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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)
CNBTD
4301
Citizens National Bank Trust Department
Mississippi
$263M -$88.3M -25% 11.5% 124% 309 55.66% 0.7
Copperwynd Financial
4302
Copperwynd Financial
Arizona
$263M +$20.9M +9% 10.6% 90% 129 20.16% 2.4
Bryn Mawr Capital Management
4303
Bryn Mawr Capital Management
Pennsylvania
$263M +$42.9M +19% 9.68% 81.3% 111 10.81% 2.6
Octahedron Capital Management
4304
Octahedron Capital Management
California
$263M – – 11.4% 234% 33 – 0
HPS Investment Partners
4305
HPS Investment Partners
New York
$263M +$117M +80% 14.5% 55.9% 6 33.33% 0.8
Beech Hill Advisors
4306
Beech Hill Advisors
New York
$263M +$22.3M +9% 10.4% 117% 95 14.74% 3.3
Okabena Investment Services
4307
Okabena Investment Services
Minnesota
$263M +$73M +38% 6.12% 72.4% 202 54.95% 0.5
Foresite Capital Management II
4308
Foresite Capital Management II
California
$263M -$18.5M -7% 1.97% 66.2% 4 50% 4.6
SMI Advisory Services
4309
SMI Advisory Services
Indiana
$263M +$39.6M +18% 5.3% 80.7% 39 43.59% 0.4
Prudent Man Advisors
4310
Prudent Man Advisors
Illinois
$263M -$1.53M -0.6% 7.25% 92.5% 213 15.49% 1.2
Taylor Hoffman Wealth Management
4311
Taylor Hoffman Wealth Management
Virginia
$263M +$29.7M +13% 13% 47.8% 135 5.19% 2.9
HM Capital Management
4312
HM Capital Management
Missouri
$263M +$32.3M +14% 9.15% 29.6% 58 25.86% 3.7
Firsthand Capital Management
4313
Firsthand Capital Management
California
$263M -$72.4M -22% 7.46% 265% 56 10.71% 2.9
Verde Capital Management
4314
Verde Capital Management
Michigan
$263M +$22.4M +9% 5.14% 80.3% 41 12.2% 1.3
ETF Portfolio Partners
4315
ETF Portfolio Partners
Kansas
$262M +$13M +5% 5.41% 50.2% 53 16.98% 3.6
Aries Wealth Management
4316
Aries Wealth Management
Maine
$262M +$26M +11% 9.85% 87.7% 195 10.77% 2.5
Piershale Financial Group
4317
Piershale Financial Group
Illinois
$262M +$19.5M +8% 12% 82% 34 52.94% 1.7
Owls Nest Partners IA
4318
Owls Nest Partners IA
Pennsylvania
$262M +$23.4M +10% 0.21% 105% 19 36.84% 0.6
Interactive Financial Advisors
4319
Interactive Financial Advisors
Illinois
$262M +$33.2M +15% 6.09% 47.6% 181 13.81% 4.2
Ameraudi Asset Management
4320
Ameraudi Asset Management
New York
$262M +$28.7M +12% 3.37% 51.5% 51 13.73% 1.2
Astoria Strategic Wealth
4321
Astoria Strategic Wealth
Texas
$262M +$38M +17% 3.53% 42.1% 40 25% 1.3
Denver PWM
4322
Denver PWM
Colorado
$262M +$19.8M +8% 4.12% 48.6% 101 9.9% 2
Oak Asset Management
4323
Oak Asset Management
California
$262M +$21.2M +9% 13.4% 91.8% 104 6.73% 1.9
Syquant Capital SAS
4324
Syquant Capital SAS
France
$262M +$97.7M +60% 9.45% 160% 63 65.08% 0.3
White Mountains Insurance Group
4325
White Mountains Insurance Group
New Hampshire
$262M -$54.9M -17% 17.3% 105% 1 0% 1