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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)
Shaker Investments
5126
Shaker Investments
Ohio
$239M -$1.15M -0.5% 7.03% 216% 102 24.51% 2.5
Forager Capital Management
5127
Forager Capital Management
Alabama
$239M -$15.5M -6% 1.34% 52.6% 14 14.29% 2.3
KFA Private Wealth Group
5128
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 1.34% 62.8% 92 13.04% 2.7
Invenio Wealth Partners
5129
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 1.37% 55.5% 105 12.38% 1.1
Thomas Story & Son
5130
Thomas Story & Son
Indiana
$239M -$6.48M -3% 0.8% 101% 53 5.66% 7.2
Nightview Capital
5131
Nightview Capital
Texas
$239M +$110M +86% 47.9% 170% 9 66.67% 3
Hanover Advisors
5132
Hanover Advisors
South Carolina
$238M +$202K +0.1% 0.7% – 97 10.31% 0.9
EntryPoint Capital
5133
EntryPoint Capital
New York
$238M +$62.2M +35% 0.51% – 1,009 72.35% 0.3
Machina Capital
5134
Machina Capital
France
$238M -$13.8M -5% 1.92% 42.5% 376 56.91% 0.4
Strategic Equity Management
5135
Strategic Equity Management
Arizona
$237M +$26.5M +13% 1.26% 74.9% 59 20.34% 1.3
Eos Management LP
5136
Eos Management LP
New York
$237M -$48.5M -17% 12% 149% 45 15.56% 3
Palisades Hudson Asset Management
5137
Palisades Hudson Asset Management
Florida
$237M +$281K +0.1% 0.86% 66.8% 108 6.48% 6.2
Davis Investment Partners
5138
Davis Investment Partners
North Carolina
$237M -$1.49M -0.6% 0.53% 97.8% 133 18.8% 1.4
Gold Investment Management
5139
Gold Investment Management
Alberta, Canada
$237M -$1.75M -0.7% 1.01% 117% 215 3.26% 1
Barrett & Company
5140
Barrett & Company
Rhode Island
$237M +$6.21M +3% 1.11% 83.6% 625 9.92% 1.9
PIP
5141
Palisades Investment Partners
California
$237M +$7.26M +3% 10.4% – 46 23.91% 0.4
Twin Peaks Wealth Advisors
5142
Twin Peaks Wealth Advisors
California
$237M +$19.9M +9% 3.75% – 147 15.65% 0.8
United Bank (Georgia)
5143
United Bank (Georgia)
Georgia
$237M +$19.9M +9% 0.38% 93.7% 112 11.61% 4.6
Elevation Wealth Partners
5144
Elevation Wealth Partners
California
$237M +$3.71M +2% 0.06% 69.9% 534 16.85% 1.2
Intrepid Financial Planning Group
5145
Intrepid Financial Planning Group
Indiana
$237M +$3.16M +1% 3.54% 92.5% 132 11.36% 1.9
GPM Growth Investors
5146
GPM Growth Investors
Michigan
$237M -$3.69M -2% 0.8% – 46 8.7% 3.1
Teramo Advisors
5147
Teramo Advisors
Florida
$237M -$71.3M -23% 3.04% 72.1% 7 0% 2.3
BIP Alliance
5148
BIP Alliance
Georgia
$236M – – 0.45% – 48 – 0
KLP
5149
Kent Lake PR
Puerto Rico
$236M -$15.4M -6% 7.38% – 61 54.1% 0.2
Absolute Gestao de Investimentos
5150
Absolute Gestao de Investimentos
Brazil
$236M -$68.5M -22% 8.2% – 68 75% 0.2