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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)
Schwarz Dygos Wheeler Investment Advisors
3951
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$273M -$1.95M -0.7% 2.22% 74% 139 11.51% 1.7
Blume Capital Management
3952
Blume Capital Management
California
$273M -$19K -0% 1.57% 102% 316 12.34% 3.5
Summit Wealth & Retirement Planning
3953
Summit Wealth & Retirement Planning
California
$273M +$2.92M +1% 1.19% 67.6% 90 17.78% 1.6
KB Financial Partners
3954
KB Financial Partners
New Jersey
$273M +$8.62M +3% 0.47% – 611 73.65% 0.5
NME
3955
Notis-McConarty Edward
$273M +$2.74M +1% 0.21% 91.2% 101 2.97% 5.7
Bregal Sagemount I
3956
Bregal Sagemount I
Jersey
$273M -$127M -32% 16.3% 71.3% 1 0% 0.8
Bregal Investments
3957
Bregal Investments
New York
$273M -$127M -32% 16.3% – 1 0% 0.8
Bregal North America General Partner Jersey
3958
Bregal North America General Partner Jersey
Jersey
$273M -$127M -32% 16.3% 71.3% 1 0% 0.8
AA
3959
Ashford Advisors
New York
$273M +$9.46M +4% 0.09% 75.4% 11 0% 0.7
Stonebridge Capital Management
3960
Stonebridge Capital Management
California
$273M -$2.6M -0.9% 0.42% – 104 4.81% 5.8
Shepherd Kaplan Krochuk
3961
Shepherd Kaplan Krochuk
Massachusetts
$272M -$8.26M -3% 0.7% 38.5% 205 10.24% 2.4
MYCIO Wealth Partners
3962
MYCIO Wealth Partners
Pennsylvania
$272M +$26.2M +11% 5.48% 69.3% 46 17.39% 4.1
KSCM
3963
Key Square Capital Management
Connecticut
$272M -$257M -49% 3.95% 50.2% 40 82.5% 0.3
Pinpoint Asset Management
3964
Pinpoint Asset Management
Hong Kong
$272M -$139M -34% 10.7% 185% 44 61.36% 0.4
Roof Eidam Maycock Peralta (REMP)
3965
Roof Eidam Maycock Peralta (REMP)
California
$272M +$3.87M +1% 0.57% 62.3% 107 9.35% 3.9
Matisse Capital
3966
Matisse Capital
Oregon
$272M -$44.4M -14% 1.95% 73.3% 173 27.75% 2
Centric Wealth Management
3967
Centric Wealth Management
Illinois
$272M -$17.2M -6% 4.11% 44.4% 156 5.13% 1.4
Ashburton (Jersey)
3968
Ashburton (Jersey)
Jersey
$272M -$9.5M -3% 0.16% – 43 0% 2.8
Hemington Wealth Management
3969
Hemington Wealth Management
Virginia
$272M +$36.9M +16% 0.96% 76.1% 99 11.11% 0.6
Abacus Wealth Partners
3970
Abacus Wealth Partners
California
$272M +$16.2M +6% 1.69% 46% 124 13.71% 0.6
Stanley Capital Management
3971
Stanley Capital Management
Texas
$271M +$8.32M +3% 1.2% 158% 44 4.55% 2.9
ARG
3972
Advisory Resource Group
Oklahoma
$271M +$21.3M +9% 1.33% 72% 167 39.52% 1.1
Boyd Watterson Asset Management
3973
Boyd Watterson Asset Management
Ohio
$271M +$23.4M +9% 0.73% 101% 155 10.97% 3.9
Yorktown Energy Partners XI
3974
Yorktown Energy Partners XI
New York
$271M +$189M +230% 27.4% 105% 3 33.33% 1.7
Sutton Wealth Advisors
3975
Sutton Wealth Advisors
Florida
$271M -$2.72M -1% 0.33% 40.9% 1,350 7.7% 3.6