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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)
Tegean Capital Management
6526
Tegean Capital Management
New York
$99.4M – – 3.4% – 71 – 0.3
Life Planning Partners
6527
Life Planning Partners
Florida
$99.3M – – 3.16% 50.3% 172 – 0
Old North State Wealth Management
6528
Old North State Wealth Management
North Carolina
$99.2M – – 5.46% 91.5% 57 – 0
MU Investments Company
6529
MU Investments Company
Japan
$99.2M +$5.92M +6% 16.2% 40.4% 29 31.03% 4.5
MI
6530
Markston International
New York
$99.1M -$7.74M -7% 7.87% 109% 147 6.8% 6.2
Khrom Capital Management
6531
Khrom Capital Management
Florida
$99M -$21.5M -18% 8.95% 35.6% 20 25% 0.4
Woodward Financial Advisors
6532
Woodward Financial Advisors
North Carolina
$99M – – 7.18% 55% 40 – 0
Endowment Wealth Management
6533
Endowment Wealth Management
Wisconsin
$98.9M – – 3.07% 70.7% 122 – 0
ALS
6534
Andrew L. Share
$98.9M +$3.18M +3% 4.05% 3.31% 8 50% 0.6
Pin Oak Investment Advisors
6535
Pin Oak Investment Advisors
Texas
$98.8M +$8.19M +9% 7.34% 62.7% 442 12.67% 2.5
Guild Investment Management
6536
Guild Investment Management
California
$98.8M -$5.06M -5% 6.59% 119% 87 26.44% 1
Avondale Wealth Management
6537
Avondale Wealth Management
Texas
$98.8M -$3.62M -4% 5.45% 83.8% 121 27.27% 2.2
Osmium Partners
6538
Osmium Partners
California
$98.8M -$17.1M -15% 16.2% 28.4% 10 30% 2.8
Serent Capital Management Company
6539
Serent Capital Management Company
California
$98.7M – – 3.49% – 1 – 0
Paradigm Strategies in Wealth Management
6540
Paradigm Strategies in Wealth Management
Minnesota
$98.7M -$7.18M -7% 3.78% 41.2% 54 16.67% 0.7
Carson Advisory
6541
Carson Advisory
Georgia
$98.7M – – 9.59% 70.9% 134 – 0
Tower Wealth Partners
6542
Tower Wealth Partners
Pennsylvania
$98.7M +$3.83M +4% 5.53% 53.7% 53 15.09% 0.9
Schubert & Co
6543
Schubert & Co
Texas
$98.4M – – 0.33% 47.3% 1,399 – 0
AIM
6544
Alerce Investment Management
Illinois
$98.3M -$47.8M -33% 31.2% 25.1% 7 0% 1
San Luis Wealth Advisors
6545
San Luis Wealth Advisors
California
$98.2M -$81.3M -45% 11.4% 65% 167 55.09% 0.6
Horizon Family Wealth
6546
Horizon Family Wealth
Illinois
$98.1M – – 8.36% 68.6% 47 – 0
BSWA
6547
Bromfield Sneider Wealth Advisors
Massachusetts
$98M – – 7.47% – 27 – 0
ST
6548
Sphinx Trading
Illinois
$98M +$2.74M +3% 3.21% – 190 45.79% 0.3
DLDF
6549
Dan L. Duncan Foundation
Texas
$97.9M -$7.4M -7% 2.58% 11.8% 5 60% 0.7
OmniStar Financial Group
6550
OmniStar Financial Group
North Carolina
$97.8M +$13.1M +16% 10.1% 75.6% 122 12.3% 0.9