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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)
Sterling Financial Planning
4676
Sterling Financial Planning
New Jersey
$317M +$17.8M +6% 6.86% 59.3% 118 3.39% 3.5
Rhino Investment Partners
4677
Rhino Investment Partners
Pennsylvania
$317M -$48.1M -13% 6.98% 110% 37 27.03% 1.2
Bain Capital Credit
4678
Bain Capital Credit
Massachusetts
$317M +$41.5M +15% 2.68% 14.4% 7 28.57% 2.5
IronBridge Private Wealth
4679
IronBridge Private Wealth
Texas
$317M +$30.1M +11% 13.7% 122% 51 25.49% 1.8
Hayek Kallen Investment Management
4680
Hayek Kallen Investment Management
Alabama
$317M +$22.8M +8% 9.73% 71.9% 97 6.19% 6.3
Glynn Capital Management
4681
Glynn Capital Management
California
$317M -$128M -29% 3.54% 252% 50 36% 4.2
Hi-Line Capital Management
4682
Hi-Line Capital Management
South Dakota
$317M +$34.4M +12% 8.62% 57.5% 42 16.67% 2.2
Veery Capital
4683
Veery Capital
Delaware
$317M +$26M +9% 6.4% 63.4% 97 6.19% 2.9
Watershed Private Wealth
4684
Watershed Private Wealth
Illinois
$316M +$41.7M +15% 8.46% 80.3% 115 11.3% 1.9
Ravenswood Partners
4685
Ravenswood Partners
Virginia
$316M – – 10.8% – 36 – 0
Maestria Partners
4686
Maestria Partners
Georgia
$316M +$28.5M +10% 1.84% – 15 13.33% 0.7
Patriot Financial Partners GP II
4687
Patriot Financial Partners GP II
Pennsylvania
$316M – – 4.31% – 12 – 0
Quattro Financial Advisors
4688
Quattro Financial Advisors
Texas
$316M +$32M +11% 7.56% 77.6% 89 13.48% 1.9
Henrickson Nauta Wealth Advisors
4689
Henrickson Nauta Wealth Advisors
Michigan
$316M +$27.1M +9% 6.86% 61.6% 94 9.57% 2.4
Quantessence Capital
4690
Quantessence Capital
New York
$316M -$23.5M -7% 20% – 324 90.74% 0.1
First Sabrepoint Capital Management
4691
First Sabrepoint Capital Management
Texas
$316M +$35.3M +13% 19.7% 218% 48 50% 1
KM
4692
KP Management
Minnesota
$316M +$44.1M +16% 12.5% – 77 29.87% 1.2
Cove Private Wealth
4693
Cove Private Wealth
New York
$316M +$32.1M +11% 10.1% 126% 163 9.2% 1
Armor Investment Advisors
4694
Armor Investment Advisors
North Carolina
$316M +$50.3M +19% 5.56% 62% 158 8.86% 5.2
Sterling Financial Group
4695
Sterling Financial Group
California
$316M +$17.6M +6% 5.45% 49.6% 78 15.38% 1.8
Meredith Wealth Planning
4696
Meredith Wealth Planning
Illinois
$316M +$40.1M +15% 7.85% 66.5% 64 7.81% 1.7
Whelan Financial
4697
Whelan Financial
California
$315M +$38.9M +14% 6.26% 64.6% 97 32.99% 1.3
Altrafin AG
4698
Altrafin AG
$315M +$19.3M +7% 5.59% 97.6% 51 7.84% 2.5
Nepsis Inc
4699
Nepsis Inc
Minnesota
$315M -$43.9M -12% 7.57% 131% 32 15.63% 4.2
Palo Duro Investment Partners
4700
Palo Duro Investment Partners
Illinois
$315M +$12.4M +4% 1.03% 62.8% 25 24% 1.2