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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)
Lisanti Capital Growth
3701
Lisanti Capital Growth
New York
$395M -$21.2M -5% 24% 1,490% 152 48.03% 0.5
Wealth Dimensions Group
3702
Wealth Dimensions Group
Ohio
$395M +$44M +13% 7.05% 57.1% 148 5.41% 2.9
Sterling Investment Advisors (Pennsylvania)
3703
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395M +$24.6M +7% 8.23% 111% 154 12.99% 4.7
Flagstar Advisors
3704
Flagstar Advisors
New York
$395M +$29.5M +8% 6.42% 81.9% 209 7.18% 2
Trustees of Dartmouth College
3705
Trustees of Dartmouth College
New Hampshire
$395M -$154M -28% 4.13% 52.5% 5 0% 2.1
L.M. Kohn & Company
3706
L.M. Kohn & Company
Ohio
$394M +$25.1M +7% 6.41% 97.9% 310 21.94% 1.6
Sunburst Financial Group
3707
Sunburst Financial Group
Alabama
$394M +$25.7M +7% 5.6% 55.7% 115 5.22% 2.8
Inlet Private Wealth
3708
Inlet Private Wealth
Florida
$394M +$28.7M +8% 8.53% 111% 133 5.26% 3.9
CCP
3709
Camelot Capital Partners
California
$394M +$92.3M +31% 36.2% – 3 0% 1.9
MM
3710
Meridian Management
Arkansas
$394M +$29.6M +8% 8.5% 57.8% 101 11.88% 5.1
Great Diamond Partners
3711
Great Diamond Partners
Maine
$394M -$32M -8% 6.35% 86.1% 225 19.56% 3
Roof Eidam Maycock Peralta (REMP)
3712
Roof Eidam Maycock Peralta (REMP)
California
$393M +$24.4M +7% 5.69% 62.3% 130 11.54% 4.4
NVWM LLC
3713
NVWM LLC
Pennsylvania
$393M +$17.4M +5% 5.63% 119% 696 14.66% 2.3
SC
3714
Stephens Consulting
Michigan
$392M +$40.2M +11% 6.05% 50.1% 674 26.71% 2.1
Kickstand Ventures
3715
Kickstand Ventures
New York
$392M +$26.7M +7% 5.17% 51.4% 93 19.35% 0.7
Owls Nest Partners IA
3716
Owls Nest Partners IA
Pennsylvania
$392M +$41.8M +12% 24.6% 105% 19 26.32% 2.1
O'Neil Global Advisors
3717
O'Neil Global Advisors
California
$392M +$179M +84% 16.6% 1,833% 85 75.29% 0.2
HEC
3718
Hudson Executive Capital
New York
$392M +$25M +7% 8.13% 127% 4 0% 4.5
Intellectus Partners
3719
Intellectus Partners
California
$391M +$24.9M +7% 6.91% 157% 285 14.04% 3.5
PTB
3720
Pioneer Trust Bank
Oregon
$391M +$20.6M +6% 7.44% 61.4% 77 2.6% 7.6
Poehling Capital Management
3721
Poehling Capital Management
Wisconsin
$391M +$25.6M +7% 6.61% 83% 138 8.7% 3.5
Rosenblum Silverman Sutton
3722
Rosenblum Silverman Sutton
California
$391M +$17.5M +5% 6.08% 90.1% 80 10% 5.3
GWM
3723
GSB Wealth Management
Connecticut
$391M +$24.3M +7% 7% 61.8% 241 13.28% 2.7
HPC
3724
Hobart Private Capital
North Carolina
$391M +$39.3M +11% 5.25% 60% 88 17.05% 1.1
Brilliance Asset Management
3725
Brilliance Asset Management
Hong Kong
$391M -$7.44M -2% 15.1% 39.2% 15 40% 1.1