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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)
Willner & Heller
6651
Willner & Heller
California
$70.4M +$8.43M +14% 9.17% – 127 12.6% 0.9
Navis Wealth Advisors
6652
Navis Wealth Advisors
New York
$70.4M +$5.62M +9% 6.87% 107% 98 36.73% 1.4
Teca Partners
6653
Teca Partners
Texas
$70.4M +$11.1M +19% 9.89% 66% 14 42.86% 0.7
Platt Investment Counsel
6654
Platt Investment Counsel
Florida
$70.3M +$1.48M +2% 8% 62.9% 13 30.77% 2
Thompson Davis & Co
6655
Thompson Davis & Co
Virginia
$70.3M -$3.33M -5% 2.22% 188% 115 36.52% 2.8
Sage Investment Advisers
6656
Sage Investment Advisers
New York
$70.1M +$6.81M +11% 12.1% – 71 28.17% 0.8
SPI
6657
Sutton Place Investors
New York
$70.1M +$4.11M +6% 9.96% 84% 71 29.58% 0.7
AM
6658
Account Management
Massachusetts
$69.9M -$3.82M -5% 9.72% 87.4% 23 8.7% 4.9
Crew Capital Management
6659
Crew Capital Management
Ohio
$69.7M -$3.75M -5% 9.11% 104% 97 14.43% 1.5
STF Management
6660
STF Management
Texas
$69.6M – – 2.97% 208% 82 – 0
BG
6661
BRX Global
New York
$69.4M -$12.7M -15% 0.96% 65.8% 6 0% 1.7
Orser Capital Management
6662
Orser Capital Management
Texas
$69.3M +$13.1M +23% 7.84% 128% 47 14.89% 3.3
Once Capital Management
6663
Once Capital Management
New York
$69.3M -$7.44M -10% 5.73% 570% 24 8.33% 0.9
SBB Research Group
6664
SBB Research Group
Illinois
$69.2M -$1.39M -2% 6.73% – 69 50.72% 0.6
Lane Generational
6665
Lane Generational
Massachusetts
$69.2M -$1.46M -2% 9.65% 148% 39 30.77% 0.7
Tsai Capital
6666
Tsai Capital
New York
$69.1M -$21.1M -23% 12.2% 29.2% 23 17.39% 1.3
Credit Capital Investments
6667
Credit Capital Investments
New Jersey
$69M -$5.31M -7% 3.24% 500% 81 62.96% 0.8
Clearfield Capital Management
6668
Clearfield Capital Management
New York
$69M +$32M +86% 14.8% 421% 6 66.67% 0.4
Mangham Associates
6669
Mangham Associates
Virginia
$68.8M -$16M -19% 7.77% 24.4% 19 0% 1.2
Oslo Asset Management AS
6670
Oslo Asset Management AS
Norway
$68.8M +$1.85M +3% 13.2% 82.7% 12 25% 3
Forbes Financial Planning
6671
Forbes Financial Planning
Rhode Island
$68.7M -$2.54K -0% 7.91% 52.3% 27 0% 0.9
Constellation Investimentos e Participacoes
6672
Constellation Investimentos e Participacoes
Brazil
$68.7M -$43.4M -39% 2.25% 172% 9 66.67% 1.3
SCA
6673
SMH Capital Advisors
Texas
$68.6M +$1.64M +2% 3.14% 10.7% 67 13.43% 2.2
Centerstone Investors
6674
Centerstone Investors
New York
$68.3M +$7.23M +12% 11.6% 73.7% 28 28.57% 2.6
PCMN
6675
Paradigm Capital Management (Nevada)
Nevada
$68.3M -$6.79M -9% 13.5% – 44 6.82% 1