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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)
NC
3826
Nokomis Capital
Texas
$327M +$42.1M +15% 19.2% 145% 61 37.7% 2.1
New World Advisors
3827
New World Advisors
Massachusetts
$326M +$39.6M +14% 6.7% 84.1% 71 21.13% 1.7
Inlet Private Wealth
3828
Inlet Private Wealth
Florida
$326M +$22.2M +7% 10.1% 111% 122 7.38% 3.8
Doliver Advisors
3829
Doliver Advisors
Texas
$326M -$6.15M -2% 1.34% 92.3% 153 11.76% 3.3
Montgomery Investment Management
3830
Montgomery Investment Management
Maryland
$325M +$35.3M +12% 14.9% 105% 89 4.49% 6.7
GWM
3831
GSB Wealth Management
Connecticut
$325M +$26.6M +9% 8.21% 69.8% 209 9.09% 2.4
MHR
3832
Matthew Hamilton Rosenberg
$325M +$24.9M +8% 7.56% 52% 973 9.04% 2.5
Schwarz Dygos Wheeler Investment Advisors
3833
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325M +$29.9M +10% 8.83% 74% 147 6.8% 2.9
Firestone Capital Management
3834
Firestone Capital Management
Florida
$325M +$32.2M +11% 10% 56.9% 134 8.21% 2.8
Adams Street Partners
3835
Adams Street Partners
Illinois
$325M +$38.3M +13% 54.3% 399% 20 60% 2.7
RS Crum Inc
3836
RS Crum Inc
California
$324M +$45.9M +16% 8.97% 54.2% 82 7.32% 1.5
Wolff Financial Management
3837
Wolff Financial Management
Michigan
$324M +$30.9M +11% 9.11% 56.7% 98 4.08% 1.5
Whalerock Point Partners
3838
Whalerock Point Partners
Rhode Island
$323M +$34.8M +12% 11.1% 103% 170 9.41% 5
Shakespeare Wealth Management
3839
Shakespeare Wealth Management
Wisconsin
$323M +$38M +13% 10.1% 55.5% 84 8.33% 3.6
NFC Investments
3840
NFC Investments
Tennessee
$323M – – 10.1% – 31 – 5.9
Dumont & Blake Investment Advisors
3841
Dumont & Blake Investment Advisors
New Jersey
$323M +$27.6M +9% 10.4% 86.1% 203 7.39% 6.4
EdenTree Asset Management
3842
EdenTree Asset Management
United Kingdom
$323M +$68M +27% 12.3% 50.2% 77 12.99% 0.4
WPWealth
3843
WPWealth
Texas
$323M +$61.7M +24% 8.35% 38.2% 64 10.94% 0.7
First Commonwealth Financial Corp
3844
First Commonwealth Financial Corp
Pennsylvania
$323M +$23.7M +8% 11.5% 72.9% 173 5.2% 4.7
Sunburst Financial Group
3845
Sunburst Financial Group
Alabama
$323M +$39.6M +14% 8.72% 55.7% 105 18.1% 2.4
Greenlea Lane Capital Management
3846
Greenlea Lane Capital Management
Connecticut
$323M +$43.8M +16% 16.8% 99.7% 10 10% 2.5
Shikiar Asset Management
3847
Shikiar Asset Management
New York
$323M +$35.4M +12% 13.9% 117% 80 16.25% 4.3
Waypoint Wealth Partners
3848
Waypoint Wealth Partners
California
$322M +$34.4M +12% 9.81% 52.1% 86 27.91% 1.7
Source Financial Advisors
3849
Source Financial Advisors
New York
$322M +$25.8M +9% 17% 18.5% 128 9.38% 2
First Reserve GP XIII
3850
First Reserve GP XIII
Connecticut
$322M -$7.71M -2% 1.64% 5.56% 2 100% 0