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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)
AP
4301
Agilis Partners
Massachusetts
$215M +$56.8M +36% 7.14% 8.47% 23 8.7% 3.6
IA Venture Strategies Fund II
4302
IA Venture Strategies Fund II
New York
$215M -$79.4M -27% 26% 375% 2 0% 1
LCNB Corp
4303
LCNB Corp
Ohio
$215M +$31.3M +17% 11.1% 75.2% 177 10.73% 3.7
Innealta Capital
4304
Innealta Capital
Texas
$215M +$29.1M +16% 8.62% 69.8% 71 26.76% 1.4
Night Owl Capital Management
4305
Night Owl Capital Management
Connecticut
$215M -$25.2M -10% 2.79% 162% 18 16.67% 5.1
Golden Gate Private Equity
4306
Golden Gate Private Equity
California
$215M -$627K -0.3% 0.67% 8.72% 4 25% 1.8
Tradewinds Capital Management
4307
Tradewinds Capital Management
Washington
$215M -$29.4M -12% 7.55% 96.9% 542 13.65% 3.9
FCP
4308
Fosse Capital Partners
United Kingdom
$214M +$19.7M +10% 1.97% 80% 4 0% 2
Weik Capital Management
4309
Weik Capital Management
Pennsylvania
$214M +$13.6M +7% 9.72% 66.9% 105 8.57% 6.5
Bernardo Wealth Planning
4310
Bernardo Wealth Planning
Pennsylvania
$214M +$37.2M +21% 6.18% 56.9% 95 16.84% 2.5
SCMS
4311
Serenity Capital Management (Singapore)
Singapore
$214M – – 14.1% 21% 3 – 0
L.M. Kohn & Company
4312
L.M. Kohn & Company
Ohio
$214M +$9.6M +5% 5.33% 97.9% 232 10.34% 0.7
Shaker Financial Services
4313
Shaker Financial Services
Virginia
$214M +$11.2M +6% 4.21% 12.9% 178 30.9% 1.6
Peoples Financial Services Corp
4314
Peoples Financial Services Corp
Pennsylvania
$214M +$19.8M +10% 12.6% 104% 281 3.2% 6.7
Clare Market Investments
4315
Clare Market Investments
Texas
$214M -$18M -8% 2.7% – 144 28.47% 2
RS Crum Inc
4316
RS Crum Inc
California
$213M +$22.9M +12% 6.31% 54.2% 74 9.46% 0.8
NKCFO LLC
4317
NKCFO LLC
Illinois
$213M -$2.8M -1% 9.77% 211% 108 28.7% 1.1
Astoria Portfolio Advisors
4318
Astoria Portfolio Advisors
New York
$213M +$66.2M +45% 8.45% 75.4% 216 33.33% 0.5
Centerpoint Advisors
4319
Centerpoint Advisors
Massachusetts
$213M +$25.1M +13% 8.54% 74.2% 544 31.99% 2
Neumann Capital Management
4320
Neumann Capital Management
California
$213M +$18.7M +10% 8.96% 89.9% 92 9.78% 5.8
OneAscent Wealth Management
4321
OneAscent Wealth Management
Alabama
$213M +$22M +12% 6.69% 50.6% 172 24.42% 0.7
SGH
4322
Sivik Global Healthcare
Connecticut
$213M +$32.7M +18% 16.7% 83.8% 46 26.09% 1.9
BE
4323
Bonness Enterprises
District of Columbia
$213M +$24.5M +13% 13.4% 98.6% 41 2.44% 8.7
Jackson Square Capital
4324
Jackson Square Capital
California
$212M +$7.39M +4% 12.2% 423% 141 28.37% 1.9
Ayalon Insurance Company
4325
Ayalon Insurance Company
Israel
$212M -$301K -0.1% 8.39% 99.6% 111 4.5% 3.4