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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)
Paragon Wealth Strategies
3776
Paragon Wealth Strategies
Florida
$201M +$14.3M +8% 5.51% 59.8% 50 22% 1.4
LA
3777
Lau Associates
Delaware
$201M +$11.8M +6% 9.37% 44.5% 99 8.08% 3.4
Nixon Peabody Trust
3778
Nixon Peabody Trust
Massachusetts
$201M +$13M +7% 8.26% 101% 78 5.13% 2.8
CWM
3779
Cordatus Wealth Management
Pennsylvania
$201M +$9.31M +5% 8.12% 108% 131 17.56% 0.7
MKC
3780
M. Kraus & Co
Vermont
$201M +$16.3M +9% 5.75% 65.9% 49 6.12% 4.3
Squar Milner Financial Services
3781
Squar Milner Financial Services
California
$200M +$4.48M +2% 7.62% – 895 77.09% 0.4
Roanoke Asset Management
3782
Roanoke Asset Management
New Jersey
$200M -$13.7M -6% 9.39% 50.3% 108 10.19% 4.2
Citizens & Northern Corp
3783
Citizens & Northern Corp
Pennsylvania
$200M +$16.6M +9% 7.74% 73.3% 108 5.56% 3.9
Reliant Wealth Planning
3784
Reliant Wealth Planning
Kentucky
$200M – – 6.67% 39.4% 8 – 0
Context Capital Management
3785
Context Capital Management
California
$200M +$23.1M +13% 1.2% 3.38% 111 26.13% 0.6
Selkirk Management
3786
Selkirk Management
New Jersey
$200M +$22.3M +13% 20.5% 245% 22 27.27% 3.5
Waller Financial Planning Group
3787
Waller Financial Planning Group
Ohio
$200M +$10.7M +6% 7.27% 47.5% 47 14.89% 0.9
O'Dell Group
3788
O'Dell Group
Ohio
$199M +$20.8M +12% 8.11% 72.2% 65 16.92% 1.6
Institutional Venture Management XIV
3789
Institutional Venture Management XIV
California
$199M +$476K +0.2% 20.1% 18.1% 5 20% 1.3
Blue Whale Capital
3790
Blue Whale Capital
United Kingdom
$199M – – 12.2% 409% 16 – 0
SimplyRich
3791
SimplyRich
California
$199M +$15.9M +9% 8.01% 98.3% 159 8.18% 1.1
Graticule Asia Macro Advisors
3792
Graticule Asia Macro Advisors
New York
$199M -$1.09B -85% 6.63% – 95 88.42% 0.5
Rainwater Charitable Foundation
3793
Rainwater Charitable Foundation
Texas
$199M +$8.6M +5% 8.29% 44% 5 40% 0.8
NAH
3794
Neumann Advisory (HK)
Hong Kong
$198M +$27.2M +16% 18.8% 77.3% 12 16.67% 1.6
Versant Capital Management
3795
Versant Capital Management
Arizona
$198M -$14.8M -7% 7.67% 97.3% 1,752 11.82% 3.1
Robertson Stephens Wealth Management
3796
Robertson Stephens Wealth Management
California
$198M +$749K +0.4% 9.93% 109% 123 17.07% 0.6
Constellation Investimentos e Participacoes
3797
Constellation Investimentos e Participacoes
Brazil
$198M +$19.3M +11% 10% 172% 5 40% 0.5
Stokes Capital Advisors
3798
Stokes Capital Advisors
South Carolina
$198M +$13.1M +7% 4.84% 61.3% 77 11.69% 1.7
Canal Capital Management
3799
Canal Capital Management
Virginia
$198M +$31.5M +19% 9% 67.8% 130 23.85% 2.4
Algebris (UK)
3800
Algebris (UK)
United Kingdom
$198M +$16.3M +9% 7.33% 24.5% 40 67.5% 0.4