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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)
Nova R Wealth
5376
Nova R Wealth
Kansas
$194M +$2.46M +1% 2.8% 54.5% 85 8.24% 1.6
Forza Wealth Management
5377
Forza Wealth Management
Florida
$194M +$1.67M +0.9% 0.19% 69.8% 177 6.21% 1.3
Stevens Capital Partners
5378
Stevens Capital Partners
Nebraska
$194M +$25.9M +15% 3.01% 68.8% 61 8.2% 1.2
May Barnhard Investments
5379
May Barnhard Investments
Maryland
$194M -$5.98M -3% 0.26% 65.4% 84 7.14% 0.5
Tabor Asset Management
5380
Tabor Asset Management
New York
$194M -$46.5M -19% 2.57% 214% 59 66.1% 0.6
Mitsubishi UFJ Asset Management (UK)
5381
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$194M -$3.39M -2% 3.52% 151% 109 12.84% 1.9
Revolution Growth Management Company
5382
Revolution Growth Management Company
District of Columbia
$194M -$11.4M -6% 12.9% 23.5% 4 50% 1.9
Trail Ridge Investment Advisors
5383
Trail Ridge Investment Advisors
Colorado
$193M +$16.6M +9% 4.02% 83.9% 105 4.76% 2
BCK Partners
5384
BCK Partners
New York
$193M +$6.56M +4% 0.48% 46% 30 3.33% 2.7
HF Advisory Group
5385
HF Advisory Group
Maryland
$193M +$14.6M +8% 1.72% 73.2% 165 6.67% 1.2
KM Capital Management
5386
KM Capital Management
Texas
$193M +$12.8M +7% 2.54% 60.8% 45 13.33% 1.1
ORBA Wealth Advisors
5387
ORBA Wealth Advisors
Illinois
$193M +$12.5M +7% 3.14% 70.5% 101 5.94% 0.5
KFA Private Wealth Group
5388
KFA Private Wealth Group
Virginia
$193M -$129M -40% 2.78% 62.8% 99 24.24% 2.8
Powell Investment Advisors
5389
Powell Investment Advisors
Florida
$193M +$3.74M +2% 1.55% 82.4% 160 15.63% 2.7
Absolute Gestao de Investimentos
5390
Absolute Gestao de Investimentos
Brazil
$193M -$136M -41% 3.68% – 52 69.23% 0.2
Seneca Financial Advisors
5391
Seneca Financial Advisors
New York
$193M +$5.51M +3% 0.4% 47.3% 62 12.9% 2.3
AAF Wealth Management
5392
AAF Wealth Management
Massachusetts
$193M +$15.3M +9% 1.8% 65.8% 49 18.37% 2
Spreng Capital Management
5393
Spreng Capital Management
Ohio
$193M +$7.53M +4% 4.29% 72.5% 92 7.61% 3.5
Baron Wealth Management
5394
Baron Wealth Management
Michigan
$193M +$4.61M +2% 2.61% 86.8% 200 18% 1.1
Chartist Inc
5395
Chartist Inc
California
$193M -$2.16M -1% 3.81% – 28 7.14% 5.5
Financial Connections Group
5396
Financial Connections Group
California
$193M +$101M +111% 1.9% 44.4% 349 54.44% 0.8
First National Bank Sioux Falls
5397
First National Bank Sioux Falls
South Dakota
$193M +$9.5M +5% 0.21% 70.3% 131 6.11% 4.3
Family Wealth Partners
5398
Family Wealth Partners
North Carolina
$193M +$16.2M +9% 1.31% 58.5% 42 4.76% 0.5
Peoples Bank (Ohio)
5399
Peoples Bank (Ohio)
Ohio
$193M +$13.3M +7% 2.53% 71.7% 141 17.02% 4.1
Baugh & Associates
5400
Baugh & Associates
Georgia
$193M +$4.76M +3% 1.77% 98.8% 40 2.5% 4.9