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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)
Davern Capital Partners
3551
Davern Capital Partners
New York
$587M +$222M +61% 7.47% – 20 40% 0.3
Running Oak Capital
3552
Running Oak Capital
Minnesota
$587M -$154M -21% 3.21% 32.7% 63 19.05% 3.5
ESL Trust Services
3553
ESL Trust Services
New York
$587M +$62.9M +12% 12.4% 53.9% 277 10.83% 1.8
High Note Wealth
3554
High Note Wealth
Minnesota
$586M +$77.4M +15% 13.5% 82.8% 1,033 16.46% 1.4
REAP Financial Group
3555
REAP Financial Group
Texas
$586M +$78.9M +16% 12.1% – 587 16.87% 1.8
Bernardo Wealth Planning
3556
Bernardo Wealth Planning
Pennsylvania
$585M +$74.5M +15% 11.9% 56.9% 145 15.17% 3.5
Hutchinson Capital Management
3557
Hutchinson Capital Management
California
$584M +$39.6M +7% 7.84% 52.6% 112 16.96% 4.8
Land & Buildings Investment Management
3558
Land & Buildings Investment Management
Connecticut
$583M -$7.92M -1% 12.2% 53.9% 24 37.5% 1.7
DCPAL
3559
Div Capital Phoenix Assets Ltd
$583M +$149M +34% 17.6% – 12 33.33% 0.4
HPC
3560
Hobart Private Capital
North Carolina
$583M +$74.1M +15% 15% 60% 151 21.85% 1.7
Frisch Financial Group
3561
Frisch Financial Group
New York
$583M +$105M +22% 13.4% 66.6% 196 19.39% 3
Magnolia Capital Advisors
3562
Magnolia Capital Advisors
Mississippi
$583M +$74M +15% 14.7% 78.7% 313 15.97% 1.5
111 Capital
3563
111 Capital
France
$582M +$176M +43% 28.3% – 627 69.86% 0.3
Great Diamond Partners
3564
Great Diamond Partners
Maine
$582M +$62.2M +12% 15% 86.1% 250 13.6% 2.9
Liberty Capital Management
3565
Liberty Capital Management
Michigan
$582M – – 13.8% – 184 – 6.2
Marietta Investment Partners
3566
Marietta Investment Partners
Wisconsin
$582M +$82.2M +16% 25.9% 160% 177 12.99% 4.8
Cambridge Advisors
3567
Cambridge Advisors
Nebraska
$582M +$66.4M +13% 11.4% 58.6% 185 4.86% 6.8
GFI
3568
Global Frontier Investments
South Carolina
$581M -$151M -21% 7.87% – 21 0% 4
Retirement Income Solutions
3569
Retirement Income Solutions
Michigan
$581M -$4.26M -0.7% 11.9% 60.8% 173 0.58% 4.1
Cedar Mountain Advisors
3570
Cedar Mountain Advisors
Oregon
$581M +$69.3M +14% 12.5% 57.7% 1,227 10.35% 1.6
Stempoint Capital
3571
Stempoint Capital
New York
$581M +$58.2M +11% 35.1% – 116 56.9% 0.4
Prosight Management
3572
Prosight Management
Texas
$580M -$29.5M -5% 1.98% 39.5% 51 39.22% 1.2
Correct Capital Wealth Management
3573
Correct Capital Wealth Management
Missouri
$580M +$44.3M +8% 11.8% – 113 7.96% 2.1
McNamara Financial Services
3574
McNamara Financial Services
Massachusetts
$580M +$51.3M +10% 10.3% 42.6% 105 6.67% 4.4
PWM
3575
Praetorian Wealth Management
California
$580M +$53.4M +10% 13.2% 60.4% 85 10.59% 2.1