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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)
KFO
5001
Kopp Family Office
Minnesota
$185M -$43.6M -19% 12.8% 47.9% 14 0% 1.6
Karani Asset Management
5002
Karani Asset Management
New York
$185M -$17.3M -9% 11.2% – 39 17.95% 1.6
John W. Brooker & Co
5003
John W. Brooker & Co
California
$185M -$9.9M -5% 4.04% 43.4% 202 6.44% 1.7
Yaupon Capital Management
5004
Yaupon Capital Management
New York
$184M +$6.34M +4% 12.6% 122% 92 55.43% 0.4
GraniteShares Advisors
5005
GraniteShares Advisors
New York
$184M -$31.6M -15% 5.23% 88.4% 319 49.84% 0.2
Exeter Financial
5006
Exeter Financial
Arizona
$184M +$1.86M +1% 0.18% 59.1% 85 3.53% 3.4
Raleigh Capital Management
5007
Raleigh Capital Management
North Carolina
$184M +$86.9M +89% 0.75% 79.9% 703 63.3% 0.1
RPD Fund Management
5008
RPD Fund Management
New York
$184M +$18.8M +11% 13.5% – 7 14.29% 0.2
Mader & Shannon Wealth Management
5009
Mader & Shannon Wealth Management
Missouri
$184M +$3.55M +2% 3.72% 53.1% 23 8.7% 2.1
Oldfather Financial Services
5010
Oldfather Financial Services
Nebraska
$184M -$6.24M -3% 4.29% 60.8% 64 1.56% 1.9
Lockheed Martin
5011
Lockheed Martin
Maryland
$184M +$52.4M +40% 29.8% – 4 50% 0.1
AtonRa Partners
5012
AtonRa Partners
Switzerland
$184M -$104M -36% 13% 49% 121 11.57% 1
BCGM Wealth Management
5013
BCGM Wealth Management
Indiana
$184M -$2.07M -1% 2.61% 54.9% 119 21.01% 1
Ironwood Investment Management
5014
Ironwood Investment Management
Massachusetts
$184M -$18.2M -9% 5.28% 164% 184 8.7% 5
EAM
5015
Eukles Asset Management
Ohio
$184M -$22.7M -11% 8.33% 77.2% 232 10.78% 2.4
Brendel Financial Advisors
5016
Brendel Financial Advisors
New Hampshire
$184M -$9.04M -5% 2.26% 126% 139 41.73% 0.6
Bill Few Associates
5017
Bill Few Associates
Pennsylvania
$184M -$9.42M -5% 3.27% 91.5% 127 11.02% 0.2
7G Capital Management
5018
7G Capital Management
New York
$184M +$14.1M +8% 0.9% 137% 6 16.67% 0.9
Howard Wealth Management
5019
Howard Wealth Management
Connecticut
$184M -$5.96M -3% 4.45% 69.9% 138 10.14% 1.8
SWMG LLC
5020
SWMG LLC
Texas
$183M -$5.21M -3% 4.15% 68.7% 71 15.49% 0.9
Centennial Wealth Advisory
5021
Centennial Wealth Advisory
Michigan
$183M +$6.04M +3% 2.26% 63% 117 30.77% 0.7
Addison Advisors
5022
Addison Advisors
Vermont
$183M +$21.2M +13% 3.71% 50.2% 813 14.76% 0.7
Venator Capital Management
5023
Venator Capital Management
Ontario, Canada
$183M -$58.9M -24% 16.1% 154% 74 50% 0.8
Cribstone Capital Management
5024
Cribstone Capital Management
Maine
$183M +$2.59M +1% 3.24% 22.4% 491 18.13% 2.8
Pragma Gestao de Patrimonio
5025
Pragma Gestao de Patrimonio
Brazil
$183M -$26.3M -13% 13.2% 75.2% 17 5.88% 1.4