M +$2.85M +2% 1.7% – 88 6.82% 0.2
Pennsylvania State University
6317
Pennsylvania State University
Pennsylvania
$191M -$1.64M -0.8% 6.31% – 2 0% 0.3
Lipe & Dalton
6318
Lipe & Dalton
New York
$191M -$11.4M -6% 0.2% 101% 98 9.18% 6.7
TFB Advisors
6319
TFB Advisors
Kansas
$191M -$167M -47% 2.1% 85% 317 46.37% 1.9
Birch Capital Management
6320
Birch Capital Management
Texas
$191M -$9.6M -5% 3.32% 62% 81 8.64% 4.8
BFI Infinity
6321
BFI Infinity
Switzerland
$191M -$125M -40% 6.22% – 72 38.89% 0.6
Mill Road Capital Management
6322
Mill Road Capital Management
Connecticut
$191M +$22.5M +13% 6.11% 85.1% 26 19.23% 2.8
Elevatus Welath Management
6323
Elevatus Welath Management
New York
$191M -$175M -48% 1.55% 270% 169 24.26% 1.4
HG Vora Capital Management
6324
HG Vora Capital Management
New York
$191M -$74.1M -28% 1.13% 42.6% 9 33.33% 1.8
KTC
6325
Kentucky Trust Company
Kentucky
$191M +$2.23M +1% 3.43% – 322 9.01% 1.1