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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)
Sharkey, Howes & Javer
2826
Sharkey, Howes & Javer
Colorado
$466M +$30.7M +7% 5.95% 60.2% 106 23.58% 2.8
NRA
2827
NSI Retail Advisors
Pennsylvania
$466M +$36.7M +9% 7.58% 26.2% 49 18.37% 1.4
Bank of Korea
2828
Bank of Korea
South Korea
$466M +$9.22M +2% 2.03% – 3 0% 0.3
GFG Capital
2829
GFG Capital
Florida
$465M -$167M -26% 11.5% 152% 124 10.48% 2.1
SONA Asset Management (US)
2830
SONA Asset Management (US)
New York
$465M +$118M +34% 1.91% 41% 292 46.58% 0.8
Madison Avenue Partners
2831
Madison Avenue Partners
New York
$465M -$100M -18% 2.22% 284% 24 33.33% 1.3
Symmetry Peak Management
2832
Symmetry Peak Management
Pennsylvania
$465M +$260M +127% 43.6% 320% 214 90.65% 0.1
Capricorn Investment Group
2833
Capricorn Investment Group
California
$465M +$139M +43% 42.7% 95.9% 9 11.11% 1.1
Atlas Venture Advisors
2834
Atlas Venture Advisors
Massachusetts
$464M +$174M +60% 63.2% 34.6% 7 14.29% 3.4
Per Stirling Capital Management
2835
Per Stirling Capital Management
Texas
$464M -$85.7M -16% 5.21% 63.1% 223 26.46% 0.2
Teza Capital Management
2836
Teza Capital Management
Illinois
$464M -$62.3M -12% 4.21% 133% 767 63.62% 0.4
Front Street Capital Management
2837
Front Street Capital Management
Montana
$463M +$47.3M +11% 16.7% 316% 72 13.89% 4.2
Ramsay Stattman Vela & Price
2838
Ramsay Stattman Vela & Price
Colorado
$463M +$19.3M +4% 8.45% 81.8% 82 4.88% 5.7
Bain Capital Credit
2839
Bain Capital Credit
Massachusetts
$463M +$207M +81% 9.78% 14.4% 10 40% 1.6
Kavar Capital Partners Group
2840
Kavar Capital Partners Group
Kansas
$463M +$29.2M +7% 5.95% 77.2% 169 18.93% 4.1
Blue Edge Capital
2841
Blue Edge Capital
Virginia
$463M +$23.7M +5% 5.78% 67.4% 108 10.19% 5
MWM
2842
Madison Wealth Management
Ohio
$462M +$24.4M +6% 5.64% 35.1% 162 8.02% 2.4
Tufton Capital Management
2843
Tufton Capital Management
Maryland
$462M +$7.83M +2% 3.5% 96.1% 119 3.36% 6.5
Well Done LLC
2844
Well Done LLC
Michigan
$462M -$3.24M -0.7% 3.1% 80.4% 194 15.46% 3.3
NFAM
2845
North Fourth Asset Management
New Jersey
$462M +$64M +16% 13.9% 104% 119 79.83% 0.2
Nellore Capital Management
2846
Nellore Capital Management
California
$461M +$54.7M +13% 31.3% 73.8% 18 22.22% 1.5
Permanens Capital
2847
Permanens Capital
New York
$461M +$48.4M +12% 3.26% 76.9% 37 24.32% 3.2
Sax Wealth Advisors
2848
Sax Wealth Advisors
New Jersey
$460M +$27.3M +6% 5% 64.3% 183 10.38% 1.6
Wescott Financial Advisory Group
2849
Wescott Financial Advisory Group
Pennsylvania
$460M -$3.59M -0.8% 5.92% 55.5% 167 11.98% 1.2
Parkman Healthcare Partners
2850
Parkman Healthcare Partners
Connecticut
$460M +$84.2M +22% 2.96% 306% 99 34.34% 1.1