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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)
Northern Right Capital Management
4651
Northern Right Capital Management
Connecticut
$269M -$2.79M -1% 10.6% 187% 37 48.65% 1.8
Stone Run Capital
4652
Stone Run Capital
New York
$269M +$18.2M +7% 10.1% 77.8% 71 9.86% 6.5
Northeast Financial Group
4653
Northeast Financial Group
Pennsylvania
$269M +$35M +15% 5.23% 31.6% 88 17.05% 1.7
Accel Wealth Management
4654
Accel Wealth Management
Iowa
$269M +$18.7M +7% 5.98% 82.4% 274 17.52% 2.1
Divergent Planning
4655
Divergent Planning
Maryland
$268M +$17.4M +7% 5.36% 43.3% 29 3.45% 2.2
Ferguson Shapiro
4656
Ferguson Shapiro
Georgia
$268M +$13.2M +5% 4.64% 42.7% 81 48.15% 1
BHK Investment Advisors
4657
BHK Investment Advisors
Alabama
$268M +$13.2M +5% 6.71% 54.6% 65 4.62% 4.2
Ceeto Capital Group
4658
Ceeto Capital Group
Florida
$268M +$10M +4% 6.77% 94.4% 178 10.11% 4.1
Sterling Wealth Management
4659
Sterling Wealth Management
Illinois
$268M +$57.2M +27% 6.75% – 112 10.71% 0.6
IronBridge Private Wealth
4660
IronBridge Private Wealth
Texas
$268M +$556K +0.2% 2.12% 122% 55 29.09% 1.3
Seeds Investor
4661
Seeds Investor
New York
$268M +$72.5M +37% 6.46% – 272 26.1% 0.4
Yeomans Consulting Group
4662
Yeomans Consulting Group
Georgia
$267M +$8.74M +3% 6.15% – 105 33.33% 0.5
Jackson Grant Investment Advisers
4663
Jackson Grant Investment Advisers
Connecticut
$267M +$19.8M +8% 7.86% 54.3% 408 5.64% 4
Colton Groome Financial Advisors
4664
Colton Groome Financial Advisors
North Carolina
$267M +$13.7M +5% 5.76% 65.8% 130 8.46% 2.1
Somerset Trust
4665
Somerset Trust
Pennsylvania
$267M +$23.4M +10% 10% 80.5% 157 6.37% 5.5
Alpha DNA Investment Management
4666
Alpha DNA Investment Management
Maryland
$267M +$9.6M +4% 10.1% 134% 265 50.94% 0.8
Siemens Pension Trust
4667
Siemens Pension Trust
Germany
$267M +$63.2M +31% 31% 25.4% 1 0% 1.8
Clayton Financial Group
4668
Clayton Financial Group
Missouri
$267M +$35.9M +16% 7.26% 69.8% 127 19.69% 0.5
GL
4669
GHE LLC
Tennessee
$267M +$17.7M +7% 4.36% 188% 57 12.28% 2.3
Camarda Financial Advisors
4670
Camarda Financial Advisors
Florida
$267M +$12.4M +5% 7.05% 196% 94 32.98% 1.4
Olympus Peak Asset Management
4671
Olympus Peak Asset Management
Connecticut
$267M – – 6.92% – 1 – 0
Financial Partners Group (Tennessee)
4672
Financial Partners Group (Tennessee)
Tennessee
$267M +$9.04M +4% 3.81% – 102 9.8% 1.3
Carmel Capital Management
4673
Carmel Capital Management
California
$267M +$9.9M +4% 6.66% 247% 29 10.34% 2.4
Medina Value Partners
4674
Medina Value Partners
California
$267M +$66.9M +33% 1.89% 80% 21 57.14% 0.4
Veery Capital
4675
Veery Capital
Delaware
$267M +$19.7M +8% 5.81% 63.4% 104 17.31% 2.4