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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)
CWM
3876
Cordatus Wealth Management
Pennsylvania
$364M -$14.8M -4% 2.23% 108% 165 23.64% 0.9
Kettle Hill Capital Management
3877
Kettle Hill Capital Management
New York
$364M -$96.1M -21% 6.77% 37.4% 60 71.67% 0.4
MI
3878
M3F Inc
Utah
$364M +$17.9M +5% 4.84% 139% 33 18.18% 3.5
Little House Capital
3879
Little House Capital
Massachusetts
$364M +$13.8M +4% 1.55% 118% 151 41.06% 2.1
Fairvoy Private Wealth
3880
Fairvoy Private Wealth
Alabama
$364M -$12.2M -3% 0.5% – 190 18.95% 0.2
GoalVest Advisory
3881
GoalVest Advisory
New York
$364M -$917K -0.3% 2.59% 94.8% 557 42.19% 1.4
Berkeley Capital Partners
3882
Berkeley Capital Partners
Georgia
$364M +$3.91M +1% 0.39% 62.8% 182 12.64% 4.2
Madrona Financial Services
3883
Madrona Financial Services
Washington
$364M -$3.54M -1% 4.55% 85.1% 117 12.82% 2.9
Advanced Asset Management Advisors
3884
Advanced Asset Management Advisors
Ohio
$364M -$18.1M -5% 0.04% 93.6% 91 14.29% 4.7
PhiloSmith Capital
3885
PhiloSmith Capital
Connecticut
$364M +$10.7M +3% 6.55% 47% 23 0% 6.9
Winthrop Capital Management
3886
Winthrop Capital Management
Indiana
$364M -$12.2M -3% 0.74% 68.1% 376 21.81% 0.5
L1 Capital International
3887
L1 Capital International
Australia
$363M +$37.9M +12% 0.34% – 21 23.81% 1
Tenere Capital
3888
Tenere Capital
New York
$363M -$14.1M -4% 10.2% 131% 26 30.77% 1
Noble Family Wealth
3889
Noble Family Wealth
Florida
$363M +$114K +0% 0.57% 60% 62 3.23% 1.9
Anatole Investment Management
3890
Anatole Investment Management
Hong Kong
$363M +$146M +67% 17.3% 3,486% 24 87.5% 0.1
MilWealth Group
3891
MilWealth Group
Wisconsin
$363M -$3.39M -0.9% 0.81% 39.6% 96 29.17% 4.4
Sycale Advisors
3892
Sycale Advisors
New York
$363M -$22.8M -6% 0.17% 31.5% 28 39.29% 0.7
Rosenblum Silverman Sutton
3893
Rosenblum Silverman Sutton
California
$363M -$35.2M -9% 6.55% 90.1% 76 3.95% 5.7
Foursixthree Capital
3894
Foursixthree Capital
New York
$363M +$75.1M +26% 1.31% – 33 57.58% 0.4
Mayport LLC
3895
Mayport LLC
Massachusetts
$363M +$23.3M +7% 2.02% 57% 94 14.89% 2.1
Paradiem
3896
Paradiem
Louisiana
$363M -$9.8M -3% 1.72% 107% 58 20.69% 2.4
Bayberry Capital Partners
3897
Bayberry Capital Partners
New York
$363M +$100M +38% 4.85% 99.7% 25 48% 0.5
Copperwynd Financial
3898
Copperwynd Financial
Arizona
$363M +$158K +0% 2.62% 90% 158 22.78% 3.4
SC
3899
Saybrook Capital
North Carolina
$362M -$12.1M -3% 0.43% 72.5% 45 4.44% 8.1
Oakwell Private Wealth Management
3900
Oakwell Private Wealth Management
Texas
$362M +$5.51M +2% 2.4% 68.2% 75 29.33% 2.5