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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)
Peninsula Wealth
3651
Peninsula Wealth
California
$216M +$15.9M +8% 7.64% 30% 42 11.9% 1.2
Bayberry Capital Partners
3652
Bayberry Capital Partners
New York
$216M – – 17.8% 99.7% 14 – 0
Stratos Investment Management
3653
Stratos Investment Management
Ohio
$216M +$39.2M +22% 7.62% 58.2% 111 27.03% 0.5
WA
3654
Winfield Associates
Ohio
$216M +$11M +5% 7.2% 77.8% 153 10.46% 3.4
CC
3655
Claybrook Capital
Massachusetts
$215M +$20.6M +11% 3.57% 7.15% 108 12.04% 1
Napier Park Global Capital (US)
3656
Napier Park Global Capital (US)
New York
$215M +$144M +202% 7.23% 237% 37 86.49% 0.1
Kestrel Investment Management
3657
Kestrel Investment Management
California
$215M +$13.4M +7% 13.5% 89.2% 51 31.37% 1.4
Beech Hill Advisors
3658
Beech Hill Advisors
New York
$215M +$27.4M +15% 10.3% 105% 81 16.05% 2.9
Essex Woodlands Management
3659
Essex Woodlands Management
Texas
$214M +$53.8M +34% 1.97% 55% 8 25% 3.6
Kingfisher Capital
3660
Kingfisher Capital
North Carolina
$214M +$46.8M +28% 5.99% 58.5% 152 13.16% 2.7
Covenant Partners
3661
Covenant Partners
Tennessee
$214M +$25.9M +14% 10.8% 70.3% 211 24.17% 0.6
Mathes Company
3662
Mathes Company
New York
$214M +$20.3M +10% 9.56% 121% 130 13.08% 3.9
American Money Management
3663
American Money Management
California
$214M +$26.8M +14% 8.53% 65% 86 11.63% 3.6
First PREMIER Bank
3664
First PREMIER Bank
South Dakota
$214M +$21.4M +11% 5.84% 63% 333 8.41% 2.4
Trinity Legacy Partners
3665
Trinity Legacy Partners
Texas
$214M +$11.6M +6% 1.49% 63.3% 96 43.75% 0.5
Nicollet Investment Management
3666
Nicollet Investment Management
Minnesota
$214M +$55.9M +35% 12.3% 104% 66 3.03% 1.8
LeJeune Puetz Investment Counsel
3667
LeJeune Puetz Investment Counsel
Michigan
$213M +$16.4M +8% 7.58% 64.1% 186 6.45% 2.3
SC
3668
Schulhoff & Co
Ohio
$213M +$9.22M +5% 4.68% 51.8% 112 6.25% 4.9
Rational Advisors
3669
Rational Advisors
New York
$213M -$45.1M -17% 7.84% 37.7% 607 19.77% 1.6
LI
3670
Leap Investments
Illinois
$213M +$12M +6% 14.1% – 697 85.08% 0.1
Consolidated Investment Group
3671
Consolidated Investment Group
Colorado
$213M +$18.6M +10% 12% 140% 47 4.26% 3.8
Pinnacle Wealth Planning Services
3672
Pinnacle Wealth Planning Services
Ohio
$213M +$28.9M +16% 6.87% 84.5% 249 18.88% 1.1
LFA
3673
Lighthouse Financial Advisors
Maryland
$213M – – 7.4% – 293 – 0
Finepoint Capital
3674
Finepoint Capital
Massachusetts
$212M -$127M -37% 0% 27.4% 2 50% 0.3
Bourne Lent Asset Management
3675
Bourne Lent Asset Management
New York
$212M +$3.81M +2% 12.2% 76.1% 61 8.2% 3.6