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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)
NERM
5101
New England Research & Management
Illinois
$172M +$1.91M +1% 3.29% 65% 161 28.57% 3.8
FountainVest China Capital Partners GP3
5102
FountainVest China Capital Partners GP3
Cayman Islands
$172M -$54.9M -24% 10.9% 121% 1 0% 3.5
HC Advisors
5103
HC Advisors
Georgia
$172M +$10.5M +7% 3.91% 63.5% 84 4.76% 2.3
Searcy Financial Services
5104
Searcy Financial Services
Kansas
$172M +$10M +6% 6.21% 60.2% 21 14.29% 2
One Charles Private Wealth Services
5105
One Charles Private Wealth Services
Massachusetts
$172M +$11.1M +7% 8.44% 99.7% 130 12.31% 1.6
Wealth Management Resources
5106
Wealth Management Resources
Rhode Island
$172M +$9.41M +6% 1.94% 37.7% 48 31.25% 1.2
IAMH
5107
IvyRock Asset Management (HK)
Hong Kong
$172M -$23.5M -12% 3.03% 76% 19 21.05% 1
Key Client Fiduciary Advisors
5108
Key Client Fiduciary Advisors
New Jersey
$172M +$11.6M +7% 5.05% 107% 185 12.97% 1
Phoenix Wealth Advisors
5109
Phoenix Wealth Advisors
North Carolina
$172M +$10.2M +6% 4.65% 60.1% 113 16.81% 1.5
1492 Capital Management
5110
1492 Capital Management
Wisconsin
$172M +$9.6M +6% 11.4% 332% 117 29.91% 1.5
Ironwood Wealth Management (West Virginia)
5111
Ironwood Wealth Management (West Virginia)
West Virginia
$172M +$4M +2% 2.78% 38.1% 24 4.17% 1.9
Acuitas Investments
5112
Acuitas Investments
Washington
$172M +$74.9M +77% 8.55% 145% 117 74.36% 0.4
Segra Capital Management
5113
Segra Capital Management
Florida
$172M +$30.4M +22% 18.4% 19% 8 25% 1
Pavion Blue Capital
5114
Pavion Blue Capital
California
$172M +$9.21M +6% 6.11% 77.6% 100 4% 2.7
Access Financial Services
5115
Access Financial Services
Minnesota
$172M +$6.99M +4% 3.49% 44.8% 90 18.89% 3.6
BancFirst Trust & Investment Management
5116
BancFirst Trust & Investment Management
Oklahoma
$171M +$4.02M +2% 6.1% 44.9% 46 10.87% 1.2
Moseley Investment Management
5117
Moseley Investment Management
Florida
$171M +$17.3M +11% 10.7% 96.6% 148 6.76% 2.9
Goodwin Investment Advisory
5118
Goodwin Investment Advisory
Georgia
$171M +$17.9M +12% 8.29% 60.8% 85 9.41% 1.4
Powell Investment Advisors
5119
Powell Investment Advisors
Florida
$171M -$8.61M -5% 5.53% 82.4% 140 10% 2.4
Hutner Capital Management
5120
Hutner Capital Management
Vermont
$171M +$6.76M +4% 4.71% 52.2% 44 0% 5.5
KFG Wealth Management
5121
KFG Wealth Management
Indiana
$171M +$26.6M +18% 6.8% 55.9% 122 26.23% 0.3
Mine & Arao Wealth Creation & Management
5122
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 11% 92% 346 10.4% 2.6
Kennedy Investment Group
5123
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 4.61% 95.4% 123 6.5% 0.5
Ruggaard & Associates
5124
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 3.77% 47.6% 110 4.55% 0.2
MMA Asset Management
5125
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 4% 54.3% 121 23.14% 1.4