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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)
JRM Investment Counsel
4526
JRM Investment Counsel
Nebraska
$239M +$41.6M +21% 6.95% 65.5% 19 15.79% 4.3
RP Management
4527
RP Management
New York
$239M +$24.6M +11% 9.4% 208% 5 20% 2
Pettee Investors
4528
Pettee Investors
Connecticut
$239M +$24M +11% 11.7% 96.1% 126 4.76% 4.6
Sonata Capital Group
4529
Sonata Capital Group
Washington
$239M +$15.7M +7% 6.83% 66.5% 131 10.69% 4.5
Nikulski Financial
4530
Nikulski Financial
Iowa
$239M +$22.3M +10% 9.65% 107% 130 12.31% 2.3
Tri-Star Advisors
4531
Tri-Star Advisors
Texas
$239M +$10.9M +5% 3.68% 3.07% 55 12.73% 1
TNF
4532
TNF
Montana
$238M +$5.66M +2% 5.32% 21.3% 138 5.8% 0.2
Peachtree Investment Partners
4533
Peachtree Investment Partners
Florida
$238M +$33.9M +17% 15.7% 111% 114 23.68% 1.6
PH
4534
Pinnacle Holdings
Oklahoma
$238M +$10.1M +4% 5.09% 79.6% 274 23.72% 3.8
Acuta Capital Partners
4535
Acuta Capital Partners
California
$238M -$45.5M -16% 0.23% 7,269% 58 56.9% 1
FBT
4536
First Bank & Trust
South Dakota
$238M +$18.9M +9% 7.71% 85.6% 546 22.53% 2.5
TVMC
4537
T Ventures Management Company
Australia
$238M +$99.4M +72% 19.8% – 2 50% 0.5
CA
4538
Continental Advisors
Utah
$237M +$1.73M +0.7% 4.69% 73.6% 67 13.43% 4.3
Stableford Capital II
4539
Stableford Capital II
Arizona
$237M +$40.2M +20% 4.89% 66.9% 136 21.32% 1.4
Equius Partners
4540
Equius Partners
California
$237M – – 5.05% – 18 – 0
Carlton Hofferkamp & Jenks Wealth Management
4541
Carlton Hofferkamp & Jenks Wealth Management
Texas
$237M -$11.6M -5% 8.13% 63.9% 137 2.19% 3.9
Harvest Investment Services
4542
Harvest Investment Services
Illinois
$237M -$7.57M -3% 10.1% 282% 326 36.2% 1.1
Sanchez Wealth Management Group
4543
Sanchez Wealth Management Group
Florida
$237M +$14.3M +6% 9.08% 61.1% 34 2.94% 2.2
NC
4544
Nokomis Capital
Texas
$237M +$25.4M +12% 22.6% 145% 79 37.97% 1.2
Accel Growth Fund V Associates
4545
Accel Growth Fund V Associates
California
$237M -$81M -25% 23.5% 1.17% 3 33.33% 0.4
PBMares Wealth Management
4546
PBMares Wealth Management
Virginia
$237M +$26.8M +13% 7.05% 67.7% 161 12.42% 1.4
Diversified
4547
Diversified
Delaware
$237M +$48.6M +26% 9.07% 34.4% 117 13.68% 0.8
Tiemann Investment Advisors
4548
Tiemann Investment Advisors
California
$237M +$26.2M +12% 9.42% 77% 230 10% 4.4
Madrona Financial Services
4549
Madrona Financial Services
Washington
$237M +$25.8M +12% 6.63% 85.1% 76 18.42% 2.4
QCI
4550
Quaker Capital Investments
Pennsylvania
$237M +$3.32M +1% 0.26% 107% 22 4.55% 2.8