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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)
SFB
6651
STAR Financial Bank
Indiana
$110M +$12.4M +13% 10.9% 53.4% 92 8.7% 0.9
LG
6652
LAM Group
Oregon
$110M +$8.05M +8% 12.9% 54.3% 125 12% 0.9
VAM
6653
Vienna Asset Management
California
$110M – – 8.05% – 40 – 0.7
BGAI
6654
Bruce G. Allen Investments
Colorado
$110M – – 8.43% – 1,008 – 0
EI
6655
EDMP Inc
Florida
$110M +$11.8M +12% 9.93% 71.6% 73 13.7% 3.6
FWM
6656
FMA Wealth Management
Massachusetts
$110M – – 7.59% – 38 – 0
CFAM
6657
Center For Asset Management
Florida
$110M +$9.5M +9% 8.64% 66.6% 110 22.73% 1.6
OC
6658
Oppenheimer & Close
New York
$110M +$9.46M +9% 8.58% 149% 57 8.77% 4.6
SRCM
6659
Signature Resources Capital Management
California
$110M – – 9.7% 67.8% 405 – 0
MCM
6660
Magnolia Capital Management
New York
$110M +$6.73M +7% 11.2% 85.9% 130 50% 2.8
LOIP
6661
Live Oak Investment Partners
Texas
$110M -$6.46M -6% 8.49% – 289 0% 0.9
NAMNJ
6662
NorthStar Asset Management (New Jersey)
New Jersey
$110M – – 10.8% – 75 – 0
4WM
6663
4J Wealth Management
Virginia
$109M +$9M +9% 7.85% 68.2% 91 15.38% 1.9
FWM
6664
FMB Wealth Management
California
$109M +$16.3M +17% 10.7% 71.1% 63 17.46% 0.8
F4L
6665
Fortune 45 LLC
Louisiana
$109M +$9.48M +9% 10.5% 85.2% 28 17.86% 1.5
HFAS
6666
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 11.8% 71.8% 99 5.05% 3.2
WMRU
6667
William Marsh Rice University
Texas
$109M -$17.2M -14% 5.71% 4.44% 5 20% 2.9
PMSA
6668
Patrick M. Sweeney & Associates
Illinois
$109M – – 11.6% – 127 – 0
SVI
6669
Strategic Vision Investment
Hong Kong
$109M +$5.81M +6% 20.5% 95.6% 16 68.75% 0.3
APW
6670
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 1.06% 3.66% 33 30.3% 1
TCM
6671
Tao Capital Management
California
$109M -$19.8M -15% 48.8% 314% 13 23.08% 2.4
LIA
6672
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 8.92% 60.9% 70 14.29% 0.4
ECM
6673
Empirical Capital Management
Tennessee
$109M – – 15.6% – 14 – 2.7
QUSVM
6674
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 77.6% 1,484% 8 12.5% 1.7
KDIA
6675
KPCB DGF II Associates
California
$109M -$18.9M -15% 8.64% 2.08% 2 0% 0.3