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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)
VM
4701
VV Manager
Massachusetts
$114M +$25.5M +29% 80.4% – 4 0% 1.2
OIS
4702
Okabena Investment Services
Minnesota
$114M +$26.1M +30% 21.6% 72.4% 94 47.87% 0.3
YRHAM
4703
Yong Rong (HK) Asset Management
Hong Kong
$114M +$53M +87% 27.4% 2,310% 25 88% 0.1
NCM
4704
Northwest Capital Management
Oregon
$114M +$13.9M +14% 14.3% 57% 58 17.24% 1.6
MFS
4705
Monetta Financial Services
Illinois
$114M +$16.3M +17% 26.5% 275% 46 32.61% 2.1
AFC
4706
Adaptive Financial Consulting
Ohio
$114M +$16.5M +17% 13.6% 33.4% 22 18.18% 0.5
SP
4707
Successful Portfolios
Florida
$114M +$14.8M +15% 16.5% 110% 173 17.34% 1.8
CB
4708
CNB Bank
Pennsylvania
$114M +$20.8M +22% 20.6% 91.6% 442 17.19% 1.6
FRGX
4709
First Reserve GP XIII
Connecticut
$114M -$1.23M -1% 1.07% 5.56% 1 0% 2.5
MMM
4710
Mendel Money Management
Illinois
$114M – – 23.1% 75.4% 56 – 3.3
WCFA
4711
Walkner Condon Financial Advisors
Wisconsin
$114M +$19.9M +21% 13.3% 56.8% 67 32.84% 0.4
DCM
4712
Davidson Capital Management
Texas
$114M +$43.4M +62% 26.8% 79.4% 82 8.54% 0.4
CWAF
4713
Core Wealth Advisors (Florida)
Florida
$114M -$17.8M -14% 18.5% 59.7% 172 36.05% 0.4
ABP
4714
Arthur B. Page
$113M +$12.6M +13% 20.4% 40.4% 58 6.9% 5
DI
4715
DRH Investments
California
$113M +$6.87M +6% 33.6% 81.2% 19 42.11% 0.3
ADBIC
4716
A.D. Beadell Investment Counsel
Wisconsin
$113M +$20.7M +22% 15.4% 83.3% 86 24.42% 3.7
HHRDM
4717
H&H Retirement Design & Management
Nevada
$113M +$7.59M +7% 13.4% 38.4% 51 15.69% 0.2
BIG
4718
Boothe Investment Group
Delaware
$113M – – 32.2% 59.8% 31 – 0.7
PMA
4719
Prudent Man Advisors
Illinois
$113M – – 17.6% 82.8% 150 – 0
FI
4720
Financial Insights
Washington
$113M +$17.7M +19% 15.7% 71.9% 90 27.78% 1
FCMI
4721
Foresite Capital Management III
California
$112M +$49.7M +79% 60.7% 444% 11 45.45% 1.6
CT
4722
Columbia Trust
Oregon
$112M +$21M +23% 19.8% 36% 132 19.7% 0.4
AFM
4723
Andesa Financial Management
Pennsylvania
$112M +$23.1M +26% 19.9% 73.6% 123 39.02% 1.1
APWA
4724
Atlas Private Wealth Advisors
New Jersey
$112M – – 16.4% 51.6% 724 – 0
EWP
4725
Engrave Wealth Partners
Texas
$112M +$27.5M +32% 21.6% 39.9% 515 20.58% 0.4