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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)
InceptionR
3676
InceptionR
California
$432M +$97.7M +29% 7.08% 62.9% 889 71.09% 0.2
Manhattan West Asset Management
3677
Manhattan West Asset Management
California
$432M +$40.3M +10% 11.1% 65.6% 149 14.09% 2.2
Kettle Hill Capital Management
3678
Kettle Hill Capital Management
New York
$432M +$67.8M +19% 5.98% 37.4% 65 73.85% 0.3
Rockport Wealth
3679
Rockport Wealth
Ohio
$432M +$148M +52% 9.75% – 88 55.68% 0.4
Freshford Capital Management
3680
Freshford Capital Management
New York
$432M +$64.3M +18% 15.9% 97.3% 22 31.82% 0.6
AA
3681
Ashford Advisors
New York
$432M +$31.5M +8% 9.74% 66.5% 21 19.05% 3.2
Shelter Mutual Insurance
3682
Shelter Mutual Insurance
Missouri
$431M +$16.6M +4% 5.47% 51.2% 58 1.72% 6.6
PFA
3683
Professional Financial Advisors
Nebraska
$431M +$37.3M +9% 7.47% 59.2% 120 13.33% 2.6
MWM
3684
Mascoma Wealth Management
New Hampshire
$431M +$29.3M +7% 6.61% 43.7% 504 9.33% 3.4
Ackerman Capital Advisors
3685
Ackerman Capital Advisors
Texas
$431M +$51.9M +14% 6.53% 40.4% 123 20.33% 3.3
Second Line Capital
3686
Second Line Capital
Louisiana
$430M +$42.3M +11% 9.57% – 159 15.09% 1
Cherry Tree Wealth Management
3687
Cherry Tree Wealth Management
Minnesota
$430M +$15.6M +4% 5.45% 38.9% 769 22.89% 1.7
Aspire Private Capital
3688
Aspire Private Capital
North Carolina
$430M +$28.1M +7% 7.25% 49.6% 188 12.23% 3.8
MHR
3689
Matthew Hamilton Rosenberg
$430M +$31.2M +8% 7.05% 52% 865 9.25% 3.6
CMH Wealth Management
3690
CMH Wealth Management
New Hampshire
$430M +$30.5M +8% 11.3% 88% 60 18.33% 4.3
Gitterman Wealth Management
3691
Gitterman Wealth Management
New Jersey
$429M +$52.7M +14% 7.44% 33% 351 66.1% 0.6
TCOT
3692
Trust Company of Tennessee
Tennessee
$429M +$30.1M +8% 7.44% – 7 0% 0.9
Hedeker Wealth
3693
Hedeker Wealth
Illinois
$429M +$57M +15% 21.6% 161% 95 14.74% 2.8
Auxano Advisors
3694
Auxano Advisors
Washington
$428M +$50.9M +13% 11.6% 85.4% 170 8.82% 2.6
KC
3695
Keenan Capital
California
$428M -$6.66M -2% 6.5% 110% 10 20% 4.2
Poehling Capital Management
3696
Poehling Capital Management
Wisconsin
$428M +$33M +8% 5.78% 83% 147 19.05% 3.7
Valicenti Advisory Services
3697
Valicenti Advisory Services
New York
$428M +$39.2M +10% 12% 134% 75 8% 5.7
Castle Rock Wealth Management
3698
Castle Rock Wealth Management
California
$428M +$57.6M +16% 12.4% 115% 258 17.44% 2.9
Altrius Capital Management
3699
Altrius Capital Management
North Carolina
$428M +$16.4M +4% 1.82% 43.8% 88 6.82% 2.5
Kickstand Ventures
3700
Kickstand Ventures
New York
$428M +$39.5M +10% 8.43% 51.4% 125 25.6% 1.1