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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)
KS
3676
Karpas Strategies
Connecticut
$285M +$21.3M +8% 9.27% 16.1% 118 5.08% 6.6
WESCAP Management Group
3677
WESCAP Management Group
California
$285M +$22.9M +9% 8.67% 45.7% 92 6.52% 3.8
Flagstar Advisors
3678
Flagstar Advisors
New York
$285M +$18.3M +7% 7.36% 81.9% 284 46.13% 1
Seven Post Investment Office
3679
Seven Post Investment Office
California
$284M +$27.4M +11% 4.01% 44.4% 56 23.21% 2.4
Aprio Wealth Management
3680
Aprio Wealth Management
Georgia
$284M +$35.3M +14% 7.73% 66.1% 129 20.93% 1.2
Essex Savings Bank
3681
Essex Savings Bank
Connecticut
$284M +$32.6M +13% 12.7% 95.2% 227 11.45% 2.8
Rainey & Randall Wealth Advisors
3682
Rainey & Randall Wealth Advisors
Florida
$284M +$25.2M +10% 5.15% 52.3% 51 27.45% 2.5
Hourglass Capital
3683
Hourglass Capital
Texas
$284M +$20.1M +8% 16.2% 94.4% 115 20.87% 4.7
Sicart Associates
3684
Sicart Associates
New York
$284M +$1.65M +0.6% 9.76% 113% 80 11.25% 3.4
Keywise Capital Management (HK)
3685
Keywise Capital Management (HK)
Hong Kong
$283M +$73.7M +35% 43.9% 684% 18 55.56% 0.7
RB Capital Management
3686
RB Capital Management
Nevada
$283M +$22.2M +9% 7.05% 79.4% 179 6.7% 3.5
Adams Wealth Management
3687
Adams Wealth Management
Utah
$283M +$16M +6% 4.33% 105% 98 12.24% 1.7
ValueWorks
3688
ValueWorks
New York
$283M +$38.2M +16% 31.5% 190% 38 7.89% 4
AGUR Provident & Training Funds Management
3689
AGUR Provident & Training Funds Management
Israel
$283M +$275M +3,623% 6.97% – 17 88.24% 0.8
O'Dell Group
3690
O'Dell Group
Ohio
$283M +$6.43M +2% 9.34% 72.2% 443 83.75% 2.2
Alpha DNA Investment Management
3691
Alpha DNA Investment Management
Maryland
$283M +$162M +135% 12.8% 134% 215 63.26% 0.3
Donoghue Forlines
3692
Donoghue Forlines
Massachusetts
$283M +$5.66M +2% 8.47% 199% 280 36.79% 1
Woodard & Company Asset Management Group
3693
Woodard & Company Asset Management Group
North Carolina
$282M +$65.3M +30% 9.03% 84.8% 104 11.54% 2.4
Dumont & Blake Investment Advisors
3694
Dumont & Blake Investment Advisors
New Jersey
$282M +$15.3M +6% 8.97% 86.1% 198 7.58% 6.1
SPC
3695
Stony Point Capital
New York
$282M +$5.16M +2% 6.42% 208% 41 29.27% 0.7
Roof Eidam Maycock Peralta (REMP)
3696
Roof Eidam Maycock Peralta (REMP)
California
$282M +$14.2M +5% 7.29% 62.3% 126 23.02% 4.4
UAM
3697
UAS Asset Management
New York
$282M -$34.5M -11% 5.73% 98% 21 47.62% 2.1
EnCap Energy Capital Fund XI
3698
EnCap Energy Capital Fund XI
Texas
$282M +$37.9M +16% 15.5% 21% 1 0% 0.3
Montgomery Investment Management
3699
Montgomery Investment Management
Maryland
$282M +$37.5M +15% 17.2% 105% 83 4.82% 6.6
Goehring & Rozencwajg Associates
3700
Goehring & Rozencwajg Associates
New York
$281M – – 9.82% 148% 47 – 0