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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)
Lumbard & Kellner
4076
Lumbard & Kellner
New Hampshire
$255M -$3.37M -1% 2.6% 137% 110 18.18% 3.1
Silverleafe Capital Partners
4077
Silverleafe Capital Partners
Tennessee
$255M -$5.39M -2% 1.31% 87.7% 90 20% 1.4
Covenant Partners
4078
Covenant Partners
Tennessee
$254M -$10.6M -4% 0.38% 70.3% 206 8.25% 1.8
TF
4079
TRH Financial
Iowa
$254M +$23M +10% 0.53% – 73 10.96% 1.5
VST
4080
Van Strum & Towne
California
$254M +$45M +22% 0.65% 62.2% 107 12.15% 3.7
HPC
4081
Hobart Private Capital
North Carolina
$253M +$10.5M +4% 0.69% 60% 134 35.82% 1.8
MONECO Advisors
4082
MONECO Advisors
Connecticut
$253M +$36.2M +17% 0.56% 70.5% 266 18.8% 1.4
Enterprise Bank & Trust
4083
Enterprise Bank & Trust
Massachusetts
$253M +$50K +0% 1.16% 65.9% 100 6% 1.9
Norman Fields Gottscho Capital Management
4084
Norman Fields Gottscho Capital Management
New York
$253M +$2.83M +1% 0.52% 96.9% 72 5.56% 3.9
Ullmann Wealth Partners Group
4085
Ullmann Wealth Partners Group
Florida
$253M +$10.5M +4% 0.88% 68% 90 16.67% 2.5
MHR
4086
Matthew Hamilton Rosenberg
$253M +$61M +32% 0.88% 52% 699 18.45% 1.1
Banco BTG Pactual
4087
Banco BTG Pactual
Brazil
$253M +$101M +67% 4.42% 135% 137 54.01% 0.4
Roberts Wealth Advisors
4088
Roberts Wealth Advisors
California
$253M – – 0.07% 81.1% 91 – 0
Market Street Wealth Management Advisors
4089
Market Street Wealth Management Advisors
Indiana
$252M +$24.8M +11% 0.68% 44% 71 9.86% 1.5
Capital Impact Advisors
4090
Capital Impact Advisors
Massachusetts
$252M -$57.6M -19% 0.4% – 137 18.25% 1.8
Richard P. Slaughter Associates
4091
Richard P. Slaughter Associates
Texas
$252M -$6.43M -2% 2.72% 55.7% 129 14.73% 1.2
GA
4092
Gagnon Advisors
New York
$252M -$11M -4% 5.11% 129% 39 28.21% 3.2
NWK Group
4093
NWK Group
California
$252M +$1.38M +0.6% 1.95% 268% 102 24.51% 1.3
KFO
4094
Kopp Family Office
Minnesota
$252M +$10.3M +4% 5.44% 47.9% 14 7.14% 1.1
Investment Security Group
4095
Investment Security Group
Colorado
$252M -$1.08M -0.4% 0.79% – 18 0% 1
Butensky & Cohen Financial Security
4096
Butensky & Cohen Financial Security
Florida
$252M -$386K -0.2% 1.9% 81% 98 7.14% 4.6
Yorktown Energy Partners VIII
4097
Yorktown Energy Partners VIII
New York
$252M +$77.7M +45% 15.2% 15.2% 3 33.33% 3.3
TLP
4098
Tri Locum Partners
New York
$252M -$53.9M -18% 21% 357% 44 70.45% 0.2
Fourthstone LLC
4099
Fourthstone LLC
Missouri
$252M +$16.3M +7% 5.22% 104% 70 31.43% 0.7
SIM
4100
SW Investment Management
Colorado
$251M -$10.1M -4% 1.78% 143% 10 0% 0.7