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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)
Marathon Asset Management (New York)
4751
Marathon Asset Management (New York)
New York
$224M +$32.7M +17% 31.9% 490% 13 46.15% 2.2
KA
4752
Kooman & Associates
Pennsylvania
$224M +$25.9M +13% 9.32% 66% 43 11.63% 0.9
Kaye Capital Management
4753
Kaye Capital Management
California
$224M +$5.39M +2% 7.88% – 41 19.51% 0.7
HH
4754
HWG Holdings
Texas
$223M +$39.3M +21% 16% – 155 27.74% 2.1
David Kennon
4755
David Kennon
Florida
$223M +$14.6M +7% 8.47% 52.4% 27 0% 1.1
Helen Stephens Group
4756
Helen Stephens Group
Texas
$223M +$29.9M +15% 8.15% 53.4% 75 13.33% 1.5
Veery Capital
4757
Veery Capital
Delaware
$223M +$17.7M +9% 9.73% 63.4% 93 16.13% 2
Nixon Capital
4758
Nixon Capital
Texas
$223M +$42.9M +24% 20% 118% 24 20.83% 1.4
Innealta Capital
4759
Innealta Capital
Texas
$223M -$3.6M -2% 9.69% 69.8% 100 35% 1.4
Moneda SA Administradora General de Fondos
4760
Moneda SA Administradora General de Fondos
Chile
$223M +$63.7M +40% 13.1% 34.5% 27 11.11% 2.4
WCM
4761
Wunderlich Capital Managemnt
Tennessee
$222M +$19.8M +10% 11.2% 33.6% 101 10.89% 4.5
BOC
4762
Barbara Oil Co
Illinois
$222M +$11.1M +5% 10.3% 76.9% 84 7.14% 7.4
Quaker Wealth Management
4763
Quaker Wealth Management
New Jersey
$222M +$16.9M +8% 8.53% – 59 22.03% 1.6
Arosa Capital Management
4764
Arosa Capital Management
Florida
$222M -$100M -31% 2.12% 536% 57 66.67% 0.6
GC Wealth Management RIA
4765
GC Wealth Management RIA
Massachusetts
$222M – – 10.6% 91.5% 222 – 0
Retirement Planning Company of New England
4766
Retirement Planning Company of New England
Rhode Island
$222M +$42.4M +24% 14.9% 125% 232 12.07% 1.5
Seven Springs Wealth Group
4767
Seven Springs Wealth Group
Tennessee
$222M +$13.3M +6% 8.23% 59.2% 63 15.87% 2.7
HRC
4768
Hoertkorn Richard Charles
$222M +$22M +11% 11.1% 182% 84 4.76% 6.8
Taylor Hoffman Wealth Management
4769
Taylor Hoffman Wealth Management
Virginia
$222M +$27.5M +14% 13.9% 47.8% 113 7.96% 4.2
Monterey Private Wealth
4770
Monterey Private Wealth
California
$222M +$22.6M +11% 10% 29.8% 108 15.74% 2.7
ITIM
4771
Indiana Trust & Investment Management
Indiana
$221M +$23.5M +12% 11.9% 114% 470 11.7% 1.9
Boothe Investment Group
4772
Boothe Investment Group
Delaware
$221M +$22.8M +11% 9.17% 75.6% 37 8.11% 1.9
Truvestments Capital
4773
Truvestments Capital
Florida
$221M +$29.4M +15% 12.3% 131% 825 20.61% 1.6
Columbia Trust
4774
Columbia Trust
Oregon
$221M +$49M +28% 12.2% 36% 148 14.19% 2.9
BCH
4775
Berkshire Capital Holdings
California
$221M +$17.2M +8% 33.2% 2,748% 91 17.58% 2.8