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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)
VM
3951
Venator Management
Pennsylvania
$242M -$72.2M -23% 23.2% 101% 34 38.24% 0.9
Thomas J. Herzfeld Advisors
3952
Thomas J. Herzfeld Advisors
Florida
$241M -$25.4M -10% 12% 17.7% 346 12.72% 2.5
Horizon Wealth Management
3953
Horizon Wealth Management
Illinois
$241M -$80.4M -25% 17.5% 97.2% 124 24.19% 0.4
RG
3954
Retirement Group
California
$241M -$17.6M -7% 14.2% 33.7% 847 6.02% 1.6
Forest Hill Capital
3955
Forest Hill Capital
Arkansas
$241M -$137M -36% 14.7% 112% 52 21.15% 4
Diversified
3956
Diversified
Delaware
$241M -$4.57M -2% 14.5% 34.4% 117 15.38% 1.3
High Net Worth Advisory Group
3957
High Net Worth Advisory Group
Florida
$241M -$34.1M -12% 11.6% 75.7% 743 15.48% 0.4
SimplyRich
3958
SimplyRich
California
$241M -$45M -16% 12.1% 98.3% 171 7.6% 2.6
CIM
3959
CIM Investment Management
Pennsylvania
$241M -$55.3M -19% 17.4% 123% 264 17.8% 2.8
Medicxi Ventures Management
3960
Medicxi Ventures Management
Jersey
$241M -$128M -35% 31.9% 505% 7 14.29% 1.8
Atticus Wealth Management
3961
Atticus Wealth Management
Florida
$241M -$33.1M -12% 12.6% 73.9% 660 12.73% 1.2
Element Pointe Advisors
3962
Element Pointe Advisors
Florida
$241M -$56M -19% 15% 75.1% 92 32.61% 1.9
CA
3963
Crumly & Associates
Illinois
$241M -$26.1M -10% 13.3% 58.1% 122 24.59% 1.3
D. Scott Neal
3964
D. Scott Neal
Kentucky
$240M -$11.3M -4% 1.79% 105% 70 21.43% 2.3
Pathway Financial Advisors
3965
Pathway Financial Advisors
Vermont
$240M -$26.9M -10% 13% 52.7% 149 18.12% 2.9
NME
3966
Notis-McConarty Edward
$240M -$40.2M -14% 12.2% 91.2% 104 4.81% 6.2
Asset Allocation & Management Company
3967
Asset Allocation & Management Company
Illinois
$240M -$38.9M -14% 9.73% 58.5% 121 4.13% 1
Holderness Investments Company
3968
Holderness Investments Company
North Carolina
$240M -$60.4M -20% 13.5% 144% 217 11.98% 4.6
ETI
3969
Enterprise Trust & Investment
California
$240M -$40M -14% 16.2% 58.6% 372 51.34% 1.2
HGI Capital Management
3970
HGI Capital Management
New York
$239M -$84.7M -26% 17.4% 47% 80 76.25% 0.6
Carderock Capital Management
3971
Carderock Capital Management
Maryland
$239M -$70.2M -23% 14.7% 97.6% 72 6.94% 5.4
O'Brien Wealth Partners
3972
O'Brien Wealth Partners
Massachusetts
$239M -$12.6M -5% 14.7% 56.7% 67 23.88% 1.9
Broadleaf Partners
3973
Broadleaf Partners
Ohio
$239M -$60.9M -20% 17.5% 180% 71 12.68% 3
Rothschild Capital Partners
3974
Rothschild Capital Partners
New York
$239M -$46.2M -16% 12% 90.8% 31 3.23% 4.5
Mill Road Capital Management
3975
Mill Road Capital Management
Connecticut
$239M -$29.9M -11% 15.7% 85.1% 29 13.79% 1.9