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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)
Whitcomb & Hess
3976
Whitcomb & Hess
Ohio
$429M +$4.71M +1% 2.31% 54% 66 12.12% 2.9
VELA Investment Management
3977
VELA Investment Management
Ohio
$429M +$8.15M +2% 1.32% 56.8% 194 24.74% 1.8
Old Mission Investment Co
3978
Old Mission Investment Co
Michigan
$428M +$10.1M +2% 0.3% 82% 153 15.69% 3.5
Boston Research & Management
3979
Boston Research & Management
Massachusetts
$428M -$11.6M -3% 1.2% 53.2% 123 8.13% 8.9
Pinion Investment Advisors
3980
Pinion Investment Advisors
Kansas
$428M +$18.4M +4% 2.19% 81.7% 194 17.53% 3
CSNH
3981
Crow's Nest Holdings
Virginia
$428M -$11.4M -3% 1.42% 103% 11 18.18% 1.8
Genworth Financial
3982
Genworth Financial
Virginia
$428M -$18.1M -4% 4.06% 73.6% 2 0% 4.9
Navigation Group
3983
Navigation Group
California
$427M – – 1.85% – 113 – 0
Oak Harbor Wealth Partners
3984
Oak Harbor Wealth Partners
North Carolina
$427M +$10.6M +3% 1.29% 73.9% 296 12.5% 2.7
Grandeur Peak Global Advisors
3985
Grandeur Peak Global Advisors
Utah
$427M -$316M -43% 8.44% 96% 111 30.63% 2.1
Brave Asset Management
3986
Brave Asset Management
New Jersey
$427M +$1.91M +0.4% 0.41% 76.3% 183 20.22% 5.4
Paulson Wealth Management
3987
Paulson Wealth Management
Illinois
$427M -$6.22M -1% 1.69% 62.6% 143 9.09% 3.9
Hunter Perkins Capital Management
3988
Hunter Perkins Capital Management
Illinois
$427M -$5.89M -1% 4.53% 58% 154 31.17% 2.1
Warther Private Wealth
3989
Warther Private Wealth
Ohio
$427M +$8.17M +2% 7.24% 94.1% 55 38.18% 2.2
Paradigm Asset Management
3990
Paradigm Asset Management
New York
$426M -$6.63M -2% 1.5% 79.2% 506 16.8% 3.3
Plan Group Financial
3991
Plan Group Financial
Oklahoma
$426M +$41M +11% 3.52% 63.4% 244 23.36% 1.2
Ipswich Investment Management
3992
Ipswich Investment Management
Massachusetts
$426M -$5.96M -1% 3.81% 104% 196 11.22% 6.5
Battery Management Corp
3993
Battery Management Corp
Massachusetts
$426M -$197M -32% 35.9% 45.1% 5 0% 3.2
Evergreen Advisors
3994
Evergreen Advisors
Tennessee
$426M +$15.8M +4% 0.04% – 168 85.71% 0.5
Total Clarity Wealth Management
3995
Total Clarity Wealth Management
Illinois
$426M +$12.1M +3% 0.51% 73.2% 343 21.87% 2
Farmers & Merchants Trust Company
3996
Farmers & Merchants Trust Company
California
$426M -$12.2M -3% 0.5% 79.8% 197 9.14% 4.8
All Terrain Financial Advisors
3997
All Terrain Financial Advisors
Minnesota
$425M -$7.14M -2% 2.28% 71.1% 158 25.95% 3.2
Atlas Private Wealth Advisors
3998
Atlas Private Wealth Advisors
New Jersey
$425M -$3.21M -0.8% 1.02% 57.8% 142 12.68% 3
Midwest Professional Planners Ltd (MPPL)
3999
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$425M +$2.38M +0.6% 1.63% 136% 146 8.9% 4.2
Cypress Point Investment Management
4000
Cypress Point Investment Management
California
$424M -$40.6M -9% 23.1% – 37 29.73% 0.2