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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)
Nalanda India Fund
3301
Nalanda India Fund
Mauritius
$198M – – 18.7% 15.3% 1 – 0
Pinkerton Retirement Specialists
3302
Pinkerton Retirement Specialists
Idaho
$198M -$50.5M -20% 11.6% 82.9% 178 69.66% 2.5
TrueWealth LLC
3303
TrueWealth LLC
Georgia
$198M -$20.6M -9% 8.43% – 855 12.98% 0.9
Keating Investment Counselors
3304
Keating Investment Counselors
Florida
$198M -$34.8M -15% 7.17% 50% 68 8.82% 4.1
Cedar Capital
3305
Cedar Capital
Illinois
$197M -$60.4M -23% 10.5% 98% 184 27.17% 1.4
APSP
3306
Asset Planning Services (Pennsylvania)
Pennsylvania
$197M -$13.1M -6% 9.31% 62.1% 290 11.03% 2.6
Pier 88 Investment Partners
3307
Pier 88 Investment Partners
California
$197M -$32.7M -14% 3.67% 36.1% 108 15.74% 0.9
Wynnefield Capital
3308
Wynnefield Capital
New York
$197M -$42.6M -18% 11.9% 52.1% 32 12.5% 2.9
Twin Securities
3309
Twin Securities
New York
$197M -$25.9M -12% 8.12% 506% 22 81.82% 0.2
Hamilton Point Investment Advisors
3310
Hamilton Point Investment Advisors
North Carolina
$197M -$16.8M -8% 11.4% 79.3% 75 8% 3.5
Montgomery Investment Management
3311
Montgomery Investment Management
Maryland
$197M -$46M -19% 15.6% 98.4% 95 6.32% 4.1
Janiczek Wealth Management
3312
Janiczek Wealth Management
Colorado
$197M +$5.85M +3% 11.1% 16.4% 186 22.04% 0.7
Ellevest Inc
3313
Ellevest Inc
New York
$197M – – 8.31% 73.8% 532 – 0
Matthew Goff Investment Advisor
3314
Matthew Goff Investment Advisor
Texas
$197M -$52.6M -21% 7.67% 89.6% 67 25.37% 1.4
BCM Advisors
3315
BCM Advisors
Louisiana
$197M +$5.96M +3% 3.28% 59.3% 39 7.69% 1.6
Institutional Venture Management XIII
3316
Institutional Venture Management XIII
California
$197M -$52.1M -21% 15.2% – 4 25% 1.6
Aequim Alternative Investments
3317
Aequim Alternative Investments
California
$197M – – 2.07% 32.3% 34 – 0
Winthrop Advisory Group
3318
Winthrop Advisory Group
Massachusetts
$197M +$19.1M +11% 11.2% 78.3% 96 18.75% 0.8
NG
3319
Northstar Group
New York
$197M -$22.2M -10% 8.2% 63.9% 135 10.37% 3.1
V Wealth Advisors
3320
V Wealth Advisors
Kansas
$197M -$19.8M -9% 13.5% 36.9% 239 15.06% 1.6
MM
3321
Meridian Management
Arkansas
$196M -$33.6M -15% 12.8% 57.8% 81 11.11% 3.2
Cribstone Capital Management
3322
Cribstone Capital Management
Maine
$196M -$21.4M -10% 9.23% 22.4% 809 14.83% 1.9
Consolidated Investment Group
3323
Consolidated Investment Group
Colorado
$196M -$18.6M -9% 14.4% 140% 51 13.73% 3.5
HR
3324
Hayden Royal
North Carolina
$196M – – 12% 100% 198 – 0
Virtus Alternative Investment Advisers
3325
Virtus Alternative Investment Advisers
Connecticut
$196M -$79.9M -29% 18.1% 42.8% 139 34.53% 0.3