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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)
Element Wealth
5126
Element Wealth
Mississippi
$97.6M – – 7.06% 59.6% 114 – 0
J. Safra Asset Management
5127
J. Safra Asset Management
New York
$97.4M – – 5.75% 84.3% 13 – 1.7
KL
5128
Kam Lawrence
$97.4M – – 69% – 7 – 0
SFI
5129
Sonic Fund II
Hawaii
$97.4M – – 69% 119% 7 – 0
Kessler Investment Group
5130
Kessler Investment Group
Indiana
$97.2M +$7.66M +9% 10.7% 251% 130 31.54% 1.7
Private Harbour Investment Management & Counsel
5131
Private Harbour Investment Management & Counsel
Ohio
$97.2M +$801K +0.8% 6.31% 82.6% 69 5.8% 4.1
Aufman Associates
5132
Aufman Associates
Pennsylvania
$97.1M – – 8.46% 136% 42 – 0
Springowl Associates
5133
Springowl Associates
New York
$97.1M +$20.4M +27% 52.4% 101% 27 29.63% 1.5
Spectrum Asset Management (Connecticut)
5134
Spectrum Asset Management (Connecticut)
Connecticut
$97.1M +$394K +0.4% 3.54% 0.74% 5 40% 4.9
Sustainable Insight Capital Management
5135
Sustainable Insight Capital Management
New York
$97M +$9.6M +11% 8.92% 150% 66 31.82% 0.9
TRV GP II
5136
TRV GP II
Massachusetts
$96.9M +$51.9M +115% 147% 20.8% 2 0% 2
HC Advisors
5137
HC Advisors
Georgia
$96.9M – – 6.38% 63.5% 44 – 0
WA
5138
WP Advisors
California
$96.9M +$9.6M +11% 12.1% 113% 63 7.94% 2.3
Fairbanks Capital Management
5139
Fairbanks Capital Management
California
$96.8M -$298K -0.3% 4.23% 81.3% 59 6.78% 1.5
MCM
5140
Maxim Capital Management
California
$96.8M -$14M -13% 4.11% – 30 23.33% 0.9
CA
5141
Crumly & Associates
Illinois
$96.5M – – 7.22% 58.1% 51 – 0
BRC
5142
BHF RG Capital
Arizona
$96.5M – – 6.12% – 25 – 0
Strategic Wealth Investment Group
5143
Strategic Wealth Investment Group
Kentucky
$96.4M – – 5.43% – 56 – 0
Hilltop Wealth Advisors
5144
Hilltop Wealth Advisors
North Carolina
$96.4M – – 5.03% 58.3% 29 – 0
Euclidean Technologies Management
5145
Euclidean Technologies Management
Washington
$96.4M -$10.2M -10% 11.1% 124% 72 26.39% 1.7
Private Wealth Group
5146
Private Wealth Group
Florida
$96.1M -$15.5M -14% 6.54% 52.9% 37 32.43% 1.1
Moon Capital Management (Tennessee)
5147
Moon Capital Management (Tennessee)
Tennessee
$96.1M +$87.7M +1,044% 9.28% 15.7% 53 30.19% 2.5
Carolinas Wealth Consulting
5148
Carolinas Wealth Consulting
North Carolina
$96M – – 9.09% 24.6% 93 – 0
Powell Investment Advisors
5149
Powell Investment Advisors
Florida
$95.9M – – 6.27% 82.4% 117 – 0
KPCB DGF Associates
5150
KPCB DGF Associates
California
$95.9M -$58.5M -38% 2.4% – 2 50% 0.5