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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)
Morgan Dempsey Capital Management
3676
Morgan Dempsey Capital Management
Wisconsin
$319M +$2.62M +0.8% 4.92% 52.1% 113 43.36% 4.1
WA
3677
Wealthstar Advisors
Texas
$319M – – 7.41% – 108 – 1.4
Insight Advisors
3678
Insight Advisors
Pennsylvania
$319M +$2.92M +0.9% 8.32% 74% 353 19.55% 0.4
Atlantic Investment Management
3679
Atlantic Investment Management
New York
$318M -$4.76M -1% 2.81% 28.8% 11 27.27% 2.1
Summit Asset Management
3680
Summit Asset Management
Tennessee
$318M +$23.7M +8% 6.78% 48.9% 147 2.72% 4.3
Wellspring Financial Advisors
3681
Wellspring Financial Advisors
Ohio
$318M +$111M +53% 6.59% 77.2% 123 45.53% 0.8
AFT
3682
Alpha Family Trust
California
$318M +$102M +47% 6.96% 198% 24 29.17% 0.3
Frisch Financial Group
3683
Frisch Financial Group
New York
$318M +$20.3M +7% 5.44% 66.6% 163 14.72% 1.4
Rice Partnership
3684
Rice Partnership
Hawaii
$318M +$35.8M +13% 9.25% 123% 137 24.82% 1.6
TCPWM
3685
Traverso Chambers Private Wealth Management
California
$317M +$21M +7% 4.49% 16.4% 107 0% 2.1
Financial Sense Advisors
3686
Financial Sense Advisors
California
$317M +$20M +7% 5.07% 152% 133 30.08% 1.3
First Sabrepoint Capital Management
3687
First Sabrepoint Capital Management
Texas
$317M +$9.22M +3% 7.98% 218% 38 36.84% 1.1
Gemsstock Ltd
3688
Gemsstock Ltd
United Kingdom
$317M +$137M +76% 11.7% 149% 21 57.14% 0.5
InterWest Venture Management
3689
InterWest Venture Management
California
$317M -$63.2M -17% 1.04% 57.6% 12 8.33% 3.2
CGN Advisors
3690
CGN Advisors
Kansas
$317M +$38.6M +14% 4.18% 48.9% 210 7.14% 0.5
REDW Wealth
3691
REDW Wealth
New Mexico
$316M +$18.4M +6% 5.69% 54.1% 118 7.63% 2.5
Matisse Capital
3692
Matisse Capital
Oregon
$316M -$30.9M -9% 9.73% 66.9% 171 16.96% 2
Brandywine Trust
3693
Brandywine Trust
Delaware
$316M -$2.58M -0.8% 3.56% 32.7% 32 3.13% 5.2
Lawson Kroeker Investment Management
3694
Lawson Kroeker Investment Management
Nebraska
$316M +$23.5M +8% 5.34% 69.7% 59 1.69% 6.2
One Wealth Advisors
3695
One Wealth Advisors
California
$316M +$55M +21% 6.27% 66% 189 23.28% 0.9
Diana Davis Spencer Foundation
3696
Diana Davis Spencer Foundation
Maryland
$316M +$6.26M +2% 2.05% 13.4% 3 0% 6.5
Texas Treasury Safekeeping Trust Company
3697
Texas Treasury Safekeeping Trust Company
Texas
$316M +$13.7M +5% 2.05% 43.7% 10 60% 1.1
Nepsis Inc
3698
Nepsis Inc
Minnesota
$316M -$165K -0.1% 6.17% 131% 30 6.67% 3.3
O'Dell Group
3699
O'Dell Group
Ohio
$316M +$30.1M +11% 6.11% 72.2% 85 18.82% 1.1
Nellore Capital Management
3700
Nellore Capital Management
California
$315M +$110M +54% 9.26% 73.8% 28 21.43% 0.4