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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)
Inlet Private Wealth
3751
Inlet Private Wealth
Florida
$385M +$6.58M +2% 4.12% 111% 133 10.53% 4.3
Stonebrook Private
3752
Stonebrook Private
Michigan
$385M +$2.57M +0.7% 2.61% – 198 13.13% 1
Wexford Capital
3753
Wexford Capital
Florida
$385M -$242M -39% 1.19% 128% 305 62.3% 0.7
DCM
3754
Divisar Capital Management
California
$385M -$76.2M -17% 17.4% 194% 31 9.68% 3.7
Peavine Capital
3755
Peavine Capital
Nevada
$384M -$12.7M -3% 1.9% 30.8% 10 0% 5.6
McDonald Partners
3756
McDonald Partners
Ohio
$384M -$7.33M -2% 1.16% 102% 248 6.85% 2.8
WESPAC Advisors SoCal
3757
WESPAC Advisors SoCal
California
$384M -$58.2M -13% 2.69% 135% 118 28.81% 2.4
PT
3758
Plimoth Trust
Massachusetts
$384M -$5.49M -1% 0.9% 110% 165 6.67% 6
Privium Fund Management
3759
Privium Fund Management
Netherlands
$384M -$58.3M -13% 2.39% 465% 69 26.09% 1.7
VR Advisory Services
3760
VR Advisory Services
Cayman Islands
$383M -$16.7M -4% 10.4% 89.7% 33 15.15% 3.1
Diadema Partners
3761
Diadema Partners
New Jersey
$383M +$150M +64% 0.18% – 163 71.78% 0.1
SRFM
3762
Shannon River Fund Management
New York
$383M -$294M -43% 10.6% 554% 24 62.5% 1
PI
3763
Pennant Investors
New Jersey
$383M +$28.9M +8% 5.2% 372% 19 15.79% 2.1
Alliance Wealth Advisors (Utah)
3764
Alliance Wealth Advisors (Utah)
Utah
$383M -$4.38M -1% 0.42% 70.7% 280 17.14% 1.5
CPH
3765
C Partners Holding
Switzerland
$383M -$17.7M -4% 3.59% 25.6% 13 15.38% 4.9
L.M. Kohn & Company
3766
L.M. Kohn & Company
Ohio
$383M -$3.56M -0.9% 3.3% 97.9% 287 13.59% 2
Cliffwater
3767
Cliffwater
California
$383M -$26.2M -6% 0.33% 29.4% 23 17.39% 3.9
Catalyst Funds Management
3768
Catalyst Funds Management
Australia
$382M -$26.8M -7% 3.7% – 611 78.07% 0.2
Stamos Capital Partners
3769
Stamos Capital Partners
California
$382M -$43.8M -10% 1.42% 36.7% 142 12.68% 2.2
Harvey Capital Management
3770
Harvey Capital Management
Florida
$382M -$42.7M -10% 6.11% 147% 85 14.12% 4.5
Bank of New Hampshire
3771
Bank of New Hampshire
New Hampshire
$382M -$6.54M -2% 0.64% 96.5% 475 7.79% 2.9
Hourglass Capital
3772
Hourglass Capital
Texas
$382M +$19.6M +5% 1.3% 94.4% 112 8.04% 5.5
Rothschild Capital Partners
3773
Rothschild Capital Partners
New York
$382M -$30.2M -7% 2.1% 90.8% 102 19.61% 2.2
Morton Community Bank
3774
Morton Community Bank
Illinois
$382M +$3.45M +0.9% 3.08% – 115 9.57% 1.1
Broadleaf Partners
3775
Broadleaf Partners
Ohio
$382M -$46.2M -11% 6.77% 180% 85 16.47% 3.8