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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)
Divco West Real Estate Services
6401
Divco West Real Estate Services
California
$93.3M -$23.2M -20% 19.6% 2.32% 6 0% 0.3
AH Equity Partners LSV II
6402
AH Equity Partners LSV II
California
$93.2M +$11.1M +13% 16% – 4 0% 1.3
TM
6403
Titan Managers
Arizona
$93.2M +$872K +0.9% 0.4% 2.57% 7 0% 1.5
4J Wealth Management
6404
4J Wealth Management
Virginia
$93.2M +$7.05M +8% 7.39% 74.7% 83 16.87% 1.5
Sinecera Capital
6405
Sinecera Capital
Texas
$93.1M +$2.53M +3% 4.73% 13.7% 30 16.67% 1.1
SWP
6406
Semus Wealth Partners
Florida
$93M +$10.7M +13% 13.8% 107% 113 7.08% 0.2
ZCM
6407
Zenyatta Capital Management
Delaware
$93M -$86M -48% 12.6% – 44 68.18% 0.4
Insight Inv LLC
6408
Insight Inv LLC
California
$92.7M -$6.39M -6% 3.93% 139% 99 13.13% 1.2
Morling Financial Advisors
6409
Morling Financial Advisors
California
$92.7M +$14.3M +18% 14.5% 97.6% 91 24.18% 0.9
Yorktown Management & Research Company
6410
Yorktown Management & Research Company
Virginia
$92.7M +$10.9M +13% 12.9% 211% 220 29.09% 1.4
Owen LaRue
6411
Owen LaRue
Kentucky
$92.5M $0 0% 4.71% 126% 72 0% 0.3
DB Fitzpatrick & Co
6412
DB Fitzpatrick & Co
Idaho
$92.3M +$5.03M +6% 5.62% 42.7% 73 13.7% 1.2
Ellerson Group
6413
Ellerson Group
Maryland
$92.3M -$2.15M -2% 13.4% 178% 47 12.77% 0.3
Mayfair Advisory Group
6414
Mayfair Advisory Group
Alabama
$92.2M +$13.7M +17% 4.22% 71.5% 126 16.67% 1.6
Firsthand Capital Management
6415
Firsthand Capital Management
California
$92.1M +$6.4M +7% 18.6% 265% 46 6.52% 3.6
University of Maryland Foundation
6416
University of Maryland Foundation
Maryland
$91.7M +$3.78M +4% 4.39% 54.9% 6 0% 2.8
Pavadi Capital
6417
Pavadi Capital
New York
$91.6M -$14.5M -14% 1.88% – 22 45.45% 0.7
Gemsstock Ltd
6418
Gemsstock Ltd
United Kingdom
$91.5M -$34.1M -27% 0.32% 149% 9 33.33% 0.9
Nine27 Capital Management
6419
Nine27 Capital Management
New York
$91.5M +$74M +421% 5.82% – 12 91.67% 0
Motive Wealth Advisors
6420
Motive Wealth Advisors
Michigan
$91.4M -$39.4M -30% 7.31% 73.4% 60 18.33% 1.3
Bradley & Co Private Wealth Management
6421
Bradley & Co Private Wealth Management
Florida
$91.3M +$9.17M +11% 17.9% – 177 7.34% 1.6
Yarger Wealth Strategies
6422
Yarger Wealth Strategies
Ohio
$91.3M +$10.5M +13% 5.06% 55.1% 50 12% 1
Yost Capital Management
6423
Yost Capital Management
Texas
$91.2M -$4.88M -5% 7.29% 125% 16 50% 0.9
LCM
6424
Linker Capital Management
Kentucky
$91.2M +$4.08M +5% 4.3% – 39 0% 1.2
Navis Wealth Advisors
6425
Navis Wealth Advisors
New York
$91.2M +$20.8M +30% 25.8% 107% 92 18.48% 1.5