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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)
Snow Phipps Group
4776
Snow Phipps Group
New York
$318M -$33.1M -9% 8.95% 58% 2 0% 6
TM
4777
TigerOak Management
New Mexico
$317M -$10.4M -3% 2.97% – 130 9.23% 1
NAH
4778
Neumann Advisory (HK)
Hong Kong
$317M -$60.4M -16% 15.6% 77.3% 7 14.29% 5.6
Omnia Family Wealth
4779
Omnia Family Wealth
Florida
$317M -$21.3M -6% 0.8% 80.6% 110 25.45% 4.3
Gen-Wealth Partners
4780
Gen-Wealth Partners
Michigan
$317M +$5.39M +2% 0.36% – 750 11.2% 1.5
Crestmont Private Wealth
4781
Crestmont Private Wealth
Texas
$317M +$9.6M +3% 0.42% 54.8% 108 14.81% 1.8
Cisco Systems
4782
Cisco Systems
California
$317M -$11.9M -4% 1.04% 210% 4 25% 2.7
Keewaydin Investments
4783
Keewaydin Investments
New York
$317M -$58.9M -16% 0.05% – 16 0% 0.3
CPH
4784
C Partners Holding
Switzerland
$317M -$54.8M -15% 12% 25.6% 9 22.22% 5.9
Interchange Capital Partners
4785
Interchange Capital Partners
Pennsylvania
$317M -$222M -41% 5.43% 106% 465 42.58% 2.1
Hutchens & Kramer Investment Management Group
4786
Hutchens & Kramer Investment Management Group
Indiana
$317M +$27M +9% 1.18% 83% 200 37% 2.1
Arkfeld Wealth Strategies
4787
Arkfeld Wealth Strategies
Nebraska
$316M +$25.3M +9% 4.23% 90.8% 118 6.78% 3.3
FNWM
4788
Financial Network Wealth Management
Utah
$316M -$9.24M -3% 3.18% – 120 6.67% 2.5
GBFG
4789
Gerald Baker Financial Group
Texas
$316M – – 6.11% – 114 – 0
MTM Investment Management
4790
MTM Investment Management
South Carolina
$316M +$2.36M +0.8% 1.26% 87.7% 722 3.46% 2
Mars Jewett Financial Group
4791
Mars Jewett Financial Group
Washington
$316M -$20.4M -6% 4.25% – 41 14.63% 0.2
KC
4792
KHIS Custodian
Texas
$316M +$27.1M +9% 9.4% – 1 0% 0.3
Waterford Advisors
4793
Waterford Advisors
New York
$315M +$59.3M +23% 1.29% 50.5% 58 18.97% 1.9
Orion Investment Company
4794
Orion Investment Company
Missouri
$315M -$13.1M -4% 1.97% – 69 1.45% 1.6
Vert Asset Management
4795
Vert Asset Management
California
$315M +$14.5M +5% 4.57% 43.1% 46 2.17% 3.5
KHCM
4796
Kirtland Hills Capital Management
Ohio
$315M +$29.7M +10% 3.81% – 174 20.69% 1.4
NTCM
4797
Nine Ten Capital Management
Illinois
$315M -$1.01M -0.3% 11.2% 166% 8 0% 5.3
Spectrum Asset Management (California)
4798
Spectrum Asset Management (California)
California
$315M +$15M +5% 2.09% 68.3% 125 25.6% 3.4
Heritage Oak Wealth Advisors
4799
Heritage Oak Wealth Advisors
Florida
$315M +$44.1M +16% 4.62% – 98 44.9% 0.9
HNH
4800
Hopwood Nicholas Hunter
$315M +$7.23M +2% 1.78% – 132 15.91% 0.2