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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)
Sonata Capital Group
4426
Sonata Capital Group
Washington
$220M +$11.5M +6% 5.66% 66.5% 129 3.88% 4.1
Childress Capital Advisors
4427
Childress Capital Advisors
Texas
$220M +$2.06M +0.9% 12.9% 101% 179 23.46% 0.4
Cheyne Capital Management (UK)
4428
Cheyne Capital Management (UK)
United Kingdom
$220M +$61.9M +39% 1.9% 35.6% 144 45.83% 0.5
Tillar-Wenstrup Advisors
4429
Tillar-Wenstrup Advisors
Ohio
$220M +$14.6M +7% 5.27% 27.4% 37 8.11% 1.6
Peregrine Asset Advisers
4430
Peregrine Asset Advisers
Oregon
$220M +$23M +12% 7.96% 182% 142 37.32% 1.9
SFI
4431
Sonic Fund II
Hawaii
$219M -$22.7M -9% 21% 119% 27 14.81% 0.9
KLCM
4432
KG&L Capital Management
Louisiana
$219M +$18.4M +9% 7.68% 91.9% 149 17.45% 1.4
Pinnacle Bancorp
4433
Pinnacle Bancorp
Nebraska
$219M +$12.8M +6% 6.65% 72.9% 733 4.37% 2.8
Sanchez Wealth Management Group
4434
Sanchez Wealth Management Group
Florida
$219M +$22.5M +11% 7.39% 56.9% 34 11.76% 1.7
IP
4435
Investment Partners
Ohio
$219M +$13.2M +6% 6.05% 74.1% 171 11.7% 3
All Terrain Financial Advisors
4436
All Terrain Financial Advisors
Minnesota
$219M +$123K +0.1% 5.59% 71.1% 97 20.62% 2.1
Auxano Advisors
4437
Auxano Advisors
Washington
$219M +$56.1M +34% 7.57% 85.4% 70 12.86% 0.8
Astoria Strategic Wealth
4438
Astoria Strategic Wealth
Texas
$219M +$22.6M +12% 4.38% 42.1% 31 6.45% 1.2
ACON Equity Management
4439
ACON Equity Management
District of Columbia
$219M +$3.36M +2% 8.13% 32.1% 1 0% 3.5
Robertson Opportunity Capital
4440
Robertson Opportunity Capital
Texas
$219M -$16.6M -7% 7.89% 93.4% 30 0% 4.5
Geneva Partners
4441
Geneva Partners
Wisconsin
$219M +$25.1M +13% 9.97% 401% 101 32.67% 1.4
Colton Groome Financial Advisors
4442
Colton Groome Financial Advisors
North Carolina
$218M +$39.4M +22% 5.33% 65.8% 103 37.86% 0.9
RM
4443
Rudius Management
New York
$218M +$63.4M +41% 2.22% 8.92% 5 20% 0.4
Private Capital Management (Colorado)
4444
Private Capital Management (Colorado)
Colorado
$218M +$29.4M +16% 6.44% 20% 136 13.97% 1.3
Kiley Juergens Wealth Management
4445
Kiley Juergens Wealth Management
Washington
$218M +$26.7M +14% 7.23% 106% 63 7.94% 2
Keating Investment Counselors
4446
Keating Investment Counselors
Florida
$218M +$10M +5% 3.75% 50% 63 9.52% 5.2
Equinox Partners Investment Management
4447
Equinox Partners Investment Management
Connecticut
$218M +$31.9M +17% 12% 241% 13 0% 1.4
AAFMAA Wealth Management & Trust
4448
AAFMAA Wealth Management & Trust
North Carolina
$218M +$9.8M +5% 6.56% 62.3% 70 18.57% 0.4
Acima Private Wealth
4449
Acima Private Wealth
Virginia
$218M +$14.4M +7% 5.6% 51.1% 235 1.28% 2.1
PP
4450
Professional Planning
California
$218M +$13M +6% 10.1% 99.9% 133 12.03% 0.9