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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)
Muzinich & Co
6451
Muzinich & Co
New York
$131M -$19.5M -13% 1.57% 13.5% 70 48.57% 5.8
Lewis Asset Management
6452
Lewis Asset Management
California
$131M +$9.46M +8% 7.88% 142% 121 6.61% 0.5
Objectivity Squared
6453
Objectivity Squared
South Carolina
$131M +$17M +15% 0.64% – 50 10% 0.4
GWMI
6454
Guardian Wealth Management (Illinois)
Illinois
$131M +$975K +0.8% 0.45% 103% 256 11.33% 2
Waypoint Wealth Counsel
6455
Waypoint Wealth Counsel
Georgia
$131M +$993K +0.8% 3.95% 111% 98 11.22% 1.3
Main Line Retirement Advisors
6456
Main Line Retirement Advisors
Montana
$131M +$3.45M +3% 0.48% 47.6% 36 2.78% 0.9
Zynergy Retirement Planning
6457
Zynergy Retirement Planning
New Jersey
$131M – – 0.27% – 125 – 0
MIM
6458
Meixler Investment Management
Arizona
$131M -$3.27M -2% 0.39% 66.2% 114 6.14% 1.5
AIFAIM
6459
American Institute for Advanced Investment Management
Arizona
$131M +$4.11M +3% 2.47% 72.8% 134 5.22% 2.7
1620 Investment Advisors
6460
1620 Investment Advisors
Massachusetts
$131M +$31M +31% 0.61% 68.9% 597 75.88% 0.4
Wilson & Boucher Capital Management
6461
Wilson & Boucher Capital Management
California
$131M +$3.58M +3% 2.51% 69.8% 112 4.46% 2.2
Alibaba Group
6462
Alibaba Group
Hong Kong
$130M -$23.9M -15% 10.5% 2.06% 6 16.67% 4.4
JKSF
6463
John & Kathleen Schreiber Foundation
Illinois
$130M -$29.6M -19% 5.83% 30.8% 3 0% 2.3
Holistic Planning
6464
Holistic Planning
Texas
$130M -$889K -0.7% 2.03% – 118 0.85% 0.5
Taylor Financial Group
6465
Taylor Financial Group
Virginia
$130M -$1.21M -0.9% 0.16% – 97 8.25% 0.5
BFM
6466
Blacksheep Fund Management
Ireland
$130M -$18.7M -13% 1.01% 71.5% 4 0% 2.5
Pivotal bioVenture Partners Investment Advisor
6467
Pivotal bioVenture Partners Investment Advisor
California
$130M -$25.5M -16% 4.2% 667% 11 9.09% 2.7
Brown Financial Advisory
6468
Brown Financial Advisory
Alabama
$130M +$1.36M +1% 1.55% 66.3% 34 11.76% 2.5
Prospect Financial Services
6469
Prospect Financial Services
New York
$130M +$8.9M +7% 6.07% – 80 15% 0.4
Rosalind Advisors
6470
Rosalind Advisors
Ontario, Canada
$130M +$22.9M +21% 3.3% – 41 24.39% 0.3
Richardson Capital Management
6471
Richardson Capital Management
Wisconsin
$130M +$7.59M +6% 1.56% 74.2% 192 29.17% 0.3
Shorepath Capital Management
6472
Shorepath Capital Management
Utah
$130M +$3.36M +3% 2.47% – 22 0% 0.5
SFI Advisors
6473
SFI Advisors
New Jersey
$130M +$2.31M +2% 0.17% 82.9% 80 11.25% 1.7
STAR Financial Bank
6474
STAR Financial Bank
Indiana
$130M +$12.8M +11% 1.87% 53.4% 112 21.43% 1.1
TI-Trust
6475
TI-Trust
Illinois
$130M -$6.35M -5% 0.2% 88.8% 134 9.7% 3.4