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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)
Progressive Investment Management
3751
Progressive Investment Management
Oregon
$155M +$5.78M +4% 6.41% 126% 37 2.7% 3.1
ETF Portfolio Partners
3752
ETF Portfolio Partners
Kansas
$155M +$3.77M +2% 1.02% 50.2% 24 4.17% 2.5
CAN
3753
Claraphi Advisory Network
United States
$155M +$13.9M +10% 4.12% 88.3% 295 22.71% 0.4
Rossmore Private Capital
3754
Rossmore Private Capital
Connecticut
$155M +$56.1M +57% 3.56% 75.4% 119 24.37% 0.4
BCH
3755
Berkshire Capital Holdings
California
$155M +$42.9M +38% 21% 2,748% 33 33.33% 0.2
Punch Card Management
3756
Punch Card Management
Florida
$155M -$897K -0.6% 0.65% 41% 5 20% 2
LB
3757
Landmark Bank
Missouri
$154M – – 1.86% – 88 – 0
KHP Capital
3758
KHP Capital
Oklahoma
$154M +$9.8M +7% 0.75% – 187 15.51% 0.3
Darwin Wealth Management
3759
Darwin Wealth Management
Florida
$154M +$15.7M +11% 2.71% 56.8% 134 17.16% 1.1
Stableford Capital II
3760
Stableford Capital II
Arizona
$154M +$11.6M +8% 3.46% 66.9% 102 13.73% 1.1
Clearline Capital
3761
Clearline Capital
New York
$154M +$45.6M +42% 5.38% 57.4% 68 70.59% 0.2
FC Advisory
3762
FC Advisory
Pennsylvania
$154M +$964K +0.6% 1.34% 46.6% 50 16% 2.3
Delta Capital Management
3763
Delta Capital Management
New Jersey
$154M +$1.03M +0.7% 1.42% 129% 74 14.86% 3.3
Timber Creek Capital Management
3764
Timber Creek Capital Management
Massachusetts
$154M -$4.78M -3% 2.02% 139% 125 0.8% 3.5
Raine Capital
3765
Raine Capital
New York
$154M +$30.2M +24% 0.92% 119% 16 12.5% 1.7
Boltwood Capital Management
3766
Boltwood Capital Management
California
$154M +$7.48M +5% 2.17% 63% 128 9.38% 3.3
Wolf Group Capital Advisors
3767
Wolf Group Capital Advisors
Virginia
$154M +$2.43M +2% 1.5% 28.2% 107 17.76% 1.8
HA
3768
Havens Advisors
New York
$153M +$22.7M +17% 6.01% 460% 46 63.04% 0.2
PCC
3769
Park Circle Company
Maryland
$153M -$8.58M -5% 3.45% 70.5% 90 18.89% 1.9
SC
3770
Sawyer & Company
Massachusetts
$153M +$4.95M +3% 3.73% 111% 201 2.49% 0.5
MAS
3771
Managed Account Services
Florida
$153M +$347K +0.2% 1.19% 32.4% 74 16.22% 1.2
Stokes Capital Advisors
3772
Stokes Capital Advisors
South Carolina
$153M +$126K +0.1% 3.25% 61.3% 91 4.4% 0.5
Clear Investment Research
3773
Clear Investment Research
Georgia
$153M $0 0% 0.43% 48.5% 60 0% 1.8
Smart Portfolios LLC
3774
Smart Portfolios LLC
Washington
$153M -$106K -0.1% 0.92% 41.3% 124 12.1% 0.4
Winthrop Advisory Group
3775
Winthrop Advisory Group
Massachusetts
$153M +$10.5M +7% 2.92% 78.3% 85 12.94% 0.5