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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)
Trustees of General Electric Pension Trust
3551
Trustees of General Electric Pension Trust
Connecticut
$212M -$34.4M -14% 14% 184% 1 0% 3.5
Hendley & Co
3552
Hendley & Co
Ohio
$212M +$33.6M +19% 17.9% 64.9% 62 16.13% 4.4
Frisch Financial Group
3553
Frisch Financial Group
New York
$212M +$39.9M +23% 13.8% 66.6% 112 21.43% 1.2
EnerVest
3554
EnerVest
Texas
$211M +$71.9M +52% 51.5% 20.5% 1 0% 1.5
Fulcrum Equity Management
3555
Fulcrum Equity Management
Texas
$211M +$71.2M +51% 23.9% 116% 143 69.23% 0.4
Sloy Dahl & Holst
3556
Sloy Dahl & Holst
Washington
$211M +$80.1M +61% 63.9% 132% 44 29.55% 0.4
Virtus ETF Advisers
3557
Virtus ETF Advisers
New York
$211M -$31.9M -13% 35.9% 177% 499 29.26% 1
Integrated Investment Consultants
3558
Integrated Investment Consultants
Michigan
$211M +$42M +25% 24.9% 70.2% 177 22.6% 2.5
Retirement Capital Strategies
3559
Retirement Capital Strategies
California
$211M +$27.7M +15% 18.7% 59% 55 41.82% 1.8
Ibex Investors
3560
Ibex Investors
Colorado
$211M +$111M +112% 41.6% 16.6% 54 68.52% 0.6
Affinity Investment Advisors
3561
Affinity Investment Advisors
California
$210M +$14.2M +7% 24% 189% 161 29.19% 2.1
Larson Financial Group
3562
Larson Financial Group
Missouri
$210M +$50.5M +32% 16.2% 81.2% 796 26.88% 1
Winch Advisory Services
3563
Winch Advisory Services
Wisconsin
$210M +$9.26M +5% 18% 80.8% 428 16.36% 2.6
SRAM
3564
Spouting Rock Asset Management
Pennsylvania
$210M +$65.7M +45% 42.4% 74.7% 158 49.37% 0.3
Thomas Story & Son
3565
Thomas Story & Son
Indiana
$210M +$36.4M +21% 25.4% 101% 60 11.67% 4.2
Wakefield Asset Management
3566
Wakefield Asset Management
Colorado
$210M +$23.5M +13% 21.4% 139% 223 62.78% 0.4
WealthStone
3567
WealthStone
Ohio
$210M +$110M +111% 25.5% – 179 84.92% 0.1
PH
3568
Pinnacle Holdings
Oklahoma
$210M +$35.2M +20% 23.5% 79.6% 221 14.03% 3.7
Rip Road Capital Partners
3569
Rip Road Capital Partners
Massachusetts
$210M +$58.1M +38% 59.9% 121% 21 23.81% 0.4
CMH Wealth Management
3570
CMH Wealth Management
New Hampshire
$209M +$38.3M +22% 27.3% 88% 52 15.38% 1.9
Starfire Investment Advisers
3571
Starfire Investment Advisers
Michigan
$209M +$27.5M +15% 19% 19.2% 162 12.35% 2.1
Greenlea Lane Capital Management
3572
Greenlea Lane Capital Management
Connecticut
$209M +$57M +37% 38.6% 99.7% 10 20% 1.1
Diversified Portfolios Inc
3573
Diversified Portfolios Inc
Michigan
$209M +$28.7M +16% 15.3% 38.2% 60 11.67% 3.3
Summit Partners
3574
Summit Partners
Massachusetts
$209M +$28.8M +16% 16.3% 23.2% 5 0% 4.7
Triangle Securities Wealth Management
3575
Triangle Securities Wealth Management
North Carolina
$209M +$35.5M +20% 21% 83.6% 165 11.52% 4