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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)
Wealth Management Partners
5301
Wealth Management Partners
Arizona
$216M -$15.8M -7% 5.34% 194% 123 15.45% 2.7
HCM
5302
Hall Capital Management
Rhode Island
$216M +$1.49M +0.7% 0.47% – 105 16.19% 6.3
Daily Journal Corp
5303
Daily Journal Corp
California
$216M +$6.33M +3% 5.5% 109% 4 0% 9.4
FCP
5304
Fosse Capital Partners
United Kingdom
$216M -$54.5M -20% 9.62% 80% 3 0% 4.3
Trueblood Wealth Management
5305
Trueblood Wealth Management
Ohio
$216M +$12.7M +6% 0.82% 89.9% 243 10.7% 1.1
Infusive Asset Management
5306
Infusive Asset Management
New York
$216M -$9M -4% 3% 33.8% 42 21.43% 1.3
Kennedy Investment Group
5307
Kennedy Investment Group
New Jersey
$215M -$5.58M -3% 3.6% 95.4% 132 12.12% 1.8
MB, Levis & Associates
5308
MB, Levis & Associates
Pennsylvania
$215M +$15.7M +8% 0.46% 43.1% 296 6.08% 2
Paragon Private Wealth Management
5309
Paragon Private Wealth Management
Kentucky
$215M -$1.31M -0.6% 3.35% 104% 196 22.96% 1.8
Strait & Sound Wealth Management
5310
Strait & Sound Wealth Management
California
$215M -$501K -0.2% 2.92% 74% 159 16.98% 1.5
WJ Interests
5311
WJ Interests
Texas
$215M +$7.74M +4% 0.36% 55.2% 23 30.43% 1.2
NKCFO LLC
5312
NKCFO LLC
Illinois
$215M -$12.4M -5% 12.4% 237% 133 57.89% 0.8
Freedom Financial Partners
5313
Freedom Financial Partners
Minnesota
$215M +$7.44M +4% 1.65% – 79 16.46% 0.2
Colorado Capital Management
5314
Colorado Capital Management
Colorado
$215M +$8.21M +4% 2.36% 60.4% 103 15.53% 5
Sherbrooke Park Advisers
5315
Sherbrooke Park Advisers
New York
$215M -$98.7M -31% 6.04% 9.59% 988 70.34% 0.3
Crescent Park Management
5316
Crescent Park Management
California
$215M -$46.5M -18% 14.4% 87% 37 8.11% 1.7
MAS
5317
Madden Advisory Services
Florida
$215M -$835K -0.4% 1.19% 52.3% 101 1.98% 5.4
Logan Stone Capital
5318
Logan Stone Capital
Illinois
$215M -$84.1M -28% 1.45% 43.9% 120 46.67% 1.3
Mitchell & Pahl Private Wealth
5319
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$418K +0.2% 1.62% 82.3% 148 3.38% 3.8
Norris Financial Group
5320
Norris Financial Group
South Carolina
$214M +$1.46M +0.7% 1.15% 142% 104 39.42% 1.5
Ridgewood Investments
5321
Ridgewood Investments
New Jersey
$214M +$6.93M +3% 2.15% – 754 15.52% 1.6
Sivia Capital Partners
5322
Sivia Capital Partners
California
$214M +$13.1M +7% 5.05% – 307 38.76% 0.7
Topel & Distasi Wealth Management
5323
Topel & Distasi Wealth Management
California
$214M -$19.3M -8% 1.28% 43.6% 79 8.86% 2.8
EL
5324
EQ LLC
Washington
$214M +$1.26M +0.6% 0.88% 72.9% 68 13.24% 2.3
Evergreen Private Wealth
5325
Evergreen Private Wealth
Colorado
$214M +$527K +0.2% 0.06% 80.2% 207 13.04% 1.1