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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)
Punch Card Management
4076
Punch Card Management
Florida
$335M -$3.69M -1% 9.5% 41% 4 0% 4.6
Hibernia Wealth Partners
4077
Hibernia Wealth Partners
Louisiana
$334M +$47.1M +16% 4.31% 40.6% 131 35.88% 0.4
Nikulski Financial
4078
Nikulski Financial
Iowa
$334M +$19.8M +6% 5.62% 95.8% 137 10.22% 3.8
Stempoint Capital
4079
Stempoint Capital
New York
$334M -$6.26M -2% 12.4% – 67 55.22% 0.3
Strategic Investment Solutions
4080
Strategic Investment Solutions
Illinois
$334M +$24.1M +8% 6.08% – 760 27.24% 0.9
Mokosak Advisory Group
4081
Mokosak Advisory Group
Iowa
$333M +$30.9M +10% 6.99% 59.2% 31 6.45% 3.8
Verde Capital Management
4082
Verde Capital Management
Michigan
$333M +$18.3M +6% 6.89% 80.3% 53 16.98% 2.5
Brady Family Wealth
4083
Brady Family Wealth
Missouri
$333M +$23.2M +7% 7.95% 74.7% 119 3.36% 1.6
Citizens & Northern Corp
4084
Citizens & Northern Corp
Pennsylvania
$333M +$13.3M +4% 6.38% 73.3% 134 17.91% 5.2
Susquehanna Foundation
4085
Susquehanna Foundation
Pennsylvania
$333M +$6.02M +2% 1.85% 36.7% 4 0% 6.5
Westmount Partners
4086
Westmount Partners
California
$333M +$29.6M +10% 7.99% 101% 236 9.75% 1.4
Frisch Financial Group
4087
Frisch Financial Group
New York
$333M +$2.38M +0.7% 5.39% 66.6% 147 17.01% 2.9
Seaview Investment Managers
4088
Seaview Investment Managers
Florida
$332M +$207K +0.1% 5.58% 148% 103 31.07% 1.5
Ironwood Wealth Management (Arizona)
4089
Ironwood Wealth Management (Arizona)
Arizona
$332M +$26.1M +9% 5.97% 34.2% 45 4.44% 5.3
Roman Butler Fullerton & Co
4090
Roman Butler Fullerton & Co
Missouri
$332M +$23.1M +7% 7.83% 134% 268 22.39% 2.8
Copperwynd Financial
4091
Copperwynd Financial
Arizona
$332M +$26.1M +9% 7.09% 90% 156 16.03% 3.3
KEB Asset Management
4092
KEB Asset Management
Illinois
$332M +$34.6M +12% 7.44% 68.9% 75 6.67% 1.9
Dow Chemical Company
4093
Dow Chemical Company
Michigan
$332M -$136M -29% 5.06% 29.4% 4 0% 2.1
Bridge Creek Capital Management
4094
Bridge Creek Capital Management
Massachusetts
$332M +$21.3M +7% 8.99% 76.5% 103 0.97% 6.3
McLean Asset Management
4095
McLean Asset Management
Virginia
$332M +$22.5M +7% 6.51% 64.3% 167 8.38% 2.4
Bank of Stockton
4096
Bank of Stockton
California
$332M +$16.2M +5% 6.14% 99.2% 146 10.27% 5.4
Palo Duro Investment Partners
4097
Palo Duro Investment Partners
Illinois
$332M -$31.6M -9% 10.9% 62.8% 17 47.06% 0.6
State of New Jersey Common Pension Fund E
4098
State of New Jersey Common Pension Fund E
New Jersey
$331M -$18M -5% 5.14% 26.4% 1 0% 5
West Michigan Advisors
4099
West Michigan Advisors
Michigan
$331M +$17M +5% 2.54% 86.6% 204 18.63% 1.5
AXQ Capital
4100
AXQ Capital
New Jersey
$331M -$97M -23% 4.56% 35.5% 640 69.38% 0.3