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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)
Marshall & Sullivan
5176
Marshall & Sullivan
Washington
$189M +$17.6M +10% 11.3% 82% 39 2.56% 7.1
LifeGuide Financial Advisors
5177
LifeGuide Financial Advisors
Pennsylvania
$189M +$18.1M +11% 10.9% 35.4% 43 13.95% 1.3
Eastover Investment Advisors
5178
Eastover Investment Advisors
North Carolina
$189M +$22.8M +14% 11.2% 105% 46 8.7% 2.7
MMA Asset Management
5179
MMA Asset Management
Pennsylvania
$189M +$16.2M +9% 9.86% 61.2% 122 9.02% 1.8
BHZ Capital Management
5180
BHZ Capital Management
California
$189M +$68.1M +56% 25.4% 3.24% 72 23.61% 3
Ruggaard & Associates
5181
Ruggaard & Associates
Ohio
$189M +$21M +13% 8.19% 47.6% 117 10.26% 0.7
One Charles Private Wealth Services
5182
One Charles Private Wealth Services
Massachusetts
$189M +$17.9M +10% 7.52% 99.7% 142 13.38% 1.8
MS
5183
Madden Securities
Texas
$189M +$11.9M +7% 9.68% 108% 100 22% 2.5
NERM
5184
New England Research & Management
Illinois
$189M +$13.3M +8% 10.7% 65% 169 20.12% 3.5
PK
5185
Pflug Koory
Nebraska
$189M +$15.8M +9% 10.1% – 410 3.9% 5.2
Commonwealth Retirement Investments
5186
Commonwealth Retirement Investments
Virginia
$189M +$15.5M +9% 9.77% 96.7% 86 24.42% 0.6
Sozo Ventures GP II
5187
Sozo Ventures GP II
California
$189M +$107M +132% 132% 8.44% 1 0% 2
Hoxton Planning & Management
5188
Hoxton Planning & Management
West Virginia
$189M +$34.4M +22% 10.2% 77.8% 161 22.36% 0.8
PCR
5189
Potrero Capital Research
California
$189M +$37.8M +25% 11.8% 226% 29 34.48% 0.9
CCC
5190
Chelsea Counsel Company
California
$189M -$5.86M -3% 8.03% 106% 171 9.36% 3.2
Fonville Wealth Management
5191
Fonville Wealth Management
Virginia
$188M – – 9.23% 53.9% 86 – 0
California First Leasing Corp
5192
California First Leasing Corp
California
$188M +$15.3M +9% 8.61% 377% 39 2.56% 1.5
Blueshift Asset Management
5193
Blueshift Asset Management
New Jersey
$188M +$18.8M +11% 18.1% 38.8% 396 69.7% 0.3
Juniper Investment Company
5194
Juniper Investment Company
New York
$188M +$30.6M +19% 25.3% 358% 11 18.18% 3.3
Adaptive Financial Consulting
5195
Adaptive Financial Consulting
Ohio
$188M +$11.4M +6% 8.33% 33.4% 18 0% 3.5
Silphium Asset Management
5196
Silphium Asset Management
United Kingdom
$188M -$125M -40% 17.3% 118% 74 64.86% 0.6
Highview Capital Management
5197
Highview Capital Management
Illinois
$188M +$12.9M +7% 11% 123% 116 24.14% 1.3
Texas Capital Bancshares
5198
Texas Capital Bancshares
Texas
$188M +$6.77M +4% 10.9% 175% 91 19.78% 3.2
Matisse Capital
5199
Matisse Capital
Oregon
$188M +$46M +32% 9.47% 73.3% 220 34.09% 1.1
Equita Financial Network
5200
Equita Financial Network
Pennsylvania
$188M +$25.1M +15% 9.46% 50.5% 65 16.92% 0.2