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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)
MilWealth Group
4051
MilWealth Group
Wisconsin
$469M +$48.8M +12% 8.56% 36.8% 82 1.22% 4.5
Basso Capital Management
4052
Basso Capital Management
Connecticut
$469M +$305M +187% 16.6% 85.5% 221 75.57% 0.6
Hill Island Financial
4053
Hill Island Financial
Michigan
$469M +$57.1M +14% 15.4% 78.3% 96 15.63% 2.1
Kadensa Capital
4054
Kadensa Capital
Hong Kong
$469M -$250M -35% 45% 191% 52 71.15% 0.6
Evergreen Advisors
4055
Evergreen Advisors
Tennessee
$469M +$42.8M +10% 9.8% – 168 81.55% 3.1
Sollinda Capital Management
4056
Sollinda Capital Management
Florida
$468M +$56.9M +14% 7.5% – 92 30.43% 1.6
Hilltop National Bank
4057
Hilltop National Bank
Wyoming
$468M +$47.9M +11% 21.4% – 835 8.38% 1.8
Diversified Management
4058
Diversified Management
Wisconsin
$468M -$115M -20% 25.1% – 271 40.22% 0.5
Paradigm Asset Management
4059
Paradigm Asset Management
New York
$468M +$41.6M +10% 18.3% 73.8% 494 29.35% 3.4
Kelly Lawrence W & Associates
4060
Kelly Lawrence W & Associates
California
$468M +$108M +30% 52% 123% 128 3.13% 6.4
Sequent Planning
4061
Sequent Planning
Nebraska
$468M +$54.4M +13% 10% – 271 11.44% 1.2
MAM
4062
Mystic Asset Management
Rhode Island
$468M +$36.5M +8% 16.7% 114% 231 8.23% 3
Trustees of Columbia University in the City of New York
4063
Trustees of Columbia University in the City of New York
New York
$468M -$423M -47% 14.3% – 4 50% 2.1
Quattro Financial Advisors
4064
Quattro Financial Advisors
Texas
$468M +$137M +41% 7.37% 77.6% 105 24.76% 2
Speece Thorson Capital Group
4065
Speece Thorson Capital Group
Minnesota
$468M +$28.8M +7% 10.1% 34.2% 39 7.69% 7.7
Truffle Hound Capital
4066
Truffle Hound Capital
Maryland
$468M +$81.7M +21% 1.72% – 64 39.06% 0.8
Guidance Capital
4067
Guidance Capital
Kentucky
$468M +$21.7M +5% 13.2% 62.6% 243 9.88% 1.5
Foyston, Gordon, & Payne
4068
Foyston, Gordon, & Payne
Ontario, Canada
$468M +$34.1M +8% 7.08% 57.2% 72 12.5% 4.5
Steamboat Capital Partners
4069
Steamboat Capital Partners
New York
$468M +$65M +16% 44.9% 280% 64 20.31% 2.2
Brave Asset Management
4070
Brave Asset Management
New Jersey
$467M +$40.8M +10% 16.3% 76.3% 173 22.54% 5.6
Mizuho Bank
4071
Mizuho Bank
Japan
$467M +$97.9M +26% 8.97% 99.8% 8 75% 2.2
Talaria Asset Management
4072
Talaria Asset Management
Australia
$467M -$28M -6% 0.44% – 12 0% 0.9
Kelly Financial Services
4073
Kelly Financial Services
Massachusetts
$467M +$53.4M +13% 12.8% 64.3% 147 17.01% 3
Stokes Capital Advisors
4074
Stokes Capital Advisors
South Carolina
$467M +$20.9M +5% 8.37% 61.3% 121 16.53% 3.3
ADW Capital Management
4075
ADW Capital Management
Florida
$467M +$210M +81% 12.4% 78.2% 12 16.67% 2