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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)
RenaissanceRe Holdings
4101
RenaissanceRe Holdings
Bermuda
$406M -$338M -45% 1.71% 40.8% 6 33.33% 4
G2 Investment Partners Management
4102
G2 Investment Partners Management
New York
$406M -$14.5M -3% 18.5% 1,145% 100 58% 0.9
111 Capital
4103
111 Capital
France
$406M -$52.5M -11% 1.64% – 479 64.3% 0.3
Evelyn Partners Asset Management
4104
Evelyn Partners Asset Management
$406M -$20.4M -5% 2.22% – 311 9.65% 1
New Capital Management
4105
New Capital Management
Texas
$406M +$7.53M +2% 1.22% 55.4% 60 10% 3.6
Colony Family Offices
4106
Colony Family Offices
North Carolina
$406M +$4.95M +1% 0.39% 53.9% 66 7.58% 3.2
Strategic Financial Concepts
4107
Strategic Financial Concepts
Texas
$405M +$296M +271% 0.26% 56.8% 310 63.23% 0.6
Natural Investments
4108
Natural Investments
California
$405M +$3.62M +0.9% 3.02% – 304 13.16% 0.8
SWS Partners
4109
SWS Partners
Ohio
$405M -$8.83M -2% 0.81% 127% 117 5.98% 3.4
Nikulski Financial
4110
Nikulski Financial
Iowa
$405M -$13.2M -3% 0.37% 107% 182 12.64% 3.4
Carderock Capital Management
4111
Carderock Capital Management
Maryland
$405M -$7.93M -2% 2.31% 97.6% 77 15.58% 5.4
O'Keefe Stevens Advisory
4112
O'Keefe Stevens Advisory
New York
$405M +$19.4M +5% 5.68% 208% 79 20.25% 3.5
Peterson Wealth Services
4113
Peterson Wealth Services
Utah
$405M +$13.7M +3% 3.31% 160% 223 5.83% 2
CWM
4114
Compass Wealth Management
Connecticut
$405M +$3.56M +0.9% 4.4% 103% 79 8.86% 2.7
Meiji Yasuda America
4115
Meiji Yasuda America
New York
$404M -$31.1M -7% 3.58% – 58 5.17% 0.2
COFG Advisors
4116
COFG Advisors
Illinois
$404M -$488K -0.1% 1.71% – 247 10.12% 0.2
Northeast Financial Group
4117
Northeast Financial Group
Pennsylvania
$404M -$38.2M -9% 0.68% 31.6% 103 17.48% 2.2
Aspen Capital Management
4118
Aspen Capital Management
Idaho
$404M +$177K +0% 0.37% – 84 13.1% 0.9
Keating Investment Counselors
4119
Keating Investment Counselors
Florida
$404M +$43.1M +12% 13.5% 50% 65 13.85% 6.8
DI
4120
Diligent Investors
California
$404M -$2.9M -0.7% 0.73% 82.2% 357 8.12% 4.5
MI
4121
M3F Inc
Utah
$404M +$39.4M +11% 8.41% 139% 30 23.33% 3.7
McElhenny Sheffield Capital Management
4122
McElhenny Sheffield Capital Management
Texas
$403M -$7.55M -2% 0.06% 89.1% 115 30.43% 2.3
Flagstone Financial Management
4123
Flagstone Financial Management
Nebraska
$403M +$12.9M +3% 0.46% 46.2% 72 9.72% 2.1
CLG LLC
4124
CLG LLC
California
$403M +$1.07M +0.3% 3.61% – 149 14.09% 1
Steamboat Capital Partners
4125
Steamboat Capital Partners
New York
$403M +$38M +10% 0.39% 280% 69 33.33% 2.2