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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)
City State Bank
4426
City State Bank
Iowa
$346M +$27.2M +9% 6.95% 79.1% 767 5.74% 2.9
Continental Grain Company
4427
Continental Grain Company
New York
$346M -$12.7M -4% 1.46% 5.73% 4 0% 2.4
Riverview Capital Advisers
4428
Riverview Capital Advisers
Massachusetts
$346M -$3.22M -0.9% 8.47% 84.8% 111 24.32% 2.2
Mudita Advisors
4429
Mudita Advisors
United Kingdom
$346M +$47.7M +16% 15.7% 143% 20 10% 1.7
Net Worth Advisory Group
4430
Net Worth Advisory Group
Utah
$346M -$105M -23% 5.91% – 509 37.33% 0.7
CRCM LP
4431
CRCM LP
California
$346M +$9.06M +3% 10.9% – 12 41.67% 0.7
Jackson Creek Investment Advisors
4432
Jackson Creek Investment Advisors
Colorado
$346M -$25.2M -7% 13.5% 239% 375 44.27% 0.8
NFC Investments
4433
NFC Investments
Tennessee
$345M -$4.25M -1% 1.97% – 45 24.44% 4.7
Wright Investors Service
4434
Wright Investors Service
Connecticut
$345M +$14.1M +4% 10.3% 161% 159 19.5% 4.2
Knuff & Co
4435
Knuff & Co
California
$345M +$27.6M +9% 7.77% 85.8% 133 14.29% 4.2
Droms Strauss Advisors
4436
Droms Strauss Advisors
Missouri
$345M +$18.9M +6% 7.73% 68.7% 71 1.41% 3.6
Ceeto Capital Group
4437
Ceeto Capital Group
Florida
$345M +$57.6M +20% 13.7% 94.4% 191 13.61% 4.2
TTP Investments
4438
TTP Investments
California
$345M +$39.3M +13% 13.4% 232% 57 33.33% 1.9
Next Level Private
4439
Next Level Private
New York
$345M +$37.6M +12% 8.66% 95.9% 159 7.55% 2
Core Alternative Capital
4440
Core Alternative Capital
Georgia
$345M -$21.1M -6% 8.09% 74.5% 358 8.66% 3.6
Atwater Malick
4441
Atwater Malick
Pennsylvania
$344M +$28.6M +9% 10.1% 83.4% 87 9.2% 3.5
ForthRight Wealth Management
4442
ForthRight Wealth Management
Georgia
$344M +$23.5M +7% 5.41% 44.6% 69 5.8% 2.9
Keystone Financial Planning
4443
Keystone Financial Planning
Ohio
$344M +$13.3M +4% 3.85% 46% 46 2.17% 6.7
Accel Wealth Management
4444
Accel Wealth Management
Iowa
$344M +$44.2M +15% 7.59% 82.4% 293 13.31% 2.6
Oxler Private Wealth
4445
Oxler Private Wealth
New York
$344M +$25.5M +8% 9.9% 119% 92 8.7% 3.4
SGH
4446
Sivik Global Healthcare
Connecticut
$344M -$23.9M -6% 6.7% 83.8% 64 59.38% 1.9
Fusion Capital
4447
Fusion Capital
South Carolina
$344M +$51.2M +18% 10.5% 108% 100 10% 3.2
Pennsylvania Capital Management
4448
Pennsylvania Capital Management
Pennsylvania
$344M +$30.9M +10% 9.13% 70.6% 112 8.04% 3
ValueWorks
4449
ValueWorks
New York
$344M +$39.8M +13% 19.1% 190% 34 0% 5.6
TFB Advisors
4450
TFB Advisors
Kansas
$343M -$38.3M -10% 7.28% 85% 362 22.65% 1.4