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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)
Carlson Capital
5226
Carlson Capital
Texas
$242M -$14.1M -5% 6.13% 67.9% 83 73.49% 0.2
BNMT
5227
Bawa N Mallick Trust
New York
$242M +$30.8M +15% 14.6% – 67 2.99% 0.5
Yeomans Consulting Group
5228
Yeomans Consulting Group
Georgia
$242M -$16.7M -6% 9.16% – 111 48.65% 0.7
Institutional Venture Management XV
5229
Institutional Venture Management XV
California
$242M +$44.1M +22% 38.2% 116% 4 0% 3.1
Wealthspan Partners
5230
Wealthspan Partners
Iowa
$242M +$25.4M +12% 8.07% 65% 125 12.8% 2.1
Spreng Capital Management
5231
Spreng Capital Management
Ohio
$242M +$20.8M +9% 9.9% 72.5% 77 3.9% 4
AAFMAA Wealth Management & Trust
5232
AAFMAA Wealth Management & Trust
North Carolina
$242M +$21.6M +10% 8.65% 62.3% 86 15.12% 1.6
Denver Wealth Management
5233
Denver Wealth Management
Colorado
$242M +$22.5M +10% 9.18% 64.4% 93 12.9% 2.5
Stonehearth Capital Management
5234
Stonehearth Capital Management
Massachusetts
$241M -$187K -0.1% 8.99% 87.5% 102 23.53% 3.1
Turiya Advisors Asia
5235
Turiya Advisors Asia
Hong Kong
$241M +$176M +271% 12.8% 247% 4 75% 0.1
Houlihan Financial Resource Group
5236
Houlihan Financial Resource Group
Virginia
$241M +$18.6M +8% 6.74% 50.6% 110 9.09% 2.5
Acorn Creek Capital
5237
Acorn Creek Capital
Colorado
$241M +$40.5M +20% 8.05% – 82 13.41% 1.2
TL Private Wealth
5238
TL Private Wealth
Texas
$241M +$39M +19% 7.77% 50.6% 45 8.89% 3.8
Hanwha Asset Management
5239
Hanwha Asset Management
South Korea
$241M +$22M +10% 11% – 1 0% 2.5
California First Leasing Corp
5240
California First Leasing Corp
California
$241M +$13.9M +6% 16.9% 377% 47 17.02% 2.2
Unique Wealth Strategies
5241
Unique Wealth Strategies
Illinois
$240M +$20.1M +9% 11.4% 96.9% 243 41.98% 0.8
J.H. Whitney Equity Partners VII
5242
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 3.51% 407% 1 0% 3.5
Wealthedge Investment Advisors
5243
Wealthedge Investment Advisors
New York
$240M +$18.3M +8% 8.27% – 207 44.44% 0.4
DIM
5244
DC Investments Management
Virginia
$240M +$45.4M +23% 12.3% 56.3% 115 12.17% 1.1
Morgan Dempsey Capital Management
5245
Morgan Dempsey Capital Management
Wisconsin
$240M -$554K -0.2% 0.07% 52.1% 161 19.88% 2.9
Beach Point Capital Management
5246
Beach Point Capital Management
California
$240M -$44.2M -16% 18.2% 84.1% 20 15% 1.1
NKCFO LLC
5247
NKCFO LLC
Illinois
$240M +$24.6M +11% 13.7% 211% 121 56.2% 0.8
Stonebridge Financial Planning Group
5248
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 9.82% 67.2% 168 5.95% 3.1
Adaptive Financial Consulting
5249
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 5.29% 33.4% 22 13.64% 4.1
Meritech Capital Associates V
5250
Meritech Capital Associates V
California
$239M +$83.5M +54% 56.7% 133% 2 0% 4.4