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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)
SGH
3401
Sivik Global Healthcare
Connecticut
$186M -$94.7M -34% 11.5% 83.8% 69 40.58% 1.6
Johnson Financial Group LLC (Colorado)
3402
Johnson Financial Group LLC (Colorado)
Colorado
$185M – – 9.13% 58.7% 36 – 0.7
Kavar Capital Partners Group
3403
Kavar Capital Partners Group
Kansas
$185M -$16.6M -8% 10.4% 77.2% 112 14.29% 3.3
Omnia Family Wealth
3404
Omnia Family Wealth
Florida
$185M -$33M -15% 10.6% 80.6% 638 17.4% 1.7
Rothschild Capital Partners
3405
Rothschild Capital Partners
New York
$185M -$39.9M -18% 13.4% 90.8% 47 38.3% 3
TCPWM
3406
Traverso Chambers Private Wealth Management
California
$185M – – 9.16% 16.4% 95 – 0
Manchester Financial
3407
Manchester Financial
California
$185M – – 15.4% 73% 58 – 0
Bank Pictet & Cie (Asia)
3408
Bank Pictet & Cie (Asia)
Singapore
$185M -$32.1M -15% 10.6% 30.4% 97 20.62% 1.5
Goodman Financial
3409
Goodman Financial
Texas
$185M -$21.1M -10% 14.9% 52.5% 50 14% 1.8
Eversept Partners
3410
Eversept Partners
New York
$185M -$43.2M -19% 15% 321% 76 46.05% 0.6
MAK Capital One
3411
MAK Capital One
New York
$185M -$121M -40% 31.3% 200% 8 37.5% 1.1
Kohmann Bosshard Financial Services
3412
Kohmann Bosshard Financial Services
Ohio
$185M -$18M -9% 9.13% 42.8% 108 20.37% 1.5
PWMAG
3413
Pinnacle Wealth Management Advisory Group
New Jersey
$184M -$18.1M -9% 11.5% 90.7% 183 25.14% 2.2
Hi-Line Capital Management
3414
Hi-Line Capital Management
South Dakota
$184M – – 12.9% 57.5% 31 – 0
RHFI
3415
Reilly Herbert Faulkner III
$184M -$21.1M -10% 8.29% 80.6% 48 12.5% 3.8
Beck Bode LLC
3416
Beck Bode LLC
Massachusetts
$184M – – 8.68% 155% 69 – 0
Aurora Investment Counsel
3417
Aurora Investment Counsel
Georgia
$184M -$26.7M -13% 15.1% 31.7% 136 27.94% 0.7
Maytus Capital Management
3418
Maytus Capital Management
New York
$184M – – 15.4% 442% 44 – 0
Weik Capital Management
3419
Weik Capital Management
Pennsylvania
$184M -$24.9M -12% 10.5% 66.9% 130 11.54% 3.7
Pine Brook Road Advisors
3420
Pine Brook Road Advisors
New York
$184M -$118M -39% 29.3% – 3 0% 1.8
LP
3421
LGL Partners
Pennsylvania
$184M -$27.2M -13% 12.3% 68.9% 54 12.96% 2.4
KC
3422
Keenan Capital
California
$183M -$39.2M -18% 15% 110% 15 20% 0.8
D. Scott Neal
3423
D. Scott Neal
Kentucky
$183M -$14.8M -7% 4.89% 105% 36 27.78% 3
First Washington Corp
3424
First Washington Corp
Washington
$183M -$27.4M -13% 10.4% 142% 97 25.77% 2.8
Huber Financial Advisors
3425
Huber Financial Advisors
Illinois
$183M +$52.7M +40% 9.92% – 109 15.6% 0.8