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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)
Sentry Investment Management
3476
Sentry Investment Management
Wisconsin
$344M -$48.8M -12% 0.77% 103% 533 8.44% 3.7
Nishkama Capital LLC
3477
Nishkama Capital LLC
Puerto Rico
$343M -$94.5M -22% 0.17% 723% 53 71.7% 0.4
HWM
3478
HFR Wealth Management
New York
$343M +$11.2M +3% 0.24% 47.5% 60 5% 0.2
Helikon Investments
3479
Helikon Investments
United Kingdom
$343M -$15.5M -4% 14.9% 282% 4 25% 0.6
Cyrus Capital Partners
3480
Cyrus Capital Partners
New York
$343M -$45.4M -12% 5.91% 163% 16 43.75% 2
Adelphi Capital
3481
Adelphi Capital
United Kingdom
$343M -$32.2M -9% 8.5% – 2 0% 4.4
Glovista Investments
3482
Glovista Investments
New Jersey
$343M -$79.8M -19% 5.68% 2.48% 124 65.32% 1.6
Oak Harvest Investment Services
3483
Oak Harvest Investment Services
Texas
$343M +$39.5M +13% 0.33% 120% 83 9.64% 0.6
CHI Advisors
3484
CHI Advisors
New York
$343M -$87.3M -20% 15.4% 88.2% 19 5.26% 1.2
Blue Bell Private Wealth Management
3485
Blue Bell Private Wealth Management
Pennsylvania
$342M -$471K -0.1% 0.68% 68.2% 192 14.58% 3.9
GTC
3486
Ghost Tree Capital
New York
$342M -$21.8M -6% 13.5% 265% 72 44.44% 0.7
Gates Foundation
3487
Gates Foundation
Washington
$342M -$309M -48% 12.8% 58.1% 10 20% 0.5
Ironwood Financial
3488
Ironwood Financial
Arizona
$342M +$8.49M +3% 0.19% 54.1% 618 4.37% 2.9
ACK Asset Management
3489
ACK Asset Management
Connecticut
$342M +$69.8M +26% 6.17% 132% 29 27.59% 0.9
West Financial Advisors
3490
West Financial Advisors
Iowa
$341M +$14.3M +4% 1.13% 49.1% 154 6.49% 0.7
Rock Point Advisors
3491
Rock Point Advisors
Vermont
$341M -$5.73M -2% 2.28% 82.8% 102 9.8% 3.7
Kirr Marbach & Co
3492
Kirr Marbach & Co
Indiana
$341M -$10.4M -3% 1.5% 121% 62 9.68% 3.3
Capco Asset Management
3493
Capco Asset Management
Florida
$341M -$36K -0% 3.03% 46.1% 28 3.57% 3.3
Integrated Investment Consultants
3494
Integrated Investment Consultants
Michigan
$341M -$1.04M -0.3% 0.24% 70.2% 305 12.13% 2.3
One Wealth Advisors
3495
One Wealth Advisors
California
$341M +$25.2M +8% 0.39% 66% 239 35.98% 0.9
GenWealth Group
3496
GenWealth Group
New Jersey
$341M +$1.77M +0.5% 0.19% 73.9% 66 9.09% 2.8
NEPC LLC
3497
NEPC LLC
Massachusetts
$341M -$371M -52% 1.29% 21.3% 69 30.43% 1
CCM
3498
Compton Capital Management
Rhode Island
$341M +$959K +0.3% 1.21% 75.6% 165 8.48% 5
ACG
3499
Aventail Capital Group
New York
$341M +$79.9M +31% 5.18% 154% 71 73.24% 0.3
RMR Wealth Builders
3500
RMR Wealth Builders
New Jersey
$341M +$35.5M +12% 0.06% 91.7% 194 14.95% 1.4