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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)
North Forty Two & Co
7801
North Forty Two & Co
Oregon
$86.6M – – 1.54% – 91 – 0
Luminus Management
7802
Luminus Management
Texas
$86.6M -$111M -56% 26.8% 8.7% 24 54.17% 2
Kirkoswald Asset Management
7803
Kirkoswald Asset Management
New York
$86.4M -$18.9M -18% 33.4% – 6 100% 0
BPWM
7804
Black Point Wealth Management
Florida
$86.4M +$128K +0.1% 0.85% – 44 9.09% 0.5
ABS Direct Equity Fund
7805
ABS Direct Equity Fund
Connecticut
$86.3M -$3.52M -4% 4.45% – 44 25% 0.8
Mirabaud Asset Management (France)
7806
Mirabaud Asset Management (France)
France
$86.1M +$11.4M +15% 0% – 9 0% 0.2
Windsor Advisory Group
7807
Windsor Advisory Group
Ohio
$86M -$2.6M -3% 0.92% 48.2% 106 48.11% 1
Blalock Williams
7808
Blalock Williams
Alabama
$85.9M – – 0.17% – 106 – 0
Connective Capital Management
7809
Connective Capital Management
California
$85.9M -$24.5M -22% 10.5% 188% 80 67.5% 0.6
Provident Company of the Employees of the Hebrew University
7810
Provident Company of the Employees of the Hebrew University
Israel
$85.8M -$3.01M -3% 0.5% – 32 18.75% 0.6
Cove Street Capital
7811
Cove Street Capital
California
$85.7M -$42.1M -33% 8.26% 84.2% 105 16.19% 2.4
Aldebaran Financial
7812
Aldebaran Financial
$85.6M +$730K +0.9% 4.58% 115% 78 19.23% 5.4
AM
7813
Account Management
Massachusetts
$85.4M +$1.29M +2% 1.29% 88.3% 24 0% 4.2
Signal Tree Financial Partners
7814
Signal Tree Financial Partners
Ohio
$85.2M – – 1.64% – 42 – 0
Mosaic Advisors
7815
Mosaic Advisors
Texas
$85.1M -$45.5M -35% 3.1% 50.9% 21 52.38% 2
Swisher Financial Concepts
7816
Swisher Financial Concepts
Ohio
$84.9M -$73.8M -46% 1.36% – 89 31.46% 0.8
CMANY
7817
Capital Management Associates (New York)
New York
$84.9M -$4.93M -5% 6.92% 215% 80 17.5% 3
AOG
7818
Alpha Omega Group
Virginia
$84.9M +$12M +16% 0.3% 16.1% 21 9.52% 2.6
Wedgewood Investors
7819
Wedgewood Investors
Pennsylvania
$84.9M -$6.69M -7% 2.55% – 100 4% 7.4
Atlantic Family Wealth
7820
Atlantic Family Wealth
Florida
$84.6M – – 0.48% – 43 – 0
Martin Capital Partners
7821
Martin Capital Partners
Oregon
$84.3M -$118M -58% 4.46% 42.3% 74 28.38% 4.5
EVP
7822
Evergreen Venture Partners
Israel
$84.2M +$6.69M +9% 8.63% 88.4% 1 0% 3
Arena Capital Advisors
7823
Arena Capital Advisors
California
$84.1M -$7.68M -8% 2.12% 127% 31 6.45% 2.2
AWH Capital
7824
AWH Capital
Texas
$84.1M -$28M -25% 1.99% 183% 24 20.83% 3.1
PCM
7825
Park Capital Management
Wisconsin
$83.6M – – 1.82% – 56 – 0