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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)
Sturgeon Ventures
5101
Sturgeon Ventures
United Kingdom
$99.3M +$3.72M +4% 13.8% 85.9% 36 27.78% 0.9
CNFG
5102
Creegan & Nassoura Financial Group
New Hampshire
$99.3M – – 6.92% 52.6% 70 – 3.5
Kelleher Financial Advisors
5103
Kelleher Financial Advisors
New York
$99.2M +$17.2M +21% 9.55% 72.4% 104 16.35% 2.5
Davidson Trust Company
5104
Davidson Trust Company
Washington
$99.2M – – 7.77% 77% 100 – 0
Stewart Asset Management
5105
Stewart Asset Management
New York
$99.1M – – 13.2% 42.5% 44 – 0
Bank of Marin
5106
Bank of Marin
California
$99M – – 8.18% 80.3% 117 – 0
Essex Private Wealth Management
5107
Essex Private Wealth Management
Massachusetts
$98.8M – – 6.84% 29.3% 58 – 0
Copperleaf Capital
5108
Copperleaf Capital
North Carolina
$98.6M – – 5.12% 102% 47 – 0
Waterstone Capital Management
5109
Waterstone Capital Management
Minnesota
$98.6M +$55M +126% 6.16% 23.4% 8 37.5% 1.9
Security National Bank of So Dak
5110
Security National Bank of So Dak
Iowa
$98.5M +$12.6M +15% 7.8% 67.7% 84 8.33% 3.8
Credit Capital Investments
5111
Credit Capital Investments
New Jersey
$98.5M +$14.4M +17% 18.5% 500% 45 33.33% 1.3
EPIQ Partners
5112
EPIQ Partners
Minnesota
$98.5M – – 8.12% 49.6% 64 – 0
Portland Hill Asset Management
5113
Portland Hill Asset Management
United Kingdom
$98.4M -$26.9M -21% 12.1% 30.2% 23 26.09% 2.3
Charter Research & Investment Group
5114
Charter Research & Investment Group
Connecticut
$98.4M +$6.04M +7% 8.48% 82.3% 80 8.75% 3.7
Billings Capital Management
5115
Billings Capital Management
Virginia
$98.3M +$4.37M +5% 4.77% – 7 14.29% 1.5
Briaud Financial Planning
5116
Briaud Financial Planning
Texas
$98.3M – – 3.81% 113% 25 – 0
DWM Financial Group
5117
DWM Financial Group
Illinois
$98.2M – – 3.97% – 31 – 0
Crestview Partners II
5118
Crestview Partners II
New York
$98.1M +$27.3M +39% 44.6% 157% 2 0% 2.8
EnCap Energy Capital Fund VIII
5119
EnCap Energy Capital Fund VIII
Texas
$98.1M +$12.5M +15% 31.5% 6.16% 2 0% 2.5
Lansing Management
5120
Lansing Management
New York
$98.1M +$1.14M +1% 10.6% 76.9% 9 11.11% 1
CWM
5121
Capital Wealth Management
Rhode Island
$98M +$4.45M +5% 6.33% 46.7% 38 39.47% 1.4
Boothe Investment Group
5122
Boothe Investment Group
Delaware
$97.9M +$2.92M +3% 6.63% 75.6% 26 7.69% 1
Adams Chetwood Wealth Management
5123
Adams Chetwood Wealth Management
North Carolina
$97.8M – – 12.8% – 68 – 0
USA Mutuals Advisors
5124
USA Mutuals Advisors
Texas
$97.7M -$9.15M -9% 5.75% 14.1% 26 42.31% 4.8
FM
5125
Fondren Management
Texas
$97.7M -$22.5M -19% 4.14% 14.2% 107 48.6% 0.6