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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)
Asia Research & Capital Management
6726
Asia Research & Capital Management
Hong Kong
$116M -$244M -68% 0.56% – 4 25% 0.3
Old North State Trust
6727
Old North State Trust
North Carolina
$116M -$2.52M -2% 4.94% – 133 3.76% 4
RK Asset Management
6728
RK Asset Management
Michigan
$116M -$7.07M -6% 3.76% 47.6% 21 0% 4.8
Insight Inv LLC
6729
Insight Inv LLC
California
$116M +$513K +0.4% 1.62% 136% 89 1.12% 2.3
Stevard LLC
6730
Stevard LLC
Illinois
$116M +$4.79M +4% 7.17% – 59 16.95% 2.7
HFAS
6731
Hummer Financial Advisory Services
Illinois
$116M -$5.6M -5% 0.9% 71.8% 109 9.17% 3.5
Monetta Financial Services
6732
Monetta Financial Services
Illinois
$116M +$4.93M +4% 8.75% 275% 55 29.09% 2.8
Elizabeth Park Capital Advisors
6733
Elizabeth Park Capital Advisors
Ohio
$116M -$5.02M -4% 1.07% 119% 52 26.92% 1.9
Alpha Financial Partners
6734
Alpha Financial Partners
Kentucky
$116M +$5.63M +5% 2.66% 61.8% 84 26.19% 1
Thompson Davis & Co
6735
Thompson Davis & Co
Virginia
$115M -$32.3M -22% 13.6% 188% 140 33.57% 2.4
NavPoint Financial
6736
NavPoint Financial
Minnesota
$115M +$151K +0.1% 2.83% 58.5% 45 2.22% 0.5
Arlington Capital Management
6737
Arlington Capital Management
Illinois
$115M -$5.13M -4% 3.75% 154% 103 18.45% 0.6
Davis Capital Management
6738
Davis Capital Management
Florida
$115M +$2.92M +3% 0.87% – 326 11.96% 2.7
Sound Financial Strategies Group
6739
Sound Financial Strategies Group
Mississippi
$115M -$5.17M -4% 1.67% 26.4% 106 50% 0.8
ACAS LLC
6740
ACAS LLC
California
$115M +$11.5M +11% 3.31% – 88 10.23% 2.1
Seed Wealth Management
6741
Seed Wealth Management
Illinois
$115M +$10.2M +10% 1.51% 62% 159 10.69% 1.2
HC
6742
Hoese & Co
Minnesota
$115M +$4.98M +5% 2.21% 51% 158 21.52% 2.5
CWA
6743
Clearview Wealth Advisors
Oregon
$115M +$16.6M +17% 1.63% 45.2% 125 40.8% 2.3
OxenFree Capital
6744
OxenFree Capital
Florida
$115M +$5.06M +5% 1.68% 56.4% 43 13.95% 0.5
Applied Capital LLC
6745
Applied Capital LLC
Florida
$114M -$8.35M -7% 2.56% 78.3% 87 14.94% 1.3
Dougherty Wealth Advisers
6746
Dougherty Wealth Advisers
Minnesota
$114M +$1.42M +1% 2.77% 67.5% 112 3.57% 4.7
APW
6747
Aurora Private Wealth
New Jersey
$114M -$1.44M -1% 4.34% – 159 14.47% 2.5
TA
6748
TCM Advisors
West Virginia
$114M -$150M -57% 0.23% 56.1% 62 0% 1.9
Alterna Wealth Management
6749
Alterna Wealth Management
Texas
$114M -$9.25M -7% 3.23% 48% 114 24.56% 2
Viewpoint Investment Partners
6750
Viewpoint Investment Partners
Alberta, Canada
$114M -$16.6M -13% 0.11% 31.9% 11 18.18% 2.3