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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)
Stevens Capital Partners
5351
Stevens Capital Partners
Nebraska
$221M +$11.5M +5% 2.47% 76.3% 63 1.59% 1.6
Cherokee Insurance
5352
Cherokee Insurance
Michigan
$221M – – 1.84% – 120 – 0
Kaye Capital Management
5353
Kaye Capital Management
California
$221M -$29M -12% 0.14% – 42 14.29% 1.4
ALS
5354
Andrew L. Share
$220M +$68M +45% 54.4% 3.31% 14 14.29% 1.6
Collaborative Wealth Management
5355
Collaborative Wealth Management
Florida
$220M -$754K -0.3% 1.15% 46.6% 187 10.7% 2.8
Saiph Capital
5356
Saiph Capital
New Jersey
$220M +$7.81M +4% 2.62% 52.4% 52 19.23% 2
CVA
5357
Central Valley Advisors
California
$220M +$42.8M +24% 2.94% 77.8% 145 16.55% 0.7
Ardent Capital Management
5358
Ardent Capital Management
Ohio
$220M -$240K -0.1% 1.72% 87.2% 46 10.87% 1.8
Bain Capital Venture Investors
5359
Bain Capital Venture Investors
Massachusetts
$220M +$98.9M +82% 89.1% 34.2% 3 0% 2.2
American Financial Group
5360
American Financial Group
Ohio
$220M -$13.9M -6% 3.52% 32.5% 67 10.45% 6
Forza Wealth Management
5361
Forza Wealth Management
Florida
$219M +$1.14M +0.5% 1.21% 69.8% 191 6.28% 1.7
Wynnefield Capital
5362
Wynnefield Capital
New York
$219M -$5.26M -2% 5.32% 52.1% 17 5.88% 4.7
Decatur Capital Management
5363
Decatur Capital Management
Georgia
$219M +$2.22M +1% 6.99% 135% 55 25.45% 3.6
Decagon Asset Management
5364
Decagon Asset Management
United Kingdom
$219M – – 5.29% – 45 – 0
IMZ Advisory
5365
IMZ Advisory
Florida
$219M +$3.01M +1% 1.73% 73.1% 38 5.26% 0.9
PSquared Asset Management
5366
PSquared Asset Management
Switzerland
$219M -$198M -47% 1.76% 178% 10 70% 0.4
AAG
5367
Avalon Advisory Group
Pennsylvania
$219M -$1.61M -0.7% 1.22% 46% 16 6.25% 2.5
Dupree Financial Group
5368
Dupree Financial Group
Kentucky
$219M -$30.9M -12% 2.57% 75.8% 78 24.36% 0.8
Vesa Equity Investment
5369
Vesa Equity Investment
Luxembourg
$219M -$41M -16% 15.8% 2.97% 1 0% 4
Iams Wealth Management
5370
Iams Wealth Management
Nebraska
$219M +$15M +7% 0.78% 57.7% 179 27.93% 0.7
SimpliFi Inc
5371
SimpliFi Inc
California
$219M -$6.85M -3% 3.13% 27.9% 43 9.3% 2.9
HTG Investment Advisors
5372
HTG Investment Advisors
Connecticut
$219M +$6.71M +3% 1.45% 57.4% 70 11.43% 1.6
Ariadne Wealth Management
5373
Ariadne Wealth Management
California
$219M +$34.9M +19% 1.46% – 267 31.46% 0.3
TMT General Partner
5374
TMT General Partner
Hong Kong
$219M – – 1.54% – 2 – 0
Seven Grand Managers
5375
Seven Grand Managers
New York
$218M -$230M -51% 15.4% 281% 79 70.89% 0.3