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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)
Madrona Venture Group
4201
Madrona Venture Group
Washington
$216M -$122M -36% 35.9% 233% 6 0% 0.8
AlphaCore Capital
4202
AlphaCore Capital
California
$215M -$42.3M -16% 15.2% 85.9% 182 35.71% 0.9
First Washington Corp
4203
First Washington Corp
Washington
$215M -$32.4M -13% 20.3% 142% 66 16.67% 3.7
Horan Capital Advisors
4204
Horan Capital Advisors
Ohio
$215M -$33.3M -13% 12.6% 26.6% 97 9.28% 4.1
Black Swift Group
4205
Black Swift Group
Colorado
$215M -$38.5M -15% 14.2% 139% 108 49.07% 0.9
MSH Capital Advisors
4206
MSH Capital Advisors
Arizona
$215M -$27.1M -11% 14.1% 66.5% 206 11.17% 0.5
AFS
4207
Aft Forsyth & Sober
Florida
$215M -$38.9M -15% 15% 94.6% 93 10.75% 1.9
TA
4208
TrueWealth Advisors
Alabama
$215M -$7.73M -3% 10.4% 60.9% 203 28.57% 1
Stonepine Capital Management
4209
Stonepine Capital Management
Oregon
$215M -$26.2M -11% 15.7% 231% 31 29.03% 1.1
McElhenny Sheffield Capital Management
4210
McElhenny Sheffield Capital Management
Texas
$215M -$71.6M -25% 4.27% 86.3% 123 30.89% 0.6
GFI
4211
Global Frontier Investments
South Carolina
$215M -$43.9M -17% 15.4% – 21 4.76% 1.5
Allegheny Financial Group
4212
Allegheny Financial Group
Pennsylvania
$215M -$21.7M -9% 11% 71.1% 172 9.88% 1.1
Ballast Inc
4213
Ballast Inc
Kentucky
$214M -$44.9M -17% 12.4% 71.3% 114 10.53% 3.1
SC&H Financial Advisors
4214
SC&H Financial Advisors
Maryland
$214M +$4.18M +2% 13.9% 66.2% 161 23.6% 0.4
CWM
4215
Cordatus Wealth Management
Pennsylvania
$214M -$70.1M -25% 9.16% 108% 178 39.89% 0.8
Delta Accumulation LLC
4216
Delta Accumulation LLC
California
$214M -$1.08B -83% 25.7% 96.5% 142 44.37% 0.4
Prudent Man Advisors
4217
Prudent Man Advisors
Illinois
$214M -$32.4M -13% 12.1% 82.8% 193 21.76% 1.6
HCA
4218
Hyperion Capital Advisors
New York
$214M -$49.8M -19% 18.6% 86.1% 65 20% 1.7
SC
4219
Schulhoff & Co
Ohio
$214M -$23M -10% 7.24% 51.8% 124 8.87% 6.4
HPC
4220
Hobart Private Capital
North Carolina
$214M -$45.6M -18% 15.4% 60% 44 29.55% 1.6
L.M. Kohn & Company
4221
L.M. Kohn & Company
Ohio
$214M -$45.4M -18% 14.5% 97.9% 259 16.99% 0.2
Shilanski & Associates
4222
Shilanski & Associates
Alaska
$214M -$24.5M -10% 9% 84.2% 138 33.33% 1.5
LJHT
4223
Laurie J. Hall Trustee
$214M -$46.3M -18% 13.8% 105% 328 3.35% 5.2
CCM
4224
Chimera Capital Management
New York
$214M +$11.9M +6% 15.7% – 98 79.59% 0.1
Mass General Brigham
4225
Mass General Brigham
Massachusetts
$214M -$21.3M -9% 13.5% – 5 40% 1.8