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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)
Woodward Diversified Capital
5351
Woodward Diversified Capital
California
$170M +$10.5M +7% 8.96% 118% 219 25.57% 0.7
Eos Management LP
5352
Eos Management LP
New York
$170M +$9.09M +6% 5.46% 149% 30 3.33% 4
Stone Asset Management
5353
Stone Asset Management
Texas
$170M – – 5.51% – 42 – 0
Bellevue Asset Management
5354
Bellevue Asset Management
Washington
$170M +$6.31M +4% 11.9% 56.7% 604 11.09% 1.6
FRM
5355
Fox Run Management
Connecticut
$170M +$10.9M +7% 5.19% 64% 780 86.28% 0.1
KCM
5356
Kempner Capital Management
Texas
$170M -$5.83M -3% 2.75% 60.9% 57 19.3% 4.2
7G Capital Management
5357
7G Capital Management
New York
$170M +$40.4M +31% 19.8% 137% 5 20% 0.8
Clearstead Trust
5358
Clearstead Trust
Maine
$170M +$11.6M +7% 10.8% 124% 204 7.35% 2.1
Verity Asset Management
5359
Verity Asset Management
North Carolina
$169M +$14.9M +10% 7.22% 87% 227 28.63% 1.8
Trinity Financial Advisors
5360
Trinity Financial Advisors
Ohio
$169M +$19.8M +13% 7.94% 74.5% 67 29.85% 0.7
Vigilare Wealth Management
5361
Vigilare Wealth Management
Arizona
$169M +$7.51M +5% 8.96% 59.5% 206 22.82% 1.2
InterWest Venture Management
5362
InterWest Venture Management
California
$169M -$72.3M -30% 22.8% 57.6% 10 10% 2.9
Cox Capital Management
5363
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 12.7% 106% 82 10.98% 2.6
Sterneck Capital Management
5364
Sterneck Capital Management
Missouri
$169M +$12M +8% 7.55% 61.5% 114 13.16% 3.3
Western Standard LLC
5365
Western Standard LLC
California
$169M -$6.73M -4% 5.92% 83.7% 44 54.55% 0.8
DB Wealth Management Group
5366
DB Wealth Management Group
California
$169M +$13.8M +9% 7.6% 19% 369 7.59% 0.9
Seneca Financial Advisors
5367
Seneca Financial Advisors
New York
$169M +$18M +12% 6.54% 50.9% 49 22.45% 0.8
Values First Advisors
5368
Values First Advisors
Tennessee
$169M +$14.5M +9% 6.3% 87.6% 177 19.21% 1.3
Northstar Advisory Group
5369
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 11.1% 141% 137 95.62% 0.1
Decatur Capital Management
5370
Decatur Capital Management
Georgia
$169M +$17.2M +11% 15.5% 135% 66 13.64% 2.1
TFA
5371
Triad Financial Advisors
North Carolina
$168M – – 9.59% – 117 – 0
Grace Capital
5372
Grace Capital
Massachusetts
$168M +$5.88M +4% 7.42% 127% 167 17.96% 2.6
Tabor Asset Management
5373
Tabor Asset Management
New York
$168M +$1.2M +0.7% 4.82% 214% 52 65.38% 0.4
OLIO Financial Planning
5374
OLIO Financial Planning
Virginia
$168M – – 4.11% 52.9% 41 – 0
AAM
5375
Ascension Asset Management
New York
$168M +$15.3M +10% 14.6% – 83 6.02% 0.8