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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)
PT
3676
Plimoth Trust
Massachusetts
$375M +$28.8M +8% 10.6% 110% 159 1.89% 5.3
Waller Financial Planning Group
3677
Waller Financial Planning Group
Ohio
$375M -$5.08M -1% 4.67% 47.5% 65 9.23% 3.5
JHCM
3678
Juniper Hill Capital Management
California
$375M +$13.4M +4% 4.04% 33.6% 4 0% 1.8
Mason & Associates (California)
3679
Mason & Associates (California)
California
$375M +$34.6M +10% 6.68% 68.5% 117 35.04% 1.2
P/E Global LLC
3680
P/E Global LLC
Massachusetts
$375M -$295M -44% 5.48% 49% 3 66.67% 0.7
Privium Fund Management
3681
Privium Fund Management
Netherlands
$374M +$15.5M +4% 11.2% 465% 131 23.66% 1.2
RV Capital
3682
RV Capital
Switzerland
$374M +$28.7M +8% 26.6% 250% 8 25% 3.1
UAM
3683
UAS Asset Management
New York
$374M -$19.4M -5% 14.3% 98% 23 47.83% 3.5
Newman Dignan & Sheerar Inc
3684
Newman Dignan & Sheerar Inc
Rhode Island
$374M +$42.8M +13% 8.69% 82.6% 192 17.71% 5.6
PWM
3685
Praetorian Wealth Management
California
$374M +$28.1M +8% 6.69% 60.4% 59 40.68% 3
First Sabrepoint Capital Management
3686
First Sabrepoint Capital Management
Texas
$374M +$70.4M +23% 12.7% 218% 59 52.54% 0.5
Poehling Capital Management
3687
Poehling Capital Management
Wisconsin
$373M +$57.5M +18% 9.29% 83% 133 8.27% 3.4
MIC
3688
Maxi Investments CY
Cyprus
$373M +$17.7M +5% 8.84% 83.2% 127 69.29% 0.6
JFG Wealth Management
3689
JFG Wealth Management
Colorado
$373M +$24.7M +7% 5.92% 65.2% 83 30.12% 1.3
AW
3690
Avion Wealth
Texas
$373M +$16.2M +5% 5.01% 48.8% 1,255 18.65% 1.5
CH
3691
Canton Hathaway
Rhode Island
$372M +$40.5M +12% 12.8% 87.8% 267 18.73% 2.7
Financial Strategies Group
3692
Financial Strategies Group
Michigan
$372M +$22.4M +6% 6.59% 44.9% 85 15.29% 2.5
Noked Israel
3693
Noked Israel
Israel
$372M -$6.98M -2% 17.9% 265% 32 34.38% 1.2
Enstar Group
3694
Enstar Group
Bermuda
$372M +$30.7M +9% 11.7% 29.5% 7 0% 3.2
Kozak & Associates
3695
Kozak & Associates
Colorado
$372M +$56.5M +18% 14.3% 111% 440 25.23% 1.9
Overbrook Management Corp
3696
Overbrook Management Corp
New York
$372M -$123M -25% 15.2% 157% 76 34.21% 4.5
Vantage Financial Partners (Wisconsin)
3697
Vantage Financial Partners (Wisconsin)
Wisconsin
$372M +$31.1M +9% 6.18% 53.8% 149 14.77% 1
Cyrus Capital Partners
3698
Cyrus Capital Partners
New York
$371M -$47.6M -11% 3.38% 163% 9 22.22% 3.6
REDW Wealth
3699
REDW Wealth
New Mexico
$371M +$22.3M +6% 6.2% 59.1% 167 11.98% 3.2
Chemistry Wealth Management
3700
Chemistry Wealth Management
New York
$371M +$39.9M +12% 8.44% 77.1% 167 9.58% 1.6