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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)
Valicenti Advisory Services
3401
Valicenti Advisory Services
New York
$210M +$5.38M +3% 1.23% 134% 66 7.58% 3.7
Aspire Private Capital
3402
Aspire Private Capital
North Carolina
$210M +$974K +0.5% 1.61% 49.6% 592 21.62% 0.6
Rock Creek Group
3403
Rock Creek Group
District of Columbia
$210M -$8.86M -4% 2.84% 37.2% 144 47.22% 0.5
Oarsman Capital
3404
Oarsman Capital
Wisconsin
$210M -$10.5M -5% 1.68% 70.6% 188 6.38% 4.2
Stone Run Capital
3405
Stone Run Capital
New York
$210M -$9.13M -4% 0.69% 77.8% 60 3.33% 4.9
American Securities
3406
American Securities
New York
$210M -$12M -5% 3.3% – 2 50% 2.8
Evolution Wealth Advisors
3407
Evolution Wealth Advisors
Florida
$210M -$21.6M -9% 1.2% 84.5% 618 46.76% 0.2
Minot Capital
3408
Minot Capital
Colorado
$210M +$25.1M +14% 0.35% 19.6% 11 18.18% 0.6
Crossvault Capital Management
3409
Crossvault Capital Management
Texas
$210M +$5.49M +3% 2.14% 56.4% 80 6.25% 3
Keystone Financial Planning
3410
Keystone Financial Planning
Ohio
$209M +$5.1M +2% 1.91% 46% 48 6.25% 4
Spring Creek Capital
3411
Spring Creek Capital
Kansas
$209M -$67.7M -24% 15% 312% 22 59.09% 0.3
TCPWM
3412
Traverso Chambers Private Wealth Management
California
$209M +$4.42M +2% 0.74% 16.4% 100 5% 0.7
DC
3413
Derby & Company
Massachusetts
$209M +$11.4M +6% 1.64% 33.7% 31 12.9% 1.1
SIA
3414
Strategic Investment Advisors
Michigan
$209M +$25.5M +14% 1.05% 66.1% 170 19.41% 0.5
Weik Capital Management
3415
Weik Capital Management
Pennsylvania
$209M -$24K -0% 1.81% 66.9% 121 7.44% 4.3
Bourne Lent Asset Management
3416
Bourne Lent Asset Management
New York
$209M -$111K -0.1% 2.44% 76.1% 58 5.17% 3.6
Ironwood Financial
3417
Ironwood Financial
Arizona
$208M +$4.69M +2% 0.31% 54.1% 410 5.37% 2.9
Pacifica Capital Investments
3418
Pacifica Capital Investments
Texas
$208M -$7.82M -4% 0.47% 70.4% 22 18.18% 4
Summit Financial Strategies
3419
Summit Financial Strategies
Ohio
$208M +$2.08M +1% 0.03% 59.4% 62 11.29% 2.9
Alliance Wealth Management Group
3420
Alliance Wealth Management Group
New Jersey
$208M +$3.94M +2% 0.53% – 58 6.9% 2.2
Alatus Capital
3421
Alatus Capital
Switzerland
$208M -$11.1M -5% 6.6% 33% 2 0% 1.8
Game Creek Capital
3422
Game Creek Capital
Massachusetts
$208M +$34.8M +20% 1.97% 176% 63 28.57% 1
Boston Standard Wealth Management
3423
Boston Standard Wealth Management
Massachusetts
$207M +$2.94M +1% 0.47% 47.1% 33 12.12% 2.5
Clifford Capital Partners
3424
Clifford Capital Partners
Utah
$207M +$21K +0% 0.13% 77.3% 35 8.57% 1.3
Hendley & Co
3425
Hendley & Co
Ohio
$207M -$6.14M -3% 1.58% 54.8% 62 6.45% 4