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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)
AIS
3601
AM Investment Strategies
Tennessee
$412M +$1.25M +0.3% 2.4% 135% 113 17.7% 2.6
Foguth Wealth Management
3602
Foguth Wealth Management
Michigan
$412M +$30.2M +8% 1.7% – 166 21.08% 0.7
Mission Creek Capital Partners
3603
Mission Creek Capital Partners
California
$412M -$46.3M -10% 0.04% 138% 236 17.37% 3.6
Newbridge Financial Services Group
3604
Newbridge Financial Services Group
Florida
$412M +$22.5M +6% 5.94% 189% 1,186 16.1% 1.6
Renaissance Investment Group
3605
Renaissance Investment Group
Massachusetts
$412M -$61.9M -13% 3.72% 110% 80 11.25% 7.6
Kelly Lawrence W & Associates
3606
Kelly Lawrence W & Associates
California
$412M -$17M -4% 0.97% 123% 176 11.36% 5.3
Seaview Investment Managers
3607
Seaview Investment Managers
Florida
$411M +$49.9M +14% 1.75% 148% 147 40.82% 1.1
Altrius Capital Management
3608
Altrius Capital Management
North Carolina
$411M +$39.4M +11% 5.21% 43.1% 89 7.87% 2.3
Element Pointe Advisors
3609
Element Pointe Advisors
Florida
$411M -$13.8M -3% 3.69% 75.1% 72 9.72% 3.3
Catalio Capital Management
3610
Catalio Capital Management
New York
$411M -$46M -10% 2.44% – 46 47.83% 0.2
DI
3611
Diligent Investors
California
$411M -$25.1M -6% 1.33% 82.2% 373 5.63% 4.3
HWM
3612
HFR Wealth Management
New York
$411M +$5.98M +1% 2.76% 47.5% 54 5.56% 3.4
Berkshire Bank
3613
Berkshire Bank
Massachusetts
$410M -$19.6M -5% 1.52% 76.2% 166 9.04% 3.1
PWM
3614
Praetorian Wealth Management
California
$410M -$1.38M -0.3% 2.55% 60.4% 61 4.92% 2.4
Waterfront Wealth
3615
Waterfront Wealth
Kansas
$410M -$465K -0.1% 0.68% 77.2% 262 4.58% 2.9
Longfellow Investment Management
3616
Longfellow Investment Management
Massachusetts
$410M +$21M +5% 7.95% 45.9% 330 31.82% 2.3
AA Financial Advisors
3617
AA Financial Advisors
Ohio
$410M +$34.9M +9% 1.23% 68.8% 183 13.66% 0.9
WESCAP Management Group
3618
WESCAP Management Group
California
$410M -$2.19M -0.5% 1.69% 45.7% 98 4.08% 5.1
Elwood & Goetz Wealth Advisory Group
3619
Elwood & Goetz Wealth Advisory Group
Georgia
$409M -$632K -0.2% 1.87% 63.7% 106 13.21% 2.7
FNBOMD
3620
First National Bank of Mount Dora
Florida
$409M -$18.1M -4% 0.21% 96.2% 137 8.76% 5.9
Family Investment Center
3621
Family Investment Center
Missouri
$409M +$14.9M +4% 0.11% 53.1% 92 19.57% 1.6
Boston Research & Management
3622
Boston Research & Management
Massachusetts
$409M -$4.94M -1% 0.25% 53.2% 119 4.2% 8.1
Bain Capital Credit
3623
Bain Capital Credit
Massachusetts
$409M -$40.1M -9% 3.93% 14.4% 7 14.29% 2.4
Sands Capital Ventures
3624
Sands Capital Ventures
Virginia
$409M -$50.8M -11% 15.4% 167% 22 13.64% 2.4
Grant Street Asset Management
3625
Grant Street Asset Management
Pennsylvania
$409M +$26.3M +7% 1.4% 47.2% 86 17.44% 2.3