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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)
Counterweight Ventures
6651
Counterweight Ventures
North Carolina
$110M – – 11% – 61 – 0
Alexander Randolph Advisory
6652
Alexander Randolph Advisory
Virginia
$110M – – 12% 56% 53 – 0
Arlington Capital Management
6653
Arlington Capital Management
Illinois
$110M +$14.6M +15% 18.7% 146% 151 80.13% 0.2
STAR Financial Bank
6654
STAR Financial Bank
Indiana
$110M +$12.4M +13% 10.9% 53.4% 92 8.7% 0.9
LAM Group
6655
LAM Group
Oregon
$110M +$8.05M +8% 12.9% 61.8% 125 12% 0.9
Vienna Asset Management
6656
Vienna Asset Management
California
$110M – – 8.05% – 40 – 0.7
Bruce G. Allen Investments
6657
Bruce G. Allen Investments
Colorado
$110M – – 8.43% – 1,008 – 0
EDMP Inc
6658
EDMP Inc
Florida
$110M +$11.8M +12% 9.93% 78% 73 13.7% 3.6
FWM
6659
FMA Wealth Management
Massachusetts
$110M – – 7.59% 40.8% 38 – 0
Center For Asset Management
6660
Center For Asset Management
Florida
$110M +$9.5M +9% 8.64% 66.6% 110 22.73% 1.6
Oppenheimer & Close
6661
Oppenheimer & Close
New York
$110M +$9.46M +9% 8.58% 149% 57 8.77% 4.6
Signature Resources Capital Management
6662
Signature Resources Capital Management
California
$110M – – 9.7% 67.8% 405 – 0
MCM
6663
Magnolia Capital Management
New York
$110M +$6.73M +7% 11.2% 85.9% 130 50% 2.8
Live Oak Investment Partners
6664
Live Oak Investment Partners
Texas
$110M -$6.46M -6% 8.49% – 289 0% 0.9
NAMNJ
6665
NorthStar Asset Management (New Jersey)
New Jersey
$110M – – 10.8% – 75 – 0
4J Wealth Management
6666
4J Wealth Management
Virginia
$109M +$9M +9% 7.85% 74.7% 91 15.38% 1.9
FMB Wealth Management
6667
FMB Wealth Management
California
$109M +$16.3M +17% 10.7% 71.1% 63 17.46% 0.8
Fortune 45 LLC
6668
Fortune 45 LLC
Louisiana
$109M +$9.48M +9% 10.5% 85.2% 28 17.86% 1.5
HFAS
6669
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 11.8% 71.8% 99 5.05% 3.2
William Marsh Rice University
6670
William Marsh Rice University
Texas
$109M -$17.2M -14% 5.71% 1.81% 5 20% 2.9
Patrick M. Sweeney & Associates
6671
Patrick M. Sweeney & Associates
Illinois
$109M – – 11.6% 90.4% 127 – 0
Strategic Vision Investment
6672
Strategic Vision Investment
Hong Kong
$109M +$5.81M +6% 20.5% 95.6% 16 68.75% 0.3
Axim Planning & Wealth
6673
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 1.06% 32.3% 33 30.3% 1
TCM
6674
Tao Capital Management
California
$109M -$19.8M -15% 48.8% 314% 13 23.08% 2.4
LifePlan Investment Advisors
6675
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 8.92% 60.9% 70 14.29% 0.4