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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)
Guinness Atkinson Asset Management
5376
Guinness Atkinson Asset Management
California
$206M +$1.32M +0.6% 4.39% 132% 101 1.98% 5.9
5th Street Advisors
5377
5th Street Advisors
Connecticut
$205M +$13.2M +7% 5.73% 47.5% 47 38.3% 1
Pettee Investors
5378
Pettee Investors
Connecticut
$205M -$1.98M -1% 8.63% 96.1% 121 6.61% 6.5
McNaughton Wealth Management
5379
McNaughton Wealth Management
California
$205M +$16.8M +9% 6.54% 55.6% 56 5.36% 3.6
Maltin Wealth Management
5380
Maltin Wealth Management
New Jersey
$205M +$19.2M +10% 5.56% 58.2% 129 10.85% 2.6
Ironwood Investment Management
5381
Ironwood Investment Management
Massachusetts
$205M +$18.3M +10% 8.75% 164% 179 8.38% 6.2
Keeler & Nadler Financial Planning & Wealth Management
5382
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205M +$23.2M +13% 6.24% 72.1% 74 17.57% 1.7
HI
5383
Hyundai Investments
South Korea
$205M -$14.5M -7% 6.61% 74.8% 1 0% 2.8
Deane Retirement Strategies
5384
Deane Retirement Strategies
Louisiana
$205M +$10.3M +5% 5.21% 73.4% 91 35.16% 2.7
Raelipskie Partnership
5385
Raelipskie Partnership
Ontario, Canada
$205M +$17.7M +9% 5.1% – 125 20% 0.6
Spider Management Company
5386
Spider Management Company
Virginia
$205M -$22.5M -10% 5.02% – 5 20% 0.6
Atlantic Investment Management
5387
Atlantic Investment Management
New York
$205M -$17.1M -8% 7.91% 28.8% 12 41.67% 1.3
LI
5388
Latigo Investments
Florida
$205M +$9.41M +5% 6.86% 62.6% 20 5% 2.3
WD Rutherford
5389
WD Rutherford
Oregon
$205M +$5.55M +3% 4.15% 189% 99 23.23% 2.7
May Barnhard Investments
5390
May Barnhard Investments
Maryland
$205M +$11M +6% 7.31% 65.4% 87 11.49% 0.7
Birch Capital Management
5391
Birch Capital Management
Texas
$205M +$12.3M +6% 6.05% 62% 88 5.68% 3.8
Wildcat Capital Management
5392
Wildcat Capital Management
New York
$205M -$204M -50% 5.15% 77.7% 17 64.71% 3.4
Freemont Management
5393
Freemont Management
Switzerland
$204M -$7.6M -4% 8.31% 113% 94 31.91% 1.7
SL
5394
SIB LLC
New York
$204M +$16.7M +9% 10.2% 29.2% 19 0% 8.6
WA1
5395
Wimmer Associates 1
California
$204M +$9.19M +5% 5.82% 78.9% 114 7.89% 6.4
Ironwood Wealth Management (West Virginia)
5396
Ironwood Wealth Management (West Virginia)
West Virginia
$204M +$6.49M +3% 5.25% 38.1% 23 8.7% 3
Union Savings Bank
5397
Union Savings Bank
Connecticut
$204M +$13.6M +7% 7.72% – 306 5.88% 1.2
HMS Capital Management
5398
HMS Capital Management
Tennessee
$204M +$12.1M +6% 6.14% 140% 113 8.85% 2.7
Catalyst Private Wealth
5399
Catalyst Private Wealth
California
$204M +$14.9M +8% 6.73% 120% 83 4.82% 2.6
Iams Wealth Management
5400
Iams Wealth Management
Nebraska
$204M +$21.1M +12% 4.57% 57.7% 160 22.5% 0.6