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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)
Ritter Daniher Financial Advisory
4351
Ritter Daniher Financial Advisory
Ohio
$210M +$70.4M +50% 10% 56.7% 311 25.08% 1.2
CC
4352
Coann Capital
Connecticut
$210M +$47.1M +29% 9.81% – 27 62.96% 0.2
Juncture Wealth Strategies
4353
Juncture Wealth Strategies
Arizona
$210M +$9.32M +5% 4.44% 76.5% 116 17.24% 3
KPCB XIII Associates
4354
KPCB XIII Associates
California
$210M – – 17.3% – 2 – 2
SHFA
4355
SS&H Financial Advisors
Michigan
$210M +$16.5M +9% 13.8% – 115 3.48% 0.7
RiverPark Advisors
4356
RiverPark Advisors
New York
$210M -$98.1M -32% 3.34% 87.5% 143 39.86% 2.1
TrueFG
4357
TrueFG
Texas
$210M +$21.2M +11% 8.07% 54.2% 37 2.7% 2.5
Nikulski Financial
4358
Nikulski Financial
Iowa
$210M +$16.5M +9% 7.67% 95.8% 129 10.08% 3.1
Intel Corp
4359
Intel Corp
California
$209M -$40.8M -16% 24.5% 9.79% 7 14.29% 0.7
TM
4360
Tikvah Management
North Carolina
$209M -$6.84M -3% 1.68% 169% 25 12% 3
Retireful LLC
4361
Retireful LLC
Michigan
$209M +$9.06M +5% 0.06% 437% 9 66.67% 0.3
Enzi Wealth
4362
Enzi Wealth
Texas
$209M +$5.37M +3% 8.93% 77% 72 6.94% 0.2
Oakwell Private Wealth Management
4363
Oakwell Private Wealth Management
Texas
$209M +$28.7M +16% 7.65% 63% 62 6.45% 1.6
BOC
4364
Barbara Oil Co
Illinois
$209M +$27.1M +15% 16.1% 76.9% 81 0% 6.9
Legacy Capital Wealth Partners
4365
Legacy Capital Wealth Partners
Arkansas
$209M +$20.8M +11% 9.1% 70.4% 63 25.4% 0.9
Verde Capital Management
4366
Verde Capital Management
Michigan
$209M +$3.59M +2% 4.78% 80.3% 40 7.5% 2
Stonebridge Capital Management
4367
Stonebridge Capital Management
California
$209M +$15.8M +8% 11.8% – 94 6.38% 7.1
Keystone Investors
4368
Keystone Investors
Singapore
$209M – – 19.4% – 37 – 0
Amtrust Financial Services
4369
Amtrust Financial Services
New York
$209M +$2.27M +1% 5.68% 61.9% 20 5% 1.7
Hollow Brook Wealth Management
4370
Hollow Brook Wealth Management
New York
$209M +$32.8M +19% 11.8% 97.8% 85 17.65% 3
Wind River Trust Company
4371
Wind River Trust Company
Wyoming
$209M +$22.3M +12% 9.31% 62.1% 9 0% 7.4
Accel Wealth Management
4372
Accel Wealth Management
Iowa
$209M +$21.7M +12% 5.41% 82.4% 1,117 8.42% 1.5
Veracity Capital
4373
Veracity Capital
Georgia
$209M +$25.1M +14% 9.06% 149% 201 15.92% 1.9
First County Bank
4374
First County Bank
Connecticut
$209M – – 11.9% 101% 161 – 0
Irenic Capital Management
4375
Irenic Capital Management
New York
$209M – – 18.7% 93.6% 12 – 0