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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)
LVM Capital Management
2226
LVM Capital Management
Michigan
$748M +$27.3M +4% 6.71% 121% 151 11.26% 5.5
Iron Triangle Partners
2227
Iron Triangle Partners
Connecticut
$748M +$54.9M +8% 14.4% 152% 35 57.14% 0.6
Nishkama Capital LLC
2228
Nishkama Capital LLC
Puerto Rico
$747M +$280M +60% 25.3% 723% 81 69.14% 0.3
Manchester Capital Management
2229
Manchester Capital Management
Vermont
$746M -$18M -2% 5.98% 86.7% 1,198 32.05% 3.5
HPM
2230
H. Partners Management
New York
$746M -$23.5M -3% 4.81% 13.5% 3 33.33% 4.3
CCM Investment Advisers
2231
CCM Investment Advisers
South Carolina
$745M +$38.2M +5% 7.68% 170% 72 6.94% 4.5
Azzad Asset Management
2232
Azzad Asset Management
Virginia
$744M +$43.5M +6% 8.39% 101% 331 7.55% 3.9
AH
2233
Allen Holding
New York
$744M +$41.3M +6% 8.05% 135% 17 11.76% 4.8
IAIM
2234
International Assets Investment Management
Florida
$744M +$52.9M +8% 7.66% 88.5% 1,257 60.54% 1.4
Main Street Financial Solutions
2235
Main Street Financial Solutions
Pennsylvania
$743M +$60.6M +9% 6.15% 75.4% 462 8.01% 1.8
Broad Bay Capital Management
2236
Broad Bay Capital Management
New York
$743M +$12.7M +2% 4.3% 338% 20 25% 2
Amplius Wealth Advisors
2237
Amplius Wealth Advisors
Pennsylvania
$742M +$45.2M +6% 5.4% 58% 180 16.11% 1.1
Crake Asset Management
2238
Crake Asset Management
United Kingdom
$741M +$50.8M +7% 12.6% 52.7% 18 33.33% 1.3
SL
2239
Sonnipe Ltd
Isle Of Man
$741M +$113M +18% 19.7% 57.8% 21 9.52% 0.5
TFG Asset Management
2240
TFG Asset Management
Cayman Islands
$741M -$6.84M -0.9% 1.92% 72.1% 56 16.07% 1.5
Graves Light Lenhart Wealth
2241
Graves Light Lenhart Wealth
Virginia
$740M +$94.4M +15% 3.82% 47.7% 208 19.71% 3.1
Howard Capital Management
2242
Howard Capital Management
Georgia
$740M +$161M +28% 11% 144% 65 43.08% 1.2
Curi Wealth Management
2243
Curi Wealth Management
North Carolina
$740M +$44.2M +6% 5.45% 16.2% 180 13.33% 1.5
Legato Capital Management
2244
Legato Capital Management
California
$739M +$189M +34% 9.61% 243% 629 30.21% 0.4
Makaira Partners
2245
Makaira Partners
California
$739M -$27M -4% 1.6% 22% 10 0% 4
Griffin Asset Management
2246
Griffin Asset Management
New York
$739M +$23.1M +3% 5.25% 88.9% 217 6.91% 5.1
SWS
2247
SYSTM Wealth Solutions
Illinois
$739M +$88.8M +14% 5.57% – 541 24.4% 0.4
Hudson Valley Investment Advisors
2248
Hudson Valley Investment Advisors
New York
$738M +$23.1M +3% 9.28% 102% 214 6.54% 5
BPIH
2249
Broad Peak Investment Holdings
Singapore
$738M -$262M -26% 1.53% 52.2% 25 64% 0.4
Beacon Financial Group
2250
Beacon Financial Group
Texas
$737M +$20.9M +3% 3.54% 66.6% 225 4.44% 4.8