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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)
Neumann Capital Management
3651
Neumann Capital Management
California
$163M +$1.72M +1% 4.16% 89.9% 77 6.49% 2.6
Numen Capital
3652
Numen Capital
United Kingdom
$163M +$126M +344% 4.89% 146% 11 81.82% 0.2
KFA
3653
Kabarec Financial Advisors
Illinois
$163M – – 4.94% – 81 – 0
Fortis Advisors
3654
Fortis Advisors
Pennsylvania
$163M +$18.8M +13% 13.1% 72.8% 320 22.5% 0.4
West Oak Capital
3655
West Oak Capital
California
$163M -$5.57M -3% 7.27% 110% 364 23.35% 3.1
NGA
3656
New Generation Advisors
Massachusetts
$163M +$683K +0.4% 5.88% 45.1% 35 17.14% 1.7
SL
3657
SOF Ltd
Cayman Islands
$162M +$28.9M +22% 21.6% 42.3% 1 0% 1
MWM
3658
Mascoma Wealth Management
New Hampshire
$162M +$12.5M +8% 20% 43.7% 441 20.86% 0.8
Meridian Wealth Management
3659
Meridian Wealth Management
Kentucky
$162M +$4.55M +3% 8.19% 117% 169 4.73% 0.7
AC
3660
Argentiere Capital
Switzerland
$162M -$97.3M -37% 0.52% 1.96% 49 53.06% 0.5
S.R. Schill & Associates
3661
S.R. Schill & Associates
Washington
$162M -$4.74M -3% 2.8% 42.7% 73 12.33% 2.2
SRCM
3662
Swift Run Capital Management
Virginia
$162M -$27.5M -15% 3.48% 9.9% 57 21.05% 2.2
WA
3663
Wintergreen Advisers
New Jersey
$162M -$57.4M -26% 8.05% 25.4% 8 25% 2.5
Investors Research Corp
3664
Investors Research Corp
Georgia
$162M – – 5.75% 62.1% 331 – 0
PP
3665
Pension Partners
New York
$162M +$30M +23% 5.3% – 22 63.64% 0.5
IMS Capital Management
3666
IMS Capital Management
Oregon
$162M +$5.5M +4% 8% 119% 159 18.24% 2.2
Hefty Wealth Partners
3667
Hefty Wealth Partners
Indiana
$161M +$10.2M +7% 4.07% – 271 15.87% 1.4
AP
3668
Agilis Partners
Massachusetts
$161M +$10.6M +7% 3.41% 8.47% 17 5.88% 2
Sterling Investment Advisors (Pennsylvania)
3669
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$161M +$10.4M +7% 7.4% 97.5% 375 13.6% 0.8
Perennial Advisors
3670
Perennial Advisors
New York
$161M +$13.3M +9% 6.23% – 207 10.63% 0.9
Shepherd Kaplan Krochuk
3671
Shepherd Kaplan Krochuk
Massachusetts
$161M +$40.3M +33% 9.64% 38.5% 280 33.93% 1.8
SSM
3672
Sutton Square Management
New York
$161M – – 9.68% – 20 – 0
Keystone Financial Group (Kentucky)
3673
Keystone Financial Group (Kentucky)
Kentucky
$161M – – 3.79% 116% 130 – 0
Burt Wealth Advisors
3674
Burt Wealth Advisors
Maryland
$161M +$8.03M +5% 4.59% 57.3% 404 12.62% 2.2
Wolf Group Capital Advisors
3675
Wolf Group Capital Advisors
Virginia
$161M +$16.7M +12% 6.58% 28.2% 108 17.59% 1.6