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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)
Wittenberg Investment Management
3251
Wittenberg Investment Management
Massachusetts
$234M -$2.13M -0.9% 0.91% 89.9% 81 2.47% 2
Sensible Financial Planning & Management
3252
Sensible Financial Planning & Management
Massachusetts
$234M +$12.7M +6% 2.58% 24.5% 33 3.03% 3.3
Matthew Goff Investment Advisor
3253
Matthew Goff Investment Advisor
Texas
$234M +$16.8M +8% 5.39% 89.6% 56 10.71% 1.8
SFE Investment Counsel
3254
SFE Investment Counsel
California
$234M +$11.6M +5% 2.5% 105% 118 7.63% 3.6
Benin Management Corp
3255
Benin Management Corp
Connecticut
$234M +$788K +0.3% 4.97% 91.7% 97 8.25% 4.5
BC
3256
Blackstart Capital
New York
$234M -$214M -48% 1.5% 9% 30 63.33% 0.4
Clear Creek Financial Management
3257
Clear Creek Financial Management
Washington
$234M – – 2.45% 81% 144 – 0
USAdvisors Wealth Management
3258
USAdvisors Wealth Management
Minnesota
$233M +$92.8M +66% 1.88% 59.6% 63 42.86% 0.8
Henry James International Management
3259
Henry James International Management
New York
$233M +$12.8M +6% 8.59% 125% 150 12.67% 0.6
Harbour Capital Advisors
3260
Harbour Capital Advisors
Virginia
$233M +$6.82M +3% 3.95% 168% 220 14.09% 2.1
RP
3261
RBS Partners
Florida
$233M -$15.3M -6% 4.2% 210% 4 0% 5.2
CBTWT
3262
Community Bank & Trust (Waco, Texas)
Texas
$233M +$5.42M +2% 2.95% 124% 139 6.47% 2.9
Oakwood Capital Management
3263
Oakwood Capital Management
California
$233M -$5.24M -2% 3.4% 72.7% 56 19.64% 3
RiverPark Advisors
3264
RiverPark Advisors
New York
$233M +$2.84M +1% 6.94% 87.5% 55 12.73% 2.5
PPP
3265
Private Portfolio Partners
New Jersey
$233M +$43.8M +23% 2.72% 16.9% 230 18.26% 0.4
Chicago Capital Management
3266
Chicago Capital Management
Illinois
$233M +$13.4M +6% 15.4% 270% 45 77.78% 0.1
Redmond Asset Management
3267
Redmond Asset Management
Virginia
$233M +$2.67M +1% 4.57% 61.5% 171 16.37% 2.8
MEAG MUNICH ERGO AssetManagement
3268
MEAG MUNICH ERGO AssetManagement
Germany
$232M -$10M -4% 2.79% 18.2% 15 0% 3.3
PL
3269
Polianta Ltd
Jersey
$232M -$35.2M -13% 3.98% 31.6% 119 88.24% 0.2
Patriot Financial Group Insurance Agency
3270
Patriot Financial Group Insurance Agency
Massachusetts
$232M +$36.8M +19% 4.24% 97.3% 1,485 15.08% 1.1
HMS Capital Management
3271
HMS Capital Management
Tennessee
$232M -$3.16M -1% 4.6% 140% 285 45.26% 0.7
Inspirion Wealth Advisors
3272
Inspirion Wealth Advisors
Illinois
$232M +$5.75M +3% 2.18% 52.5% 78 7.69% 3.1
Stewardship Financial Advisors
3273
Stewardship Financial Advisors
Georgia
$231M +$14.4M +7% 3.49% 39.1% 75 18.67% 2.1
Evolution Wealth Advisors
3274
Evolution Wealth Advisors
Florida
$231M +$13.9M +6% 3.12% 84.5% 495 84.44% 0.1
Wildcat Capital Management
3275
Wildcat Capital Management
New York
$231M +$60.5M +35% 7.86% 126% 32 37.5% 0.9