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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)
PL
4551
Polianta Ltd
Jersey
$216M -$2.97M -1% 3.06% 31.6% 116 78.45% 0.4
Jackson Grant Investment Advisers
4552
Jackson Grant Investment Advisers
Connecticut
$215M +$2.63M +1% 4.57% 54.3% 480 17.29% 2.9
Robinswood Financial
4553
Robinswood Financial
Washington
$215M – – 2.52% 43.2% 231 – 0
Zimmermann Investment Management & Planning
4554
Zimmermann Investment Management & Planning
Pennsylvania
$215M +$23.6M +12% 7.93% 31.6% 123 23.58% 0.9
SC
4555
Schulhoff & Co
Ohio
$215M -$94K -0% 1.96% 51.8% 122 2.46% 7
Prostatis Group
4556
Prostatis Group
Maryland
$215M +$25.5M +13% 4.78% 72.9% 253 62.45% 0.5
Eos Management LP
4557
Eos Management LP
New York
$215M +$24.6M +13% 13.1% 149% 53 20.75% 3.1
SWMG
4558
Signature Wealth Management Group
Georgia
$215M +$3.92M +2% 1.51% – 97 5.15% 2.7
Copperwynd Financial
4559
Copperwynd Financial
Arizona
$215M +$18.9M +10% 7.84% 90% 152 22.37% 2.7
Stonebridge Capital Management
4560
Stonebridge Capital Management
California
$215M +$6.61M +3% 7.98% – 90 5.56% 7.5
David Kennon
4561
David Kennon
Florida
$215M +$9.8M +5% 3.99% 52.4% 33 21.21% 0.6
Bloom Tree Partners
4562
Bloom Tree Partners
New York
$215M +$9.02M +4% 5.14% 20.4% 54 27.78% 1.3
Long Road Investment Counsel
4563
Long Road Investment Counsel
Michigan
$215M +$6.96M +3% 6.54% 53.8% 69 4.35% 7.2
Varenne Capital Partners
4564
Varenne Capital Partners
France
$215M -$83.9M -28% 4.01% 212% 14 57.14% 0.2
FACT Capital
4565
FACT Capital
New York
$215M +$29.5M +16% 13.3% 227% 17 41.18% 0.3
Elmwood Wealth Management
4566
Elmwood Wealth Management
California
$215M +$2.88M +1% 1.9% 42.1% 121 6.61% 3.4
RBA Wealth Management
4567
RBA Wealth Management
California
$214M +$13.6M +7% 7.53% 77.7% 96 9.38% 1.6
Gitterman Wealth Management
4568
Gitterman Wealth Management
New Jersey
$214M +$4.16M +2% 0.61% 33% 107 43.93% 1
Calton & Associates
4569
Calton & Associates
Florida
$214M -$1.11M -0.5% 4.98% 73.9% 249 21.29% 3.1
Adirondack Trust Company
4570
Adirondack Trust Company
New York
$214M +$16.6M +8% 7.52% 96.7% 497 9.86% 5.4
Madison Wealth Partners
4571
Madison Wealth Partners
Wisconsin
$214M +$15.7M +8% 6.91% 66.9% 94 11.7% 1.6
Avalon Capital Management
4572
Avalon Capital Management
California
$214M +$18.7M +10% 8.56% 151% 60 23.33% 2
Juncture Wealth Strategies
4573
Juncture Wealth Strategies
Arizona
$214M +$10.7M +5% 4.42% 76.5% 122 21.31% 2.8
Colton Groome Financial Advisors
4574
Colton Groome Financial Advisors
North Carolina
$213M +$3.64M +2% 4.79% 65.8% 126 10.32% 1.6
Clark Asset Management
4575
Clark Asset Management
New Hampshire
$213M +$46.1M +28% 5.09% 51.8% 82 29.27% 0.4