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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)
Atala Financial
6676
Atala Financial
California
$137M -$5.16M -4% 3.54% – 482 3.53% 0.2
Madrid Financial Services
6677
Madrid Financial Services
California
$137M +$11.4M +9% 1.16% – 21 23.81% 0.2
Clark & Stuart Inc
6678
Clark & Stuart Inc
Maine
$137M +$617K +0.5% 2.06% – 44 4.55% 0.2
Sheridan Capital Management
6679
Sheridan Capital Management
California
$137M -$5.16M -4% 2.4% – 29 13.79% 1
Ehrlich Financial Group
6680
Ehrlich Financial Group
California
$137M -$3.5M -2% 1.16% 56.2% 122 29.51% 0.9
Plustick Management
6681
Plustick Management
Virginia
$137M -$21.7M -14% 7.8% 1,667% 23 30.43% 1.1
ALS
6682
Andrew L. Share
$137M -$83.3M -38% 3.2% 3.31% 13 7.69% 1.7
Binnacle Investments
6683
Binnacle Investments
Iowa
$137M – – 0.22% – 787 – 0
Broadway Wealth Solutions
6684
Broadway Wealth Solutions
Texas
$137M +$5.19M +4% 0.31% – 96 12.5% 0.2
Cox Capital Management
6685
Cox Capital Management
Massachusetts
$137M -$18.8M -12% 0.03% 106% 69 18.84% 3.1
Aflac Inc
6686
Aflac Inc
Georgia
$137M -$39.6M -22% 22.3% 13.4% 3 0% 2.6
Graphene Investments SAS
6687
Graphene Investments SAS
France
$137M -$7.89M -5% 6.04% 103% 48 10.42% 1.6
TBBL
6688
True Blue (BVI) Ltd
$137M -$25.5M -16% 15.6% – 5 20% 0.3
Kingsman Wealth Management
6689
Kingsman Wealth Management
Florida
$137M – – 2.21% – 64 – 0
Long Corridor Asset Management
6690
Long Corridor Asset Management
Hong Kong
$137M +$3.45M +3% 2.91% 73.6% 28 67.86% 0.9
Lederer & Associates Investment Counsel
6691
Lederer & Associates Investment Counsel
California
$137M -$6.65M -5% 1.22% 92.7% 89 13.48% 5.9
STAR Financial Bank
6692
STAR Financial Bank
Indiana
$137M -$2.31M -2% 1.72% 53.4% 116 15.52% 1.5
AFG Fiduciary Services
6693
AFG Fiduciary Services
Massachusetts
$137M -$5.09M -4% 2.72% 72.4% 80 18.75% 1.9
Dominguez Wealth Management Solutions
6694
Dominguez Wealth Management Solutions
Virginia
$136M -$560K -0.4% 1.68% 59.7% 62 6.45% 2
Lightspeed Management Company
6695
Lightspeed Management Company
California
$136M -$147M -52% 23.7% – 11 27.27% 0.2
Lloyd Harbor Capital Management
6696
Lloyd Harbor Capital Management
New York
$136M -$16.3M -11% 14.2% 144% 24 50% 0.5
Integrity Wealth Advisors
6697
Integrity Wealth Advisors
California
$136M -$777K -0.6% 1.02% – 72 23.61% 0.2
Kingdom Financial Group
6698
Kingdom Financial Group
Arizona
$136M -$9.9M -7% 0.01% 49.9% 52 17.31% 1.4
Thor Investment Management
6699
Thor Investment Management
Ohio
$136M +$6.38M +5% 7.56% 122% 46 13.04% 1.1
Future Financial Wealth Management
6700
Future Financial Wealth Management
Ohio
$136M -$378K -0.3% 1.63% 65.2% 460 5.43% 1.1