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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)
Caldera Capital
3876
Caldera Capital
Texas
$157M +$46.5M +42% 23.6% 84.5% 24 45.83% 0.6
Prentiss Smith & Co
3877
Prentiss Smith & Co
Vermont
$157M -$1.52M -1% 14.9% 67.4% 66 15.15% 4
WealthBridge Capital Management
3878
WealthBridge Capital Management
Ohio
$157M +$25.8M +20% 13.1% 89.4% 1,120 20.54% 0.2
Bellecapital
3879
Bellecapital
Switzerland
$157M +$16.9M +12% 14.2% 152% 125 24% 1.5
Forefront Analytics
3880
Forefront Analytics
Pennsylvania
$157M -$23.5M -13% 8.23% 50.9% 42 4.76% 1.1
Cooper/Haims Advisors
3881
Cooper/Haims Advisors
New York
$157M +$12.2M +8% 10.7% 53.1% 62 12.9% 1
Quilter Investors
3882
Quilter Investors
United Kingdom
$157M +$8.81M +6% 14.7% – 21 0% 0.3
SM
3883
Saya Management
New York
$157M -$5.32M -3% 18.4% 34.8% 15 66.67% 0.5
Courant Investment Management
3884
Courant Investment Management
Tennessee
$157M +$19M +14% 9.2% 35.2% 13 7.69% 1.4
Bedel Financial Consulting
3885
Bedel Financial Consulting
Indiana
$157M +$17.8M +13% 12.3% 104% 748 6.95% 0.9
North Run Capital
3886
North Run Capital
Massachusetts
$157M +$23.8M +18% 21.5% 19.4% 28 53.57% 1
1C
3887
1060 Capital
Colorado
$157M -$60.4M -28% 17.7% 301% 33 78.79% 0.1
PGF
3888
Pelham Global Financials
United Kingdom
$157M +$1.18M +0.8% 42.5% 24.5% 9 22.22% 0.9
Parisi Gray Wealth Management
3889
Parisi Gray Wealth Management
New Jersey
$157M +$8.98M +6% 13.9% 137% 601 15.31% 1.1
Neumann Capital Management
3890
Neumann Capital Management
California
$156M +$23.6M +18% 12.1% 89.9% 73 4.11% 3.7
Totem Point Management
3891
Totem Point Management
New York
$156M +$23.1M +17% 29.2% 577% 19 31.58% 0.2
Ellenbecker Investment Group
3892
Ellenbecker Investment Group
Wisconsin
$156M +$27.7M +22% 11.4% 56.3% 55 12.73% 1
HHM Wealth Advisors
3893
HHM Wealth Advisors
Tennessee
$156M +$19.9M +15% 12.6% 62.3% 74 17.57% 0.2
Kingfisher Capital
3894
Kingfisher Capital
North Carolina
$156M +$15.7M +11% 11.2% 58.5% 140 19.29% 2.8
Quantinno Capital Management
3895
Quantinno Capital Management
New York
$156M +$33.3M +27% 19% 119% 506 61.86% 0.1
RCM
3896
RVB Capital Management
New York
$156M +$12.4M +9% 15.7% 10.4% 51 56.86% 0.4
Sage Capital Advisors
3897
Sage Capital Advisors
South Dakota
$156M +$23M +17% 11.6% 105% 100 21% 1.2
Ullmann Wealth Partners Group
3898
Ullmann Wealth Partners Group
Florida
$156M +$20.1M +15% 12.6% 62.2% 69 20.29% 1.3
North Peak Capital Management
3899
North Peak Capital Management
New York
$155M +$36.2M +30% 33.8% 301% 15 53.33% 0.2
Schoolcraft Capital
3900
Schoolcraft Capital
Colorado
$155M – – 12.7% 58.7% 45 – 0