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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)
Teramo Advisors
5026
Teramo Advisors
Florida
$149M -$49.7M -25% 19.5% 72.1% 35 68.57% 0.2
Sturgeon Ventures
5027
Sturgeon Ventures
United Kingdom
$149M -$36.4M -20% 24.1% 85.9% 36 22.22% 1.9
Wisconsin Capital Management
5028
Wisconsin Capital Management
Wisconsin
$149M -$58.3M -28% 18.7% 153% 54 18.52% 3.6
Eclectic Associates
5029
Eclectic Associates
California
$149M -$8.07M -5% 11.2% 53.8% 76 15.79% 1.3
FirstPurpose Wealth
5030
FirstPurpose Wealth
Utah
$149M +$20.5M +16% 13.3% – 161 26.71% 0.4
Rovin Capital
5031
Rovin Capital
Arizona
$149M -$39.6M -21% 14.8% 63.8% 133 27.07% 0.8
Seneca Financial Advisors
5032
Seneca Financial Advisors
New York
$149M -$16M -10% 13.3% 47.3% 48 16.67% 1.2
Successful Portfolios
5033
Successful Portfolios
Florida
$149M -$27M -15% 11.6% 110% 213 15.02% 3.2
Baugh & Associates
5034
Baugh & Associates
Georgia
$149M -$21.5M -13% 10.7% 98.8% 40 5% 3.8
OCP
5035
OCO Capital Partners
New York
$149M -$22.1M -13% 25.4% 679% 4 0% 1.1
HST Ventures
5036
HST Ventures
Utah
$148M +$25.3M +21% 18.8% 8.24% 29 51.72% 0.3
Ativo Capital Management
5037
Ativo Capital Management
Illinois
$148M -$46.9M -24% 11.5% 63.8% 129 17.83% 2.8
One Charles Private Wealth Services
5038
One Charles Private Wealth Services
Massachusetts
$148M -$12.3M -8% 16% 99.7% 130 22.31% 0.9
First Dallas Securities
5039
First Dallas Securities
Texas
$148M -$28.6M -16% 12.5% 163% 123 10.57% 3.5
Kellner Capital
5040
Kellner Capital
New York
$148M +$14M +10% 2.95% 390% 47 63.83% 0.3
AAFMAA Wealth Management & Trust
5041
AAFMAA Wealth Management & Trust
North Carolina
$148M -$68.6M -32% 17.3% 62.3% 77 48.05% 1
NWK Group
5042
NWK Group
California
$148M -$37M -20% 19.2% 268% 81 11.11% 1.8
SummerHaven Investment Management
5043
SummerHaven Investment Management
Connecticut
$148M -$28.8M -16% 11.8% 150% 192 1.04% 1
Banyan Capital Management
5044
Banyan Capital Management
Georgia
$148M -$23.3M -14% 13.2% 42.5% 19 5.26% 3.1
Geo Capital Gestora de Recursos
5045
Geo Capital Gestora de Recursos
Brazil
$148M -$74.9M -34% 19.1% 30.7% 48 14.58% 1.7
Weitzel Financial Services
5046
Weitzel Financial Services
Iowa
$148M -$8.33M -5% 10.1% 46.3% 37 18.92% 1.2
Pavion Blue Capital
5047
Pavion Blue Capital
California
$148M -$22.6M -13% 12% 77.6% 99 14.14% 2
Mach-1 Financial Group
5048
Mach-1 Financial Group
Arkansas
$148M -$2.06M -1% 13.1% 83.4% 456 56.14% 0.3
Corundum Group
5049
Corundum Group
Colorado
$148M +$40.4M +38% 14.9% 80.5% 104 11.54% 3.1
HM
5050
HCEP Management
Hong Kong
$148M -$4.94M -3% 40.9% 182% 7 42.86% 0.6