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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)
Sittner & Nelson
4976
Sittner & Nelson
Oregon
$164M +$14.6M +10% 10.2% 88.1% 472 4.87% 1.7
Chase Investment Counsel
4977
Chase Investment Counsel
Virginia
$163M +$5.37M +3% 12.1% 350% 101 21.78% 1.7
Lincoln Capital Corp
4978
Lincoln Capital Corp
Rhode Island
$163M +$14.5M +10% 8.52% 82% 73 21.92% 2.5
Tenzing Global Management
4979
Tenzing Global Management
California
$163M -$46.7M -22% 1% 273% 19 57.89% 1.6
Zullo Investment Group
4980
Zullo Investment Group
Pennsylvania
$163M +$8.45M +5% 7.54% 143% 791 4.17% 1
Taylor Hoffman Wealth Management
4981
Taylor Hoffman Wealth Management
Virginia
$163M -$27.4M -14% 9.59% 47.8% 134 27.61% 3.7
Peninsula Asset Management
4982
Peninsula Asset Management
Florida
$163M +$6.63M +4% 9.58% 44.1% 44 2.27% 7.3
First Financial Corp
4983
First Financial Corp
Indiana
$163M +$14.1M +9% 8.88% 95.3% 384 2.86% 5.9
Black Diamond Capital Management
4984
Black Diamond Capital Management
Connecticut
$163M -$986K -0.6% 23% 28.3% 12 0% 2.3
United Bank (Georgia)
4985
United Bank (Georgia)
Georgia
$163M +$12.7M +8% 10.1% 81.2% 87 4.6% 4.2
Investment Advisory Group
4986
Investment Advisory Group
Massachusetts
$163M +$18.8M +13% 7.72% 61.6% 141 14.18% 0.8
Brookmont Capital Management
4987
Brookmont Capital Management
Texas
$163M +$18.8M +13% 14.8% 32.2% 48 6.25% 6.5
Hudson Value Partners
4988
Hudson Value Partners
Florida
$163M +$14.2M +10% 10.5% 124% 105 6.67% 1.6
Visa Foundation
4989
Visa Foundation
California
$163M -$3.54M -2% 4.69% 58.1% 1 0% 1
Running Point Capital Advisors
4990
Running Point Capital Advisors
California
$163M +$11.9M +8% 5.91% 52.1% 240 19.17% 1.2
CC
4991
Claybrook Capital
Massachusetts
$163M +$5.12M +3% 6.66% 7.15% 144 14.58% 1.3
Cassady Schiller Wealth Management
4992
Cassady Schiller Wealth Management
Ohio
$163M -$10.6M -6% 10.1% 21.8% 471 77.92% 0.2
Weinberger Asset Management
4993
Weinberger Asset Management
California
$163M +$18.1M +13% 10.3% 89.6% 75 13.33% 0.7
NAH
4994
Neumann Advisory (HK)
Hong Kong
$163M -$123M -43% 30.8% 77.3% 16 12.5% 2.9
CJM Wealth Advisers
4995
CJM Wealth Advisers
Virginia
$163M +$22.1M +16% 9.6% 76.8% 58 15.52% 0.8
City State Bank
4996
City State Bank
Iowa
$163M +$19.6M +14% 8.82% 79.1% 713 10.1% 0.9
RAM Investment Partners
4997
RAM Investment Partners
Washington
$163M – – 6.83% 61.9% 49 – 0
Acuta Capital Partners
4998
Acuta Capital Partners
California
$163M -$69.7M -30% 17.7% 7,269% 55 52.73% 1.3
WR Wealth Planners
4999
WR Wealth Planners
Missouri
$162M +$20.3M +14% 8.88% 22.1% 548 12.96% 0.7
True Wind Capital Management
5000
True Wind Capital Management
California
$162M +$929K +0.6% 2.23% 59.6% 3 0% 1