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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)
11 Capital Partners
4376
11 Capital Partners
Connecticut
$353M +$35M +11% 3.06% 101% 20 10% 1.7
Crestview Partners III
4377
Crestview Partners III
New York
$353M +$36.8M +12% 15.5% 51.2% 3 0% 4.4
MI
4378
M3F Inc
Utah
$353M -$1.6M -0.5% 4.93% 139% 32 18.75% 3.7
Brown Miller Wealth Management
4379
Brown Miller Wealth Management
Virginia
$353M +$31M +10% 9.94% 121% 208 17.31% 2.3
Covenant Partners
4380
Covenant Partners
Tennessee
$353M +$17.7M +5% 7.01% 70.3% 150 12.67% 3.9
Alaethes Wealth
4381
Alaethes Wealth
Nevada
$353M +$17.9M +5% 6.43% 96.4% 118 14.41% 2.4
Stone Summit Wealth
4382
Stone Summit Wealth
Florida
$353M +$29.8M +9% 7.48% 67% 147 6.12% 3.1
Sequent Planning
4383
Sequent Planning
Nebraska
$352M +$36.7M +12% 5.67% – 205 22.93% 0.9
Integrated Quantitative Investments
4384
Integrated Quantitative Investments
Washington
$352M +$11.4M +3% 14.4% – 471 49.68% 0.3
Fiduciary Family Office
4385
Fiduciary Family Office
Florida
$351M +$46.1M +15% 13.1% – 202 15.84% 0.5
Leeward Financial Partners
4386
Leeward Financial Partners
Washington
$351M +$35.9M +11% 8.17% 97.9% 104 6.73% 2.2
EnRich Financial Partners
4387
EnRich Financial Partners
Wisconsin
$351M +$25.7M +8% 5.98% 50.7% 63 6.35% 1.5
Catalys Pacific
4388
Catalys Pacific
Japan
$351M +$220M +167% 174% 189% 2 0% 1.8
Gray Foundation
4389
Gray Foundation
New York
$351M -$1.81M -0.5% 3.96% – 9 11.11% 1.8
Howard Bailey Securities
4390
Howard Bailey Securities
Indiana
$351M +$26.9M +8% 5.76% – 171 28.07% 0.7
Heights Capital Management
4391
Heights Capital Management
California
$351M -$23.7M -6% 0.74% – 234 52.99% 0.3
McMill Wealth Management
4392
McMill Wealth Management
Nebraska
$351M +$49.1M +16% 5.64% – 56 12.5% 0.6
American Financial Group Inc 401(K) Retirement & Savings Plan
4393
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$351M +$28.6M +9% 15.5% 17.8% 1 0% 12.3
Bank of Stockton
4394
Bank of Stockton
California
$351M +$15M +4% 7.69% 99.2% 144 4.86% 6.3
Verde Servicos Internacionais
4395
Verde Servicos Internacionais
Brazil
$351M +$123M +54% 8.76% 130% 60 66.67% 0.4
Seafarer Capital Partners
4396
Seafarer Capital Partners
California
$351M -$15.6M -4% 0.5% 43% 7 0% 3.7
Keating Investment Counselors
4397
Keating Investment Counselors
Florida
$350M +$19.4M +6% 10.4% 50% 65 12.31% 6.5
Cederberg Capital
4398
Cederberg Capital
United Kingdom
$350M +$77.9M +29% 19% 273% 11 36.36% 1.7
KFA Private Wealth Group
4399
KFA Private Wealth Group
Virginia
$350M +$27.4M +8% 7% 62.8% 143 11.89% 2.3
Kaydan Wealth Management
4400
Kaydan Wealth Management
Michigan
$350M +$44.6M +15% 7.52% 58% 119 10.92% 2.7