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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)
Accretive Wealth Partners
5151
Accretive Wealth Partners
New Jersey
$169M +$12.3M +8% 5.81% 57.3% 117 2.56% 1.9
Alan N. Hoffman Investment Management
5152
Alan N. Hoffman Investment Management
Massachusetts
$169M +$27.4M +19% 19% 76.8% 13 7.69% 1.9
SCM
5153
Stonehill Capital Management
New York
$169M -$24.1M -13% 14.3% 117% 13 23.08% 1.8
Lumature Wealth Partners
5154
Lumature Wealth Partners
Georgia
$168M -$10.1M -6% 4.98% – 409 8.8% 2
Aspen Investment Management
5155
Aspen Investment Management
Michigan
$168M +$11.9M +8% 4.77% 84.9% 146 17.81% 5.8
Black Maple Capital Management
5156
Black Maple Capital Management
Wisconsin
$168M +$61.4M +58% 7.02% 35.7% 132 59.09% 0.4
Vishria Bird Financial Group
5157
Vishria Bird Financial Group
Tennessee
$168M +$11.9M +8% 10.3% 74.3% 56 3.57% 2.8
Grand Wealth Management
5158
Grand Wealth Management
Michigan
$168M +$1.84M +1% 3.91% 54.1% 78 33.33% 0.9
QC
5159
Qalhat Capital
British Virgin Islands
$168M +$12M +8% 8% 90.3% 9 11.11% 1.4
Collaborative Wealth Management
5160
Collaborative Wealth Management
Florida
$168M +$9.41M +6% 3.71% 41.6% 176 10.23% 1.9
Root Financial Partners
5161
Root Financial Partners
California
$168M +$27.8M +20% 4.07% 62.5% 69 18.84% 0.2
Kinloch Capital
5162
Kinloch Capital
Virginia
$168M -$3.28M -2% 1.86% 63.4% 67 7.46% 2
Hook Mill Capital Partners
5163
Hook Mill Capital Partners
New York
$168M +$33.5M +25% 12.3% 149% 43 41.86% 0.3
PCA Investment Advisory Services
5164
PCA Investment Advisory Services
Ohio
$168M +$26.2M +19% 6.27% 71.4% 445 74.61% 0.1
Cowen Investment Management
5165
Cowen Investment Management
New York
$168M -$216M -56% 0.34% 1.87% 125 71.2% 0.8
Cadent Capital Advisors
5166
Cadent Capital Advisors
Oklahoma
$167M -$51M -23% 2.26% 106% 153 18.95% 1.5
Union Savings Bank
5167
Union Savings Bank
Connecticut
$167M – – 5.92% – 285 – 0
MBA Advisors
5168
MBA Advisors
Pennsylvania
$167M +$6.69M +4% 3.9% 58.3% 126 8.73% 1.8
Trust Company of Kansas
5169
Trust Company of Kansas
Kansas
$167M +$10.6M +7% 8.81% 87% 47 2.13% 2.6
Yorktown Energy Partners XI
5170
Yorktown Energy Partners XI
New York
$167M +$13M +8% 2.24% 105% 5 20% 2.2
Garrison Asset Management
5171
Garrison Asset Management
Arkansas
$167M +$5.62M +3% 6.48% 52.1% 108 11.11% 6
GoodHaven Capital Management
5172
GoodHaven Capital Management
New Jersey
$167M +$11.5M +7% 14.2% 80.7% 30 20% 4.1
Palmer Knight Company
5173
Palmer Knight Company
Florida
$167M +$9.2M +6% 9.41% 78.9% 33 12.12% 2.9
WealthCare Investment Partners
5174
WealthCare Investment Partners
Rhode Island
$167M +$1.33M +0.8% 3.47% 62.6% 135 17.04% 1.1
KPS Global Asset Management (UK)
5175
KPS Global Asset Management (UK)
United Kingdom
$167M +$53.3M +47% 59.1% 373% 5 0% 3.1