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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)
Renaissance Capital
4801
Renaissance Capital
Connecticut
$188M +$12.5M +7% 0.16% 392% 78 15.38% 1.6
Abacus FCF Advisors
4802
Abacus FCF Advisors
Florida
$188M -$10.2M -5% 0.63% 197% 153 18.3% 1.5
Trinity Financial Advisors
4803
Trinity Financial Advisors
Ohio
$188M +$1.87M +1% 1.96% 74.5% 81 18.52% 1.1
Versant Venture Management
4804
Versant Venture Management
California
$188M +$104M +123% 5.86% 409% 9 22.22% 2.6
Lowe Wealth Advisors
4805
Lowe Wealth Advisors
Maryland
$188M -$9.08M -5% 2.23% 63.3% 371 21.83% 4.8
Socha Financial Group
4806
Socha Financial Group
New York
$188M -$1.71M -0.9% 3.34% 81.5% 29 6.9% 0.9
Horan Securities
4807
Horan Securities
United States
$188M -$48.3M -20% 3.85% 50.1% 722 85.73% 3.5
Davis Investment Partners
4808
Davis Investment Partners
North Carolina
$188M -$21.8M -10% 3.82% 88.9% 121 17.36% 0.7
CA
4809
Continental Advisors
Utah
$188M -$33.6M -15% 0.91% 73.6% 55 9.09% 4.7
Annis Gardner Whiting Capital Advisors
4810
Annis Gardner Whiting Capital Advisors
Florida
$187M – – 3.59% 85% 679 – 0
Amitell Capital
4811
Amitell Capital
Singapore
$187M -$15.2M -7% 3.32% 196% 43 32.56% 0.7
Sonata Capital Group
4812
Sonata Capital Group
Washington
$187M -$6.14M -3% 3.56% 66.5% 108 4.63% 5.9
West Michigan Advisors
4813
West Michigan Advisors
Michigan
$187M -$63.1M -25% 2.49% 86.6% 262 48.47% 1.2
Tiemann Investment Advisors
4814
Tiemann Investment Advisors
California
$187M -$9.34M -5% 3.89% 77% 195 7.69% 6.3
CVS Health
4815
CVS Health
Rhode Island
$187M -$6.34M -3% 2.48% 48.7% 9 0% 1.2
Capasso Planning Partners
4816
Capasso Planning Partners
South Carolina
$187M +$944K +0.5% 3.36% 51.6% 106 15.09% 1.3
Transatlantique Private Wealth
4817
Transatlantique Private Wealth
New York
$187M -$4.81M -3% 2.91% 88.6% 212 12.26% 1
Houlihan Financial Resource Group
4818
Houlihan Financial Resource Group
Virginia
$187M -$3.03B -94% 2.85% 50.6% 180 73.33% 1.6
MPM Asset Management
4819
MPM Asset Management
Massachusetts
$187M -$17.2M -8% 6.09% 5.89% 8 12.5% 2.6
Mendel Money Management
4820
Mendel Money Management
Illinois
$186M -$8M -4% 4.41% 75.4% 127 5.51% 3.3
BNC Wealth Management
4821
BNC Wealth Management
Oregon
$186M -$1.95M -1% 0.92% 204% 106 14.15% 1.9
AFP
4822
Advus Financial Partners
Florida
$186M -$1.81M -1% 3.55% 56.5% 60 23.33% 1.3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
4823
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$186M -$22.9M -11% 6.32% 215% 169 33.73% 1
Atlas Private Wealth Management
4824
Atlas Private Wealth Management
New York
$186M -$3.36M -2% 2.36% 19.8% 120 9.17% 3
ICW Investment Advisors
4825
ICW Investment Advisors
Arizona
$186M -$19.4K -0% 4.31% 58.6% 135 2.96% 3.2