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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)
Cadence Wealth Management
6326
Cadence Wealth Management
Massachusetts
$98.2M -$18.4M -16% 4.74% 56.4% 37 45.95% 1.1
Global Assets Advisory
6327
Global Assets Advisory
Florida
$98.1M +$3.23M +3% 9.05% 95.9% 161 44.1% 0.5
AWH Capital
6328
AWH Capital
Texas
$98M +$17.6M +22% 12.6% 183% 28 14.29% 2.3
Aldebaran Capital
6329
Aldebaran Capital
Indiana
$97.9M +$1.21M +1% 0.23% 80.4% 36 11.11% 0.2
Sightline Wealth Advisors
6330
Sightline Wealth Advisors
Connecticut
$97.9M +$5.17M +6% 4.89% 48.5% 63 17.46% 1.5
Lancaster Investment Management
6331
Lancaster Investment Management
United Kingdom
$97.9M +$26.8M +38% 24.4% 0.78% 4 0% 1.2
UAML
6332
US Asset Management LLC
Pennsylvania
$97.9M +$5.23M +6% 9.86% – 245 4.9% 1.2
BlackDiamond Wealth Management
6333
BlackDiamond Wealth Management
New York
$97.7M +$9.46M +11% 5.13% 70.8% 130 28.46% 0.8
University of Notre Dame du Lac
6334
University of Notre Dame du Lac
Indiana
$97.6M -$14.9M -13% 0.04% – 1 0% 0.5
Delap Wealth Advisory
6335
Delap Wealth Advisory
Oregon
$97.5M +$1.89M +2% 5.78% 73% 74 32.43% 0.2
Benchmark Investment Advisors
6336
Benchmark Investment Advisors
Illinois
$97.4M +$2.71M +3% 16.5% – 97 12.37% 1
Kerntke Otto McGlone Wealth Management Group
6337
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97.2M +$10.3M +12% 4.1% 64.9% 132 55.3% 1.6
Clay Northam Wealth Management
6338
Clay Northam Wealth Management
California
$97.2M +$10.4M +12% 14.8% 125% 85 14.12% 1
Costello Asset Management
6339
Costello Asset Management
Pennsylvania
$97.2M -$13.8M -12% 2.49% 81.5% 223 8.07% 2.4
Foundation Wealth Management (Missouri)
6340
Foundation Wealth Management (Missouri)
Missouri
$97.1M -$1.33M -1% 5.64% 74.9% 41 17.07% 0.2
LFGH
6341
Lee Financial Group Hawaii
Hawaii
$97.1M -$4.58M -5% 2.33% 12.9% 41 48.78% 1.7
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6342
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$97.1M +$26.6M +38% 17.6% 133% 131 38.93% 0.6
Walker Financial Services
6343
Walker Financial Services
Kentucky
$97M $0 0% 2.19% 20.8% 24 0% 0.8
Massachusetts Wealth Management
6344
Massachusetts Wealth Management
Massachusetts
$97M -$6.54M -6% 1.08% 110% 81 2.47% 0.2
McDonough Capital Management
6345
McDonough Capital Management
Florida
$96.9M +$10.6M +12% 14.3% 98.1% 41 0% 1.1
LJCM
6346
Lee Johnson Capital Management
Texas
$96.8M +$43.2M +80% 11.5% 118% 26 42.31% 1
Acuitas Investments
6347
Acuitas Investments
Washington
$96.8M -$2.33M -2% 16.3% 120% 48 31.25% 1
Martin Capital Advisors
6348
Martin Capital Advisors
Texas
$96.8M +$7.33M +8% 14.6% 140% 62 3.23% 1.1
BFAM Partners
6349
BFAM Partners
Hong Kong
$96.7M +$4.3M +5% 4.74% 36.4% 12 66.67% 0.5
Amitell Capital
6350
Amitell Capital
Singapore
$96.6M -$8.4M -8% 9.21% 188% 41 41.46% 0.4