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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)
SIA
6451
Schear Investment Advisers
Ohio
$94.6M +$11M +13% 12.3% 241% 88 12.5% 0.5
Sanctuary Wealth Management
6452
Sanctuary Wealth Management
Idaho
$94.5M – – 8.29% – 288 – 0.7
Founders Circle Capital
6453
Founders Circle Capital
California
$94.5M -$13.8M -13% 9.73% 28% 10 10% 1.6
Touchstone Capital
6454
Touchstone Capital
Pennsylvania
$94.5M +$3.84M +4% 5.84% – 20 20% 1.8
Seed Wealth Management
6455
Seed Wealth Management
Illinois
$94.3M +$6M +7% 4.67% 62% 147 15.65% 0.4
Templeton & Phillips Capital Management
6456
Templeton & Phillips Capital Management
Tennessee
$94.2M -$1.27M -1% 6.98% 74.3% 22 9.09% 0.5
FMB Wealth Management
6457
FMB Wealth Management
California
$94.2M +$10.4M +12% 5.93% 71.1% 54 5.56% 0.5
Mount Vernon Associates
6458
Mount Vernon Associates
Maryland
$94.1M +$9.5M +11% 12% 119% 52 5.77% 6.9
Lancaster Investment Management
6459
Lancaster Investment Management
United Kingdom
$94M -$3.9M -4% 1.49% 0.78% 4 25% 1.8
Sinecera Capital
6460
Sinecera Capital
Texas
$94M +$846K +0.9% 1.2% 13.7% 29 10.34% 1.3
LGT Financial Advisors
6461
LGT Financial Advisors
Texas
$94M +$40.2M +75% 3.92% 63.3% 215 59.07% 0.2
Alpha Financial Partners
6462
Alpha Financial Partners
Kentucky
$93.9M +$5M +6% 5.59% 61.8% 104 25.96% 0.4
Cypress Point Wealth Management
6463
Cypress Point Wealth Management
Texas
$93.9M +$22.9M +32% 26.5% 226% 45 20% 1
Lesa Sroufe & Co
6464
Lesa Sroufe & Co
Washington
$93.7M -$5.24M -5% 2.15% – 71 5.63% 4.5
Piper Sandler & Co
6465
Piper Sandler & Co
Minnesota
$93.6M -$52.4M -36% 0.04% 0.04% 25 32% 0.6
Repertoire Partners
6466
Repertoire Partners
New York
$93.6M -$253M -73% 8.34% 37.5% 33 63.64% 1.1
Twenty Acre Capital
6467
Twenty Acre Capital
Pennsylvania
$93.6M +$5.92M +7% 11.5% 196% 20 25% 1
Columbia Advisory Partners
6468
Columbia Advisory Partners
Washington
$93.5M -$12.5M -12% 3.17% 69.7% 65 21.54% 0.8
Alethea Capital Management
6469
Alethea Capital Management
Washington
$93.5M -$1.2M -1% 6.54% 275% 72 48.61% 3.6
Alan B. Lancz & Associates
6470
Alan B. Lancz & Associates
Ohio
$93.5M -$2.99M -3% 7.08% – 184 31.52% 1.3
Arbiter Partners Capital Management
6471
Arbiter Partners Capital Management
New York
$93.4M -$13.6M -13% 2.94% 378% 51 27.45% 2.7
Long Corridor Asset Management
6472
Long Corridor Asset Management
Hong Kong
$93.2M +$10M +12% 0.16% 73.6% 18 27.78% 1.1
Clifford Group
6473
Clifford Group
Massachusetts
$93.1M +$10.6M +13% 5.26% 67.9% 72 9.72% 0.4
Wall Capital Group
6474
Wall Capital Group
Arizona
$93.1M +$10.9M +13% 5.91% – 29 27.59% 0.9
Yorktown Management & Research Company
6475
Yorktown Management & Research Company
Virginia
$93M +$311K +0.3% 9.6% 223% 218 18.81% 1.6