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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)
NC
5401
Nokomis Capital
Texas
$290M -$58.3M -17% 1.34% 145% 61 19.67% 1.5
Bayberry Capital Partners
5402
Bayberry Capital Partners
New York
$290M -$33M -10% 15.6% 99.7% 37 45.95% 0.8
NerdWallet Wealth Partners
5403
NerdWallet Wealth Partners
New York
$290M +$61M +27% 10.9% – 70 17.14% 0.5
Foresite Capital Management IV
5404
Foresite Capital Management IV
California
$290M +$53.1M +22% 28.2% 151% 9 44.44% 1.5
Kite Lake Capital Management (UK)
5405
Kite Lake Capital Management (UK)
United Kingdom
$290M +$165M +133% 19.8% 337% 11 18.18% 0.6
SGL Investment Advisors
5406
SGL Investment Advisors
Montana
$290M +$23.4M +9% 17.8% – 143 20.28% 1.3
McCarter Private Wealth Services
5407
McCarter Private Wealth Services
Massachusetts
$290M +$59.8M +26% 14.7% – 206 30.1% 1
RC
5408
Resolute Capital
South Carolina
$290M +$42.9M +17% 9.84% – 74 25.68% 0.4
Viewpoint Investment Partners
5409
Viewpoint Investment Partners
Alberta, Canada
$290M +$73.8M +34% 4.67% 38.4% 135 34.07% 0.6
Bourne Lent Asset Management
5410
Bourne Lent Asset Management
New York
$289M +$17.3M +6% 13.3% 76.1% 66 6.06% 7.7
Ironwood Investment Management
5411
Ironwood Investment Management
Massachusetts
$289M +$49.4M +21% 28.6% 164% 186 8.6% 6.5
FCG Investment Company
5412
FCG Investment Company
Tennessee
$289M +$61.1M +27% 31.1% – 142 46.48% 0.9
Towerpoint Wealth
5413
Towerpoint Wealth
California
$289M +$41.3M +17% 14.5% 67.7% 117 22.22% 3.6
First Financial Corp
5414
First Financial Corp
Indiana
$289M +$34.5M +14% 17.2% 95.3% 305 3.93% 8.8
Dravo Bay
5415
Dravo Bay
Delaware
$289M +$42.8M +17% 10.2% 45.2% 55 9.09% 3.1
CCAM
5416
Codex Capital Asset Management
Texas
$289M +$30.3M +12% 16.2% – 34 11.76% 1.5
WIA
5417
Wetzel Investment Advisors
Indiana
$289M +$37.1M +15% 13.1% 72.2% 147 16.33% 1.8
Stableford Capital II
5418
Stableford Capital II
Arizona
$289M +$19.5M +7% 12.9% 66.9% 162 20.37% 2
Crux Wealth Advisors
5419
Crux Wealth Advisors
California
$289M +$27.9M +11% 11.5% – 200 13.5% 1.1
FWG Holdings
5420
FWG Holdings
Florida
$288M +$23.4M +9% 20.4% 91.6% 145 26.21% 2.3
Retirement Capital Strategies
5421
Retirement Capital Strategies
California
$288M +$23.4M +9% 11.3% 59% 71 16.9% 3.2
5AM Venture Management
5422
5AM Venture Management
California
$288M -$72.3M -20% 23% 546% 20 20% 2.2
TKG Advisors
5423
TKG Advisors
Indiana
$288M +$46M +19% 22.9% 104% 104 24.04% 2
Alliance Private Wealth
5424
Alliance Private Wealth
Massachusetts
$288M +$9.5M +3% 13.5% – 82 2.44% 0.5
Investors Asset Management of Georgia
5425
Investors Asset Management of Georgia
Georgia
$288M +$43.3M +18% 28.6% 118% 195 6.67% 6.4