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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)
Yorktown Management & Research Company
7526
Yorktown Management & Research Company
Virginia
$104M +$6.43M +7% 5.7% 211% 225 23.11% 1.7
QSV Equity Investors
7527
QSV Equity Investors
Illinois
$104M -$2.63M -2% 0.41% – 90 8.89% 0.9
Bosman Wealth Management
7528
Bosman Wealth Management
California
$104M – – 22.6% – 37 – 0
Bretton Capital Management
7529
Bretton Capital Management
California
$104M -$894K -0.9% 0.64% – 20 0% 0.3
Post Resch Tallon Group
7530
Post Resch Tallon Group
New York
$104M – – 4.01% – 106 – 0
TKP
7531
Tallon Kerry Patrick
$104M – – 4.01% – 106 – 0
Cushing Capital Partners
7532
Cushing Capital Partners
Wisconsin
$104M – – 1.35% – 72 – 0
Alpha Wealth Funds
7533
Alpha Wealth Funds
Utah
$104M – – 3.45% – 53 – 0
Disciplined Investors
7534
Disciplined Investors
Texas
$104M – – 2.36% – 111 – 0
Cornerstone Select Advisors
7535
Cornerstone Select Advisors
Missouri
$104M – – 5.23% – 112 – 0
SWP
7536
Square Wave Partners
New York
$104M – – 8.64% – 8 – 0
Square Wave Capital
7537
Square Wave Capital
New York
$104M – – 8.64% – 8 – 0
Williams & Novak
7538
Williams & Novak
California
$104M -$3.44M -3% 1.8% 61.6% 147 27.21% 0.7
Roxbury Financial
7539
Roxbury Financial
New Jersey
$104M – – 2.01% – 386 – 0
Accordant Advisory Group
7540
Accordant Advisory Group
Maryland
$104M -$21.9M -17% 2.51% – 149 17.45% 0.6
Mainsail Management Company
7541
Mainsail Management Company
Texas
$104M +$34.2M +49% 0.43% 55% 3 33.33% 1.3
Delphi Management
7542
Delphi Management
Massachusetts
$103M -$6.62M -6% 1.28% 107% 96 25% 3.1
Michael A Dubis Financial Planning
7543
Michael A Dubis Financial Planning
Wisconsin
$103M – – 0.9% – 48 – 0
Orcam Financial Group
7544
Orcam Financial Group
California
$103M +$174K +0.2% 3.26% 40% 48 8.33% 2
Centerpoint Advisory Group
7545
Centerpoint Advisory Group
Kansas
$103M – – 2.79% – 88 – 0
Constellation Investimentos e Participacoes
7546
Constellation Investimentos e Participacoes
Brazil
$103M -$77.2M -43% 17.7% 172% 12 16.67% 1.2
Hamilton Lane Advisors
7547
Hamilton Lane Advisors
Pennsylvania
$103M -$12.2M -11% 96.3% 167% 23 60.87% 1.1
Montchanin Asset Management
7548
Montchanin Asset Management
Delaware
$103M -$5.46M -5% 4.36% 120% 60 20% 1.9
Twin Lions Management
7549
Twin Lions Management
Connecticut
$103M – – 1.98% – 7 – 0
Archon Capital Management
7550
Archon Capital Management
Washington
$103M +$49.6M +93% 26.8% 222% 37 43.24% 1.6