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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)
Mezzasalma Advisors
4476
Mezzasalma Advisors
New Jersey
$289M -$20.7M -7% 5.08% 203% 151 7.95% 1.3
OLIO Financial Planning
4477
OLIO Financial Planning
Virginia
$289M +$4.62M +2% 0.23% 52.9% 62 9.68% 2.1
Mudrick Capital Management
4478
Mudrick Capital Management
New York
$289M -$306M -51% 152% 212% 2 50% 0.1
Nordflint Capital Partners Fondsmaeglerselskab
4479
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$289M -$81.3M -22% 14.3% – 1 0% 0.3
Neumann Capital Management
4480
Neumann Capital Management
California
$289M -$11.7M -4% 2.61% 89.9% 102 3.92% 7.2
Umpqua Bank
4481
Umpqua Bank
Oregon
$289M +$92.2K +0% 2.57% – 160 8.13% 0.9
Sicart Associates
4482
Sicart Associates
New York
$289M +$9.6M +3% 3.2% 113% 72 12.5% 4.4
Continental General Insurance Company
4483
Continental General Insurance Company
Texas
$289M +$18.4M +7% 4.89% 188% 12 75% 0.6
Brown Miller Wealth Management
4484
Brown Miller Wealth Management
Virginia
$289M +$28.2M +11% 2.04% 121% 185 37.84% 2.1
White Pine Capital
4485
White Pine Capital
Minnesota
$289M -$8.15M -3% 1.6% 143% 230 7.39% 6
Gill Capital Partners
4486
Gill Capital Partners
Colorado
$289M +$9.7M +3% 1.35% 59% 145 12.41% 3.6
American Assets Inc
4487
American Assets Inc
California
$289M -$34.5M -11% 11.1% 49.9% 28 42.86% 2.5
Aisling Capital Management
4488
Aisling Capital Management
New York
$288M +$6.62M +2% 20.5% 793% 15 13.33% 4
CLG LLC
4489
CLG LLC
California
$288M +$8.1M +3% 0.2% – 129 16.28% 0.2
Granite Bay Wealth Management
4490
Granite Bay Wealth Management
New Hampshire
$288M +$18M +7% 1.46% – 78 14.1% 1.1
Diana Davis Spencer Foundation
4491
Diana Davis Spencer Foundation
Maryland
$288M +$4.38M +2% 1.59% 13.4% 4 0% 7.9
Strategic Advocates
4492
Strategic Advocates
Utah
$288M -$8.45M -3% 4.67% 111% 132 31.06% 0.9
BCWM LLC
4493
BCWM LLC
Kansas
$288M +$6.99M +2% 1.23% – 66 33.33% 4.8
Hiddenite Capital Partners
4494
Hiddenite Capital Partners
New York
$288M -$71.6M -20% 6.55% 466% 58 72.41% 0.6
Kelly Financial Services
4495
Kelly Financial Services
Massachusetts
$288M +$10.3M +4% 1.24% 64.3% 135 31.85% 3.4
Cutler Capital Management
4496
Cutler Capital Management
Massachusetts
$288M +$307K +0.1% 2.06% 39.7% 120 6.67% 3.3
Three Bridge Wealth Advisors
4497
Three Bridge Wealth Advisors
California
$287M +$1.78M +0.6% 2.27% 162% 93 9.68% 2.4
Sovereign Investment Advisors
4498
Sovereign Investment Advisors
Arizona
$287M -$48.7M -15% 2.99% 43.7% 95 67.37% 4
Compass Advisory Group
4499
Compass Advisory Group
New York
$287M +$7.88M +3% 2.83% 49.2% 76 5.26% 2.8
Legacy Capital Group California
4500
Legacy Capital Group California
California
$287M -$40.9M -12% 2.21% 129% 367 26.43% 1.2