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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)
Hillcrest Wealth Advisors
4801
Hillcrest Wealth Advisors
New Jersey
$165M -$15.7M -9% 14.5% 58.7% 52 11.54% 2.5
Heron Bay Capital Management
4802
Heron Bay Capital Management
Michigan
$165M -$38.9M -19% 14.8% 58.9% 74 17.57% 1.1
Heron Financial Group
4803
Heron Financial Group
New York
$165M -$27.5M -14% 13.1% 47.5% 157 15.29% 2.1
BC
4804
Bullfrog Capital
California
$165M -$142M -46% 44.8% – 4 0% 0.5
Seascape Capital Management
4805
Seascape Capital Management
New Hampshire
$165M -$28M -15% 11.7% 111% 88 11.36% 1.7
PCM
4806
Perritt Capital Management
Illinois
$165M -$20.6M -11% 11.3% 80.9% 204 14.71% 4
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
4807
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$165M -$65.2M -28% 19.2% 1,119% 13 0% 1.3
Robertson Opportunity Capital
4808
Robertson Opportunity Capital
Texas
$165M -$39.8M -19% 14.5% 93.4% 27 7.41% 5
Founders Circle Capital
4809
Founders Circle Capital
California
$165M -$64.4M -28% 22.9% 28% 12 0% 0.8
Congress Park Capital
4810
Congress Park Capital
New York
$165M -$34.8M -17% 18.1% 99.9% 152 22.37% 2.4
LWMM
4811
Legacy Wealth Management (Mississippi)
Mississippi
$165M -$27M -14% 14.8% 89.1% 99 22.22% 1.9
Everhart Financial Group
4812
Everhart Financial Group
Ohio
$165M -$8.47M -5% 14.2% 123% 197 38.07% 0.7
Rye Brook Capital
4813
Rye Brook Capital
Connecticut
$164M -$89M -35% 15.9% 77.2% 33 36.36% 0.8
Marshall & Sullivan
4814
Marshall & Sullivan
Washington
$164M -$15.1M -8% 13.3% 82% 98 62.24% 2.4
KCM
4815
Kempner Capital Management
Texas
$164M -$18.4M -10% 13.8% 60.9% 62 9.68% 3.5
Valtinson Bruner Financial Planning
4816
Valtinson Bruner Financial Planning
Minnesota
$164M -$10.5M -6% 11.1% 36.2% 109 24.77% 1.7
Peninsula Asset Management
4817
Peninsula Asset Management
Florida
$164M -$33.5M -17% 13.1% 44.1% 44 0% 6.7
MAM
4818
Mystic Asset Management
Rhode Island
$164M -$22M -12% 12.9% 114% 158 8.86% 0.5
Eastover Investment Advisors
4819
Eastover Investment Advisors
North Carolina
$164M -$25.7M -14% 10.6% 105% 51 11.76% 1.8
Accel Growth Fund V Associates
4820
Accel Growth Fund V Associates
California
$164M -$21.4M -12% 8.32% 1.17% 2 0% 1.1
SC
4821
Steph & Co
Wisconsin
$164M -$4.23M -3% 13.6% 61.6% 298 24.16% 2.1
SFI
4822
Sonic Fund II
Hawaii
$164M -$14.1M -8% 17.8% 119% 27 3.7% 1.5
CTC (Chicago Trading Company)
4823
CTC (Chicago Trading Company)
Illinois
$164M -$60.1M -27% 25.5% 192% 310 14.52% 1.1
CC
4824
Codex Capital
New York
$164M +$1.04M +0.6% 22.4% 84.4% 37 2.7% 1.4
John W. Brooker & Co
4825
John W. Brooker & Co
California
$164M -$21M -11% 9.09% 43.4% 199 5.03% 1.9