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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)
OFS Enterprise
4576
OFS Enterprise
Nebraska
$340M – – 1.73% – 94 – 0
SWK
4577
Stephen W. Kidder
$340M -$14.5M -4% 2.25% 94.7% 80 13.75% 6.9
Sweeney & Michel
4578
Sweeney & Michel
California
$340M +$1.3M +0.4% 0.21% – 146 4.11% 2.2
First International Bank of Israel
4579
First International Bank of Israel
$340M +$131M +62% 1.37% – 74 41.89% 0.5
Bell Asset Management
4580
Bell Asset Management
Australia
$340M -$34.3M -9% 10% 45.3% 70 28.57% 3.2
MIO Partners
4581
MIO Partners
New York
$340M -$105M -24% 4.63% – 8 25% 0.3
Neumann Capital Management
4582
Neumann Capital Management
California
$340M -$6.58M -2% 0.97% 89.9% 104 4.81% 7.8
Jackson Creek Investment Advisors
4583
Jackson Creek Investment Advisors
Colorado
$340M +$1.04M +0.3% 9.63% 245% 393 51.4% 0.7
SCM
4584
Sophron Capital Management
New Jersey
$339M +$28.3M +9% 2.5% – 47 29.79% 0.8
Myriad Asset Management Advisors
4585
Myriad Asset Management Advisors
Florida
$339M +$14.8M +5% 3.01% – 63 49.21% 0.2
Verger Capital Management
4586
Verger Capital Management
North Carolina
$339M +$1.44M +0.4% 2.74% 58.3% 14 7.14% 8
Whitefort Capital Management
4587
Whitefort Capital Management
New York
$339M -$52.1M -13% 2.73% 243% 23 26.09% 1.5
Brilliance Asset Management
4588
Brilliance Asset Management
Hong Kong
$339M +$84.3M +33% 12.3% 39.2% 16 62.5% 0.3
Pinnacle Bancorp
4589
Pinnacle Bancorp
Nebraska
$339M -$2.33M -0.7% 1.46% 72.9% 914 7.66% 5
Core Alternative Capital
4590
Core Alternative Capital
Georgia
$339M -$23.8M -7% 0.58% 74.5% 216 6.48% 4.1
Concentrum Wealth Management
4591
Concentrum Wealth Management
California
$339M -$19.5M -5% 5.85% 174% 117 28.21% 2.4
Silverleafe Capital Partners
4592
Silverleafe Capital Partners
Tennessee
$339M +$1.34M +0.4% 1.88% 87.7% 134 50% 2
Penobscot Wealth Management
4593
Penobscot Wealth Management
Maine
$338M +$14.9M +5% 0.98% 56.7% 112 10.71% 2.4
Hibernia Wealth Partners
4594
Hibernia Wealth Partners
Louisiana
$338M +$6.05M +2% 0.8% 40.6% 126 17.46% 0.9
Solitude Financial Services
4595
Solitude Financial Services
Virginia
$338M +$34.8M +11% 1.74% 62.4% 42 16.67% 2.7
Brightline Capital Management
4596
Brightline Capital Management
Florida
$338M +$90.8M +37% 25.2% 810% 10 30% 0.8
Cabot-Wellington
4597
Cabot-Wellington
Massachusetts
$338M +$26.2M +8% 2.71% 73.1% 5 0% 5.6
Gilliland Jeter Wealth Management
4598
Gilliland Jeter Wealth Management
Arkansas
$338M +$6.73M +2% 1.03% 128% 191 12.57% 1.8
Selective Wealth Management
4599
Selective Wealth Management
Virginia
$338M +$17.2M +5% 3.93% 74.4% 127 21.26% 3
NKCFO LLC
4600
NKCFO LLC
Illinois
$337M -$8.46M -2% 10.2% 237% 131 49.62% 0.8