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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)
Kohmann Bosshard Financial Services
2501
Kohmann Bosshard Financial Services
Ohio
$718M +$61.6M +9% 5.01% 47% 204 3.43% 3.1
JWBC
2502
J.W. Burns & Co
New York
$718M +$42.5M +6% 8.67% 95.4% 191 5.76% 6.8
RW Investment Management
2503
RW Investment Management
Idaho
$718M +$62.3M +10% 4.68% – 89 7.87% 1.1
Pale Fire Capital SE
2504
Pale Fire Capital SE
Czech Republic
$718M +$77.8M +12% 5.98% 223% 84 50% 0.5
Savoie Capital
2505
Savoie Capital
Illinois
$718M +$280M +64% 22.9% – 93 37.63% 0.3
DLD Asset Management
2506
DLD Asset Management
New York
$717M -$110M -13% 0.21% 10.3% 97 50.52% 0.6
Analog Century Management
2507
Analog Century Management
New York
$717M +$285M +66% 24.1% 785% 26 19.23% 1.8
Summit Financial Strategies
2508
Summit Financial Strategies
Ohio
$717M +$62.5M +10% 7.83% 59.4% 152 7.89% 3.3
Arden Trust
2509
Arden Trust
Delaware
$717M +$35.7M +5% 6.85% 22.5% 259 8.88% 4.5
Certified Advisory Corp
2510
Certified Advisory Corp
Florida
$717M +$57.5M +9% 7.13% 62.9% 281 11.39% 3.3
CoreView Capital Management
2511
CoreView Capital Management
Hong Kong
$715M -$145M -17% 6.07% 50.9% 9 11.11% 1.7
V-Square Quantitative Management
2512
V-Square Quantitative Management
Illinois
$715M +$149M +26% 12.9% 111% 583 2.92% 0.7
Stanley-Laman Group
2513
Stanley-Laman Group
Pennsylvania
$713M +$59.6M +9% 5.59% 114% 258 13.57% 2
Sphera Funds Management
2514
Sphera Funds Management
Israel
$712M +$90.4M +15% 34.6% 245% 126 38.89% 0.9
Provenance Wealth Advisors
2515
Provenance Wealth Advisors
Florida
$711M -$30.9M -4% 7.56% 64.3% 635 20.79% 0.4
Allen Capital Group
2516
Allen Capital Group
Nebraska
$710M +$77.4M +12% 7.03% 62.8% 210 18.1% 1
Diversified Portfolios Inc
2517
Diversified Portfolios Inc
Michigan
$710M +$74.9M +12% 4.72% 40.2% 131 9.16% 3.4
American Financial Advisors
2518
American Financial Advisors
Georgia
$710M +$33.9M +5% 6.3% 52.7% 156 10.26% 2.6
Redwood Capital Management
2519
Redwood Capital Management
New York
$710M +$157M +28% 5.32% 313% 24 37.5% 3.4
Adams Natural Resources Fund
2520
Adams Natural Resources Fund
Maryland
$709M +$78.5M +12% 13.3% 50.6% 56 3.57% 6.7
Hill Investment Group Partners
2521
Hill Investment Group Partners
Missouri
$708M +$28.8M +4% 4.66% 50.6% 72 9.72% 1.6
WFM Asia
2522
WFM Asia
British Virgin Islands
$708M -$27.6M -4% 4.07% 89.9% 11 18.18% 3
FCPM III Services
2523
FCPM III Services
Netherlands
$707M +$368M +108% 108% – 6 0% 0.3
Jag Capital Management
2524
Jag Capital Management
Missouri
$707M +$53.9M +8% 19.6% 269% 154 23.38% 3.3
L.J. Altfest & Co
2525
L.J. Altfest & Co
New York
$706M +$16.5M +2% 5.58% 95.6% 333 16.22% 3.3