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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)
Cribstone Capital Management
5201
Cribstone Capital Management
Maine
$180M +$12.4M +7% 7.1% 22.4% 445 11.46% 2.8
HC Financial Advisors
5202
HC Financial Advisors
California
$180M +$13.3M +8% 9.39% 31.2% 357 13.45% 1.7
Elm Advisors
5203
Elm Advisors
California
$180M +$12.8M +8% 8.03% 50.5% 91 6.59% 5.9
Wahed Invest
5204
Wahed Invest
New York
$180M – – 16.1% 140% 224 – 0
E Fund Management (HK)
5205
E Fund Management (HK)
Hong Kong
$180M – – 21.8% 163% 40 – 1.1
Atlas Private Wealth Management
5206
Atlas Private Wealth Management
New York
$179M +$15.8M +10% 7.3% 19.8% 128 10.16% 1.7
Fullen Financial Group
5207
Fullen Financial Group
Ohio
$179M +$4.25M +2% 2.8% 28.4% 60 3.33% 1.4
G2VP I Associates
5208
G2VP I Associates
California
$179M – – 8.4% – 1 – 0
STC
5209
Sarah T. Connolly
$179M +$57.5M +47% 11% 35% 100 9% 0.9
ICW Investment Advisors
5210
ICW Investment Advisors
Arizona
$179M +$24.2M +16% 12.6% 58.6% 135 2.96% 1.8
Seafarer Capital Partners
5211
Seafarer Capital Partners
California
$179M -$13M -7% 3.53% 61.3% 6 50% 0.6
Delta Capital Management
5212
Delta Capital Management
New Jersey
$179M +$18.1M +11% 12.9% 129% 87 4.6% 4.6
LP
5213
Lloyd Park
Illinois
$179M – – 7.37% – 105 – 0
Tieton Capital Management
5214
Tieton Capital Management
Washington
$179M -$5.18M -3% 9.33% 172% 35 14.29% 3.6
Banco de Sabadell
5215
Banco de Sabadell
Florida
$178M +$29.5M +20% 14% 75.1% 101 25.74% 3.2
Van Leeuwen & Company
5216
Van Leeuwen & Company
New Jersey
$178M +$15.2M +9% 11.1% 75.4% 75 26.67% 1.6
Bouvel Investment Partners
5217
Bouvel Investment Partners
Pennsylvania
$178M +$1.38M +0.8% 1.49% 199% 66 1.52% 0.9
Zimmermann Investment Management & Planning
5218
Zimmermann Investment Management & Planning
Pennsylvania
$178M – – 8.88% 31.6% 88 – 0
Harvest Group Wealth Management
5219
Harvest Group Wealth Management
Massachusetts
$178M +$8.06M +5% 1.86% 28.1% 129 52.71% 0.5
Yaupon Capital Management
5220
Yaupon Capital Management
New York
$178M +$8.43M +5% 1.5% 122% 92 58.7% 0.4
Iron Horse Wealth Management
5221
Iron Horse Wealth Management
Iowa
$178M +$16.8M +10% 4.38% 29.1% 257 12.06% 0.8
Lakehouse Capital
5222
Lakehouse Capital
Australia
$178M +$841K +0.5% 4.32% 87.4% 12 0% 1.8
First City Capital Management
5223
First City Capital Management
Georgia
$178M +$160K +0.1% 10.6% 86.4% 177 12.43% 4.7
FP
5224
Fiduciary Planning
Florida
$178M -$10.1M -5% 6.28% 71.4% 68 30.88% 1.1
Kessler Investment Group
5225
Kessler Investment Group
Indiana
$178M +$36.9M +26% 9.79% 251% 197 31.98% 1.6