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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)
Eudaimonia Partners
2976
Eudaimonia Partners
Tennessee
$408M +$23.8M +6% 8.12% – 368 14.13% 2
SRFM
2977
Shannon River Fund Management
New York
$408M +$175M +75% 12.3% 554% 41 53.66% 0.7
Bourgeon Capital Management
2978
Bourgeon Capital Management
Connecticut
$408M +$44.1M +12% 14.1% 121% 491 32.18% 2.2
Herald Investment Management
2979
Herald Investment Management
United Kingdom
$407M +$1.79M +0.4% 8.52% 493% 103 7.77% 4.5
Ullmann Wealth Partners Group
2980
Ullmann Wealth Partners Group
Florida
$407M +$44.2M +12% 8.3% 62.2% 89 10.11% 3.1
CM
2981
Capital Management
Virginia
$407M +$52.5M +15% 15.8% 63.6% 74 14.86% 3.8
Dark Forest Capital Management
2982
Dark Forest Capital Management
Puerto Rico
$407M -$182M -31% 5.34% 63% 1,725 65.62% 0.3
Baron Silver Stevens Financial Advisors
2983
Baron Silver Stevens Financial Advisors
Florida
$407M +$39.3M +11% 7.43% 52.1% 150 66% 0.8
Nellore Capital Management
2984
Nellore Capital Management
California
$406M +$11.8M +3% 5.85% 73.8% 19 21.05% 1.4
Cheviot Value Management
2985
Cheviot Value Management
California
$406M +$40.5M +11% 11.5% 77.8% 73 16.44% 4.3
Strategies Wealth Advisors
2986
Strategies Wealth Advisors
Michigan
$406M – – 8.56% 64.6% 78 – 0.8
Octavia Wealth Advisors
2987
Octavia Wealth Advisors
Ohio
$405M +$35.5M +10% 5.63% 67.9% 192 13.02% 1.5
JC
2988
JBF Capital
Colorado
$405M +$9.43M +2% 7.64% 93.6% 71 28.17% 1.8
First National Corp
2989
First National Corp
Massachusetts
$405M +$39.2M +11% 6.67% 56.3% 168 18.45% 2.6
Raine Capital
2990
Raine Capital
New York
$404M -$116M -22% 20.6% 119% 16 12.5% 2.6
Saudi Central Bank
2991
Saudi Central Bank
Saudi Arabia
$404M – – 12.9% 140% 3 – 1.2
Parker Investment Management
2992
Parker Investment Management
California
$404M +$98.6M +32% 4.4% 208% 33 27.27% 2.8
EFG Asset Management (Americas)
2993
EFG Asset Management (Americas)
Florida
$404M +$8.72M +2% 8.25% 112% 136 8.09% 3.2
Rowlandmiller & Partners
2994
Rowlandmiller & Partners
Georgia
$404M +$32.8M +9% 10.6% 84% 179 5.03% 4.8
HL
2995
Hernani LP
Jersey
$404M +$78.1M +24% 7.75% 14% 14 71.43% 0.3
Total Wealth Planning
2996
Total Wealth Planning
Ohio
$404M +$51.5M +15% 6.17% 37.2% 83 7.23% 1.8
VCM
2997
Vivaldi Capital Management
Illinois
$403M +$32.9M +9% 5.24% 69.2% 252 15.87% 2.7
HI
2998
Hyundai Investments
South Korea
$403M +$81.4M +25% 25.3% 74.8% 1 0% 1
CCM
2999
Contrarian Capital Management
Connecticut
$403M -$33.7M -8% 10.2% 29.4% 42 23.81% 1.3
Klaas Financial Asset Advisors
3000
Klaas Financial Asset Advisors
Illinois
$403M +$9.09M +2% 6.49% 39.5% 86 56.98% 1.6