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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)
OH
3526
Oikos Holdings
New York
$300M -$21.1M -7% 15.1% 5.54% 8 12.5% 0.9
FCA
3527
FLC Capital Advisors
California
$300M -$56.3M -16% 10.5% 59.3% 166 11.45% 2.4
Cobalt Capital Management
3528
Cobalt Capital Management
New Jersey
$300M -$31.1M -9% 14.3% 235% 51 56.86% 0.6
Repertoire Partners
3529
Repertoire Partners
New York
$300M -$1.24B -80% 8.86% 37.5% 93 48.39% 0.2
AIP LLC
3530
AIP LLC
New York
$300M -$69.7M -19% 18.9% 54.9% 1 0% 4.5
Mission Creek Capital Partners
3531
Mission Creek Capital Partners
California
$299M -$75.6M -20% 15% 138% 235 14.04% 2.1
Hudock Inc
3532
Hudock Inc
Pennsylvania
$299M -$61M -17% 13.2% 69.7% 836 5.98% 4.5
Elwood & Goetz Wealth Advisory Group
3533
Elwood & Goetz Wealth Advisory Group
Georgia
$299M -$23.2M -7% 11.1% 58.2% 70 22.86% 2
TCPWM
3534
Traverso Chambers Private Wealth Management
California
$299M -$36.3M -11% 8.9% 16.4% 109 4.59% 3
MKP Capital Management
3535
MKP Capital Management
New York
$299M +$154M +107% 16% 69.8% 8 100% 0
FC
3536
Franchise Capital
Cayman Islands
$299M -$64.8M -18% 21.3% 537% 27 44.44% 0.6
Mount Lucas Management
3537
Mount Lucas Management
Pennsylvania
$299M -$44.7M -13% 8.86% 109% 138 54.35% 0.5
Quattro Financial Advisors
3538
Quattro Financial Advisors
Texas
$298M +$1.07M +0.4% 12.9% 77.6% 97 26.8% 1
Tobias Financial Advisors
3539
Tobias Financial Advisors
Florida
$298M +$7.88M +3% 12% 44.5% 91 21.98% 0.4
Blue Bell Private Wealth Management
3540
Blue Bell Private Wealth Management
Pennsylvania
$298M -$55.2M -16% 15.9% 62.5% 938 11.83% 1.3
Sentinel Pension Advisors
3541
Sentinel Pension Advisors
Massachusetts
$298M +$2.65M +0.9% 9.89% 46.5% 98 19.39% 1.6
TF
3542
TRH Financial
Iowa
$297M -$43.3M -13% 12.2% – 79 12.66% 2
Georgetown University
3543
Georgetown University
District of Columbia
$297M -$94.8M -24% 15.1% 79.9% 26 7.69% 1
Terril Brothers
3544
Terril Brothers
Missouri
$297M -$193M -39% 12.7% 94.4% 65 23.08% 4
American Financial Group
3545
American Financial Group
Ohio
$297M -$31.7M -10% 16.9% 32.5% 92 4.35% 3.9
WPI
3546
Walter Public Investments
Canada
$297M +$640K +0.2% 14.5% 72.7% 27 3.7% 0.3
Lawson Kroeker Investment Management
3547
Lawson Kroeker Investment Management
Nebraska
$297M -$21.1M -7% 8.52% 69.7% 64 9.38% 6.6
Global Wealth Management Investment Advisory
3548
Global Wealth Management Investment Advisory
Florida
$297M -$39.2M -12% 12.2% 67.5% 556 12.23% 2.3
Concentric Wealth Management
3549
Concentric Wealth Management
California
$296M -$49.5M -14% 12.8% 33.4% 127 7.87% 4.2
Nextech Invest
3550
Nextech Invest
Switzerland
$296M -$53.8M -15% 10.7% 982% 14 0% 0.4