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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)
NAH
4326
Neumann Advisory (HK)
Hong Kong
$262M +$13.5M +5% 3.93% 77.3% 14 0% 3.9
Patriot Financial Partners
4327
Patriot Financial Partners
Pennsylvania
$262M +$51.7M +25% 34.7% 16.6% 10 10% 3.8
Family Legacy Inc
4328
Family Legacy Inc
South Carolina
$262M +$22.6M +9% 10.5% 89% 120 8.33% 4.5
Bay Harbor Wealth Management
4329
Bay Harbor Wealth Management
Maryland
$262M +$23.9M +10% 8.69% 52.9% 182 17.58% 2.3
DMKJ
4330
David M. Knott Jr
$262M -$290K -0.1% 8.55% 169% 143 29.37% 1.4
Sicart Associates
4331
Sicart Associates
New York
$261M +$6.5M +3% 8.93% 113% 74 9.46% 3.6
VELA Investment Management
4332
VELA Investment Management
Ohio
$261M +$33.8M +15% 8.48% 56.8% 166 22.29% 1.2
Regimen Wealth
4333
Regimen Wealth
Georgia
$261M +$17.8M +7% 7.61% 34.4% 70 31.43% 0.7
SVCM
4334
Saturn V Capital Management
Texas
$261M +$22.3M +9% 40.7% 1,083% 26 34.62% 0.5
BDA
4335
Borer Denton & Associates
Pennsylvania
$261M +$19.2M +8% 9.43% 44.2% 62 6.45% 1.6
Summit Financial Group
4336
Summit Financial Group
West Virginia
$261M +$23.3M +10% 10.3% 26.1% 184 3.26% 4.3
Astor Investment Management
4337
Astor Investment Management
Illinois
$261M -$4.59M -2% 5.3% 23.3% 33 33.33% 1.4
Regis Acquisition
4338
Regis Acquisition
Colorado
$261M +$24.2M +10% 13.1% – 43 9.3% 0.7
LJHT
4339
Laurie J. Hall Trustee
$261M +$26M +11% 10.8% 105% 271 9.96% 6.4
Curran Financial Partners
4340
Curran Financial Partners
South Carolina
$261M +$31.5M +14% 9% 53.5% 90 27.78% 1.9
Bridger Management
4341
Bridger Management
New York
$261M -$12M -4% 17.8% 103% 42 52.38% 1.8
Stone Summit Wealth
4342
Stone Summit Wealth
Florida
$261M +$27.4M +12% 11.4% 67% 142 4.93% 1.7
Riverview Capital Advisers
4343
Riverview Capital Advisers
Massachusetts
$261M +$34.8M +15% 13.7% 84.8% 88 20.45% 1.5
Heirloom Wealth Management
4344
Heirloom Wealth Management
Colorado
$261M +$35.6M +16% 11.1% 81.8% 59 23.73% 1.1
Jackson Creek Investment Advisors
4345
Jackson Creek Investment Advisors
Colorado
$260M +$23.6M +10% 15.7% 245% 376 43.35% 0.9
Coyle Financial Counsel
4346
Coyle Financial Counsel
Illinois
$260M +$21.4M +9% 9.42% 67.3% 72 16.67% 3
DGS Capital Management
4347
DGS Capital Management
New Jersey
$260M +$55.7M +27% 36.8% 177% 261 16.86% 1.3
First Washington Corp
4348
First Washington Corp
Washington
$260M +$12.6M +5% 19.8% 142% 62 17.74% 3.8
AFS
4349
Aft Forsyth & Sober
Florida
$260M +$22.7M +10% 11.2% 94.6% 88 13.64% 3.1
Silver Heights Capital Management
4350
Silver Heights Capital Management
Ontario, Canada
$260M +$8.84M +4% 0.2% 39.8% 5 0% 6.3