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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
EP
5101
Elkhorn Partners
Nebraska
$138M -$17.9M -11% 8.95% 32.2% 51 17.65%
HIS
5102
Horizon Investment Services
Indiana
$138M -$13M -9% 3.57% 250% 108 22.22%
APWM
5103
Atlas Private Wealth Management
New York
$138M -$8.3M -6% 5.37% 19.8% 113 7.96%
SC
5104
Schiavi & Co
Delaware
$138M +$2.57M +2% 8.87% 41.4% 17 23.53%
MMX
5105
MV Management XI
California
$138M +$28M +25% 32.9% 4 0%
TFA
5106
Trinity Financial Advisors
Ohio
$138M +$2.26M +2% 6.32% 69.5% 70 67.14%
SW
5107
StrongBox Wealth
Missouri
$138M -$16.7M -11% 4.82% 57.8% 84 8.33%
SP
5108
Successful Portfolios
Florida
$138M -$10.7M -7% 4.86% 101% 192 9.38%
SAM
5109
Stewart Asset Management
New York
$138M +$12.4M +10% 5.84% 42.5% 30 23.33%
ICP
5110
Indus Capital Partners
New York
$138M -$33.5M -20% 12.9% 117% 29 51.72%
IVMX
5111
Institutional Venture Management XIII
California
$138M -$40.4M -23% 16.1% 4 0%
TL
5112
Tradewinds LLC
North Carolina
$138M -$9.39M -6% 3.19% 120 13.33%
CCM
5113
Cox Capital Management
Massachusetts
$138M -$8.95M -6% 6.94% 95.3% 69 1.45%
HG
5114
Harbor Group
New Hampshire
$138M +$1.49M +1% 3.96% 41.4% 55 16.36%
CC
5115
Carrhae Capital
United Kingdom
$137M +$18.9M +16% 6.33% 159% 23 56.52%
QAM
5116
Q3 Asset Management
Michigan
$137M +$5.36M +4% 1.25% 96.2% 63 71.43%
MRI
5117
Mad River Investors
Massachusetts
$137M +$9.41M +7% 9.29% 225% 27 3.7%
CI
5118
Cordant Inc
Oregon
$137M -$6.07M -4% 6.94% 47% 70 24.29%
MWM
5119
MBE Wealth Management
Wisconsin
$137M -$6.27M -4% 5.34% 60.9% 64 12.5%
OWA
5120
Opal Wealth Advisors
New York
$137M -$14.2M -9% 3.74% 55.6% 120 24.17%
GPC
5121
Guardian Point Capital
Virginia
$137M -$45.1M -25% 0.42% 142% 11 18.18%
LAS
5122
Lloyd Advisory Services
Georgia
$137M +$8.54M +7% 4.13% 47.7% 80 65%
RBC
5123
Rye Brook Capital
Connecticut
$137M -$27.3M -17% 6.12% 67.3% 23 13.04%
SFS
5124
Solitude Financial Services
Virginia
$137M -$5.66M -4% 6.13% 55.4% 44 0%
SIC
5125
Sterling Investment Counsel
New York
$137M +$5.87M +4% 5% 82.8% 153 15.69%