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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)
TM
4776
TigerOak Management
New Mexico
$259M -$14.4M -5% 3.93% – 111 8.11% 0.2
Tranquility Partners
4777
Tranquility Partners
Tennessee
$259M -$6.96M -3% 2.84% 77.3% 213 7.04% 3.7
Enterprise Bank & Trust
4778
Enterprise Bank & Trust
Massachusetts
$259M -$44.9M -15% 3.2% 65.9% 136 8.82% 3.4
Cederberg Capital
4779
Cederberg Capital
United Kingdom
$259M -$35.8M -12% 11% 273% 10 40% 1.7
Yeomans Consulting Group
4780
Yeomans Consulting Group
Georgia
$259M -$8.33M -3% 0.36% – 109 48.62% 0.9
Long Path Partners
4781
Long Path Partners
Connecticut
$259M -$49.9M -16% 12.5% 9.18% 11 9.09% 1.8
MTM Investment Management
4782
MTM Investment Management
South Carolina
$259M -$1.24M -0.5% 0.49% 87.7% 287 9.76% 3.1
Bear Mountain Capital
4783
Bear Mountain Capital
Washington
$259M +$1.74M +0.7% 0.3% 43% 348 50.86% 0.6
West Oak Capital
4784
West Oak Capital
California
$259M -$24.1M -9% 2.09% 110% 329 9.73% 6.5
Bishop & Co Investment Management
4785
Bishop & Co Investment Management
Pennsylvania
$258M -$3.69M -1% 1.57% 53.7% 25 0% 6.1
Jackson Grant Investment Advisers
4786
Jackson Grant Investment Advisers
Connecticut
$258M -$1.6M -0.6% 0.25% 54.3% 398 5.03% 4.5
Veracity Capital
4787
Veracity Capital
Georgia
$258M -$18.9M -7% 2.16% 149% 247 17% 2.7
Royal Harbor Partners
4788
Royal Harbor Partners
Texas
$258M -$6.68M -3% 1.57% 54.6% 50 20% 1.9
MS
4789
Madden Securities
Texas
$258M +$7.77M +3% 3.05% 108% 123 16.26% 2.4
Colton Groome Financial Advisors
4790
Colton Groome Financial Advisors
North Carolina
$258M -$3.94M -2% 0.18% 65.8% 136 22.06% 2.3
Long Road Investment Counsel
4791
Long Road Investment Counsel
Michigan
$258M +$12.5M +5% 2.19% 64.4% 80 11.25% 7.5
Roman Butler Fullerton & Co
4792
Roman Butler Fullerton & Co
Missouri
$258M -$57.6M -18% 1.54% 134% 252 21.43% 3.3
Warren Street Wealth Advisors
4793
Warren Street Wealth Advisors
California
$258M +$13.4M +5% 0.55% 84.6% 118 17.8% 1.9
Clarus Group
4794
Clarus Group
Texas
$257M -$23.7M -8% 1.82% 67.5% 108 15.74% 2.5
Solitude Financial Services
4795
Solitude Financial Services
Virginia
$257M +$29M +13% 3.61% 62.4% 39 20.51% 2.6
Juncture Wealth Strategies
4796
Juncture Wealth Strategies
Arizona
$257M -$11M -4% 1.9% 76.5% 139 18.71% 2.9
Team Hewins
4797
Team Hewins
California
$257M +$1.68M +0.7% 0.45% 60.5% 40 15% 1.2
Altrafin AG
4798
Altrafin AG
$257M -$31.1M -11% 5.71% 97.6% 49 10.2% 2.4
Whelan Financial
4799
Whelan Financial
California
$257M +$2.77M +1% 2.65% 64.6% 68 20.59% 1.5
First Citizens Asset Management
4800
First Citizens Asset Management
North Carolina
$257M -$16.2M -6% 1.28% 48.4% 26 3.85% 2.1