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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)
ACA
6601
Acorn Capital Advisors
New York
$153M +$2.95M +2% 3.01% – 22 4.55% 0.5
Gallo Partners
6602
Gallo Partners
New Jersey
$153M +$2.54M +2% 18.3% – 87 80.46% 0.1
Lummis Asset Management
6603
Lummis Asset Management
Texas
$153M +$8.86M +6% 7.24% – 165 5.45% 1.3
Boyar Asset Management
6604
Boyar Asset Management
New York
$153M +$14.9M +11% 12.2% 75.5% 82 9.76% 7.2
SummerHaven Investment Management
6605
SummerHaven Investment Management
Connecticut
$153M +$9.5M +7% 11.7% 150% 195 2.05% 1.8
Paradigm Strategies in Wealth Management
6606
Paradigm Strategies in Wealth Management
Minnesota
$153M +$4.39M +3% 4.06% 41.2% 54 3.7% 2.5
MKW
6607
Mullaney, Keating & Wright
Connecticut
$153M +$4.29M +3% 2.05% – 61 6.56% 0.9
Prodigy Asset Management
6608
Prodigy Asset Management
Nebraska
$153M +$28.9M +23% 5.64% – 24 8.33% 0.4
Richmond Brothers
6609
Richmond Brothers
Michigan
$153M -$5.51M -3% 7.51% 77.2% 33 15.15% 1.6
Two West Capital Advisors
6610
Two West Capital Advisors
Kansas
$153M +$32.9M +28% 7.33% – 95 21.05% 0.7
MA
6611
Minerva Advisors
Pennsylvania
$153M +$11.9M +8% 12.2% 166% 57 5.26% 7.8
HMV Wealth Advisors
6612
HMV Wealth Advisors
Louisiana
$153M +$26.5M +21% 8.65% – 90 23.33% 0.4
Pacific Wealth Strategies Group
6613
Pacific Wealth Strategies Group
California
$152M +$17.9M +13% 10.9% 75.5% 64 25% 3.6
Lloyd Harbor Capital Management
6614
Lloyd Harbor Capital Management
New York
$152M +$16M +12% 36.4% 144% 25 56% 0.6
RiverGlades Family Offices
6615
RiverGlades Family Offices
Florida
$152M +$13.5M +10% 7.55% – 90 13.33% 4.1
Axis Wealth Partners
6616
Axis Wealth Partners
Rhode Island
$152M +$16.9M +12% 6.56% – 152 11.18% 0.4
Leigh Baldwin & Co
6617
Leigh Baldwin & Co
New York
$152M +$27.8M +22% 11.9% – 192 17.19% 0.4
Financially Speaking
6618
Financially Speaking
Colorado
$152M +$16.4M +12% 7.54% – 180 65.56% 0.2
SA
6619
Stonebridge Advisors
Connecticut
$152M +$5.96M +4% 1.59% 3.35% 4 25% 2.6
Define Financial
6620
Define Financial
California
$152M +$20.5M +16% 7.58% – 37 10.81% 0.4
Guerra Pan Advisors
6621
Guerra Pan Advisors
New Jersey
$152M +$24.2M +19% 19.2% 149% 117 14.53% 2.5
Jericho Financial
6622
Jericho Financial
Ohio
$152M +$14M +10% 15.6% – 41 0% 0.5
Infini Capital Management
6623
Infini Capital Management
Hong Kong
$152M +$52.1M +52% 7.09% – 25 56% 0.3
Palouse Capital Management
6624
Palouse Capital Management
Washington
$152M +$5.07M +3% 3.92% 67.8% 146 19.18% 2.4
Lepercq De Neuflize Asset Management
6625
Lepercq De Neuflize Asset Management
New York
$152M +$48.3M +47% 10.1% – 16 50% 0.4