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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)
CVC Management Holdings II
4076
CVC Management Holdings II
Jersey
$467M +$46.9M +11% 4.52% – 4 25% 1.3
Rothschild Capital Partners
4077
Rothschild Capital Partners
New York
$467M +$58.9M +14% 14.5% 90.8% 101 21.78% 2.8
Poehling Capital Management
4078
Poehling Capital Management
Wisconsin
$466M -$8.7M -2% 10.8% 83% 179 21.79% 3.5
PW Nova Financial Services
4079
PW Nova Financial Services
Pennsylvania
$466M +$67.5M +17% 17.9% – 215 21.86% 0.3
Pilgrim Global Advisors
4080
Pilgrim Global Advisors
Nevada
$466M -$306M -40% 11.9% – 3 0% 2.2
Meridian Investment Counsel
4081
Meridian Investment Counsel
California
$466M +$46M +11% 21.9% 116% 254 8.27% 6.2
Skaana Management
4082
Skaana Management
New York
$465M +$170M +57% 43.6% 269% 211 44.08% 0.7
Eldred Rock Partners
4083
Eldred Rock Partners
Texas
$465M +$72.2M +18% 23.8% 109% 31 6.45% 2
Farmers & Merchants Trust Company
4084
Farmers & Merchants Trust Company
California
$465M +$39.1M +9% 11.8% 79.8% 208 13.94% 4.6
UAM
4085
UAS Asset Management
New York
$464M +$5.75M +1% 13.8% 98% 14 28.57% 4.9
SMART Wealth
4086
SMART Wealth
Nebraska
$464M +$123M +36% 18.9% 77.7% 263 36.88% 1
Paradiem
4087
Paradiem
Louisiana
$464M +$9.9M +2% 15.4% 107% 80 27.5% 1.6
Nikulski Financial
4088
Nikulski Financial
Iowa
$464M +$58.5M +14% 20.8% 95.8% 188 11.17% 3.4
Home Federal Bank of Tennessee
4089
Home Federal Bank of Tennessee
Tennessee
$463M +$63.5M +16% 14.2% 74% 115 19.13% 5.2
Centennial Wealth Advisory
4090
Centennial Wealth Advisory
Michigan
$463M +$50.2M +12% 10.5% 63% 198 27.78% 2
Mariner Investment Group
4091
Mariner Investment Group
New York
$463M +$117M +34% 1.37% – 154 50% 0.4
James T. Borello
4092
James T. Borello
Illinois
$463M +$68M +17% 15% 71.2% 1,308 15.67% 0.9
Step Capital Management
4093
Step Capital Management
$463M +$214M +86% 143% – 32 34.38% 0.4
SWS Partners
4094
SWS Partners
Ohio
$463M +$57.6M +14% 28.2% 127% 115 8.7% 3.5
Opal Wealth Advisors
4095
Opal Wealth Advisors
New York
$463M +$20.6M +5% 10.8% 62.3% 612 64.38% 2.3
Whitcomb & Hess
4096
Whitcomb & Hess
Ohio
$463M +$34.2M +8% 7.3% 54% 68 8.82% 3
Outlook Wealth Advisors
4097
Outlook Wealth Advisors
Texas
$463M +$49.6M +12% 15.5% 76% 338 18.05% 2.4
Milestone Investment Advisors
4098
Milestone Investment Advisors
Wisconsin
$463M +$48.7M +12% 12.3% 52.8% 147 9.52% 2.7
Great Oak Capital Partners
4099
Great Oak Capital Partners
Massachusetts
$463M +$32.9M +8% 9.35% – 48 8.33% 1.8
SA
4100
Strategic Advisors
New York
$463M -$140M -23% 15.1% 106% 196 22.96% 5.5