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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)
Mattern Wealth Management
3476
Mattern Wealth Management
Kansas
$609M +$96.5M +19% 11.2% 54% 191 21.47% 3.5
Sompo Asset Management
3477
Sompo Asset Management
Japan
$609M +$64.5M +12% 18.3% 84.7% 183 4.92% 4.6
Crusonia Wealth Advisors
3478
Crusonia Wealth Advisors
Colorado
$609M +$124M +26% 12.4% – 243 23.46% 0.4
Summit Partners
3479
Summit Partners
Massachusetts
$609M -$61.2M -9% 18.9% 23.2% 7 28.57% 7.5
Ellsworth Advisors
3480
Ellsworth Advisors
Ohio
$609M +$76.3M +14% 18.2% 131% 203 29.56% 1.9
Delta Investment Management
3481
Delta Investment Management
California
$608M +$48.9M +9% 12.7% 65.8% 327 26.91% 2.5
MCM
3482
Mason Capital Management
New York
$607M -$5.83M -1% 6.57% 18.5% 9 22.22% 1.6
CM
3483
Conifer Management
New York
$607M +$82.8M +16% 1.59% 22.7% 7 28.57% 2.7
SKBA Capital Management
3484
SKBA Capital Management
California
$606M -$122M -17% 4.29% 53.9% 80 2.5% 5.2
North Point Portfolio Managers
3485
North Point Portfolio Managers
Ohio
$606M +$44.6M +8% 12.9% 72.8% 82 10.98% 4.6
SFCM
3486
Seven Fleet Capital Management
California
$606M +$288M +90% 32.7% – 138 47.1% 0.3
Banc Funds Company
3487
Banc Funds Company
Illinois
$605M +$68.3M +13% 11.6% 69% 102 14.71% 6.8
VV
3488
Verbena Value
Connecticut
$605M -$5.69M -0.9% 1.54% – 33 27.27% 0.3
Requisite Capital Management
3489
Requisite Capital Management
Texas
$605M +$68.3M +13% 10.4% 41% 139 25.18% 1.5
VeraBank
3490
VeraBank
Texas
$604M +$58.1M +11% 11.9% 60.6% 180 11.11% 4.6
EFL
3491
ERn Financial LLC
Wisconsin
$604M +$72.5M +14% 12.2% 61.2% 166 12.65% 4
Sio Capital Management
3492
Sio Capital Management
New York
$604M -$93M -13% 10.6% 564% 92 53.26% 0.7
MAM
3493
Morse Asset Management
Connecticut
$604M +$123M +26% 44.6% 222% 457 21.01% 2.2
Advisors Management Group
3494
Advisors Management Group
Wisconsin
$604M +$55.1M +10% 36.2% 125% 165 7.88% 4.9
Varenne Capital Partners
3495
Varenne Capital Partners
France
$603M +$190M +46% 20.4% 212% 46 69.57% 0.4
Eagle Health Investments
3496
Eagle Health Investments
Connecticut
$603M +$31.5M +6% 37.1% 241% 33 33.33% 1.4
Perkins Coie Trust Company
3497
Perkins Coie Trust Company
Washington
$603M +$83.2M +16% 14.9% 83.2% 250 6.8% 7.1
FRM
3498
Fox Run Management
Connecticut
$603M +$31.7M +6% 17.9% 64% 1,374 72.85% 0.2
Oakwell Private Wealth Management
3499
Oakwell Private Wealth Management
Texas
$603M +$43M +8% 14% 63% 91 21.98% 2.9
F1I
3500
Fund 1 Investments
Puerto Rico
$603M -$269M -31% 22.6% 128% 92 77.17% 0.7