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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)
DL
4651
DOHJ LLC
Washington
$176M -$32.1M -15% 13.8% 51.5% 93 13.98% 1.9
Cowen Prime Advisors
4652
Cowen Prime Advisors
New York
$176M -$62M -26% 21.4% 116% 186 8.6% 5.2
WAM
4653
WT Asset Management
Hong Kong
$176M -$98.6M -36% 17.3% 2,788% 11 45.45% 0.6
Stonehearth Capital Management
4654
Stonehearth Capital Management
Massachusetts
$176M -$17.2M -9% 10.8% 87.5% 86 33.72% 2.2
Demars Financial Group
4655
Demars Financial Group
Washington
$176M -$23.2M -12% 9.49% 69.1% 95 30.53% 1.4
Altman Advisors
4656
Altman Advisors
Illinois
$176M -$18.2M -9% 15% 127% 92 17.39% 1.9
CVV
4657
Curative Ventures V
Texas
$175M -$233M -57% 57% 30.2% 1 0% 0.5
DCM
4658
Difesa Capital Management
New York
$175M -$22.7M -11% 5.59% – 281 21.35% 0.4
Matrix Private Capital Group
4659
Matrix Private Capital Group
New York
$175M -$29.5M -14% 14.3% 62.5% 267 12.73% 1.8
Oakwell Private Wealth Management
4660
Oakwell Private Wealth Management
Texas
$175M -$23.5M -12% 14.5% 63% 64 15.63% 1.3
Oldfather Financial Services
4661
Oldfather Financial Services
Nebraska
$175M -$8.99M -5% 15.6% 60.8% 65 4.62% 2.1
KCM
4662
Knoll Capital Management
Florida
$175M +$15.9M +10% 12.9% 258% 43 9.3% 2.1
Sculati Wealth Management
4663
Sculati Wealth Management
Michigan
$175M -$29.4M -14% 14.8% 80.3% 122 9.02% 1.8
Bernardo Wealth Planning
4664
Bernardo Wealth Planning
Pennsylvania
$175M -$26.3M -13% 13.9% 56.9% 96 16.67% 2.4
Monterey Private Wealth
4665
Monterey Private Wealth
California
$175M -$32M -15% 15% 29.8% 124 17.74% 1.8
Kemper Corp Master Retirement Trust
4666
Kemper Corp Master Retirement Trust
Illinois
$175M -$27M -13% 13.4% 21.9% 2 0% 3.4
Ceera Investments
4667
Ceera Investments
Texas
$175M -$25.8M -13% 10.4% 47.9% 77 18.18% 1
Daily Journal Corp
4668
Daily Journal Corp
California
$175M -$37.7M -18% 16.5% 108% 5 0% 7.1
Clarity Wealth Advisors
4669
Clarity Wealth Advisors
California
$175M -$35.7M -17% 17.2% 94.1% 77 20.78% 1.8
Access Financial Services
4670
Access Financial Services
Minnesota
$175M -$35.6M -17% 11.1% 44.8% 120 26.67% 2.5
VELA Investment Management
4671
VELA Investment Management
Ohio
$175M +$15.4M +10% 11.4% 56.8% 140 21.43% 0.4
Sharp Capital Gestora de Recursos
4672
Sharp Capital Gestora de Recursos
Brazil
$175M -$38.2M -18% 31.1% 61.4% 16 37.5% 0.6
GS Investments
4673
GS Investments
Minnesota
$174M -$2.48M -1% 15.3% 94.1% 161 9.32% 1.7
Burrus Financial Services
4674
Burrus Financial Services
Utah
$174M -$21.5M -11% 11.1% 31.3% 11 18.18% 0.3
Bison Wealth
4675
Bison Wealth
Georgia
$174M -$21.9M -11% 11.9% 37.4% 382 19.63% 3.3