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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)
Birch Capital Management
5401
Birch Capital Management
Texas
$174M +$16.2M +10% 11.3% 62% 99 8.08% 3.2
Sagil Capital
5402
Sagil Capital
United Kingdom
$174M +$29.1M +20% 9.07% 104% 26 53.85% 0.4
ICM
5403
Indaba Capital Management
California
$174M -$165M -49% 2.05% 66.7% 17 47.06% 1.8
MI
5404
Moneywise Inc
Virginia
$174M +$14.7M +9% 10.1% 60.8% 57 21.05% 3.5
DRP
5405
Decade Renewable Partners
Texas
$174M +$8.91M +5% 4.85% – 39 46.15% 0.4
Baugh & Associates
5406
Baugh & Associates
Georgia
$174M +$14.1M +9% 10.8% 98.8% 39 5.13% 4.7
Stonebridge Financial Planning Group
5407
Stonebridge Financial Planning Group
Florida
$174M +$17.8M +11% 10.1% 72.4% 157 18.47% 2.3
John W. Brooker & Co
5408
John W. Brooker & Co
California
$173M +$15.2M +10% 7.93% 43.4% 73 12.33% 3
Tandem Wealth Advisors
5409
Tandem Wealth Advisors
Arizona
$173M +$9.8M +6% 9.07% 43.1% 68 16.18% 0.7
Pelion Inc
5410
Pelion Inc
Utah
$173M -$16.9M -9% 0.29% 16.9% 4 0% 2
Deseret Mutual Benefit Administrators
5411
Deseret Mutual Benefit Administrators
Utah
$173M -$30.4M -15% 9.28% 81.9% 504 5.95% 2.4
Ayrshire Capital Management
5412
Ayrshire Capital Management
Connecticut
$173M +$18.6M +12% 12.1% 84.8% 51 13.73% 3
KM Capital Management
5413
KM Capital Management
Texas
$173M +$27M +18% 10.3% 60.8% 47 21.28% 0.7
Creative Capital Management Investments
5414
Creative Capital Management Investments
California
$173M +$27.1M +19% 10.3% 53.6% 245 14.69% 0.9
Left Brain Wealth Management
5415
Left Brain Wealth Management
Illinois
$173M +$12.2M +8% 12.2% 376% 85 9.41% 0.8
Kiely Wealth Advisory Group
5416
Kiely Wealth Advisory Group
North Carolina
$173M – – 4.56% – 267 – 0
Greenfield Savings Bank
5417
Greenfield Savings Bank
Massachusetts
$173M +$13.5M +8% 10.4% 108% 149 8.05% 1.2
Lodestone Wealth Management
5418
Lodestone Wealth Management
Washington
$173M +$30M +21% 11.3% 87.1% 146 17.12% 0.8
Lumbard & Kellner
5419
Lumbard & Kellner
New Hampshire
$173M +$22M +15% 7.84% 137% 65 20% 3.8
Longitude (Cayman)
5420
Longitude (Cayman)
Cayman Islands
$173M +$15.4M +10% 26.7% – 63 26.98% 1.4
Purus Wealth Management
5421
Purus Wealth Management
California
$173M +$24.4M +16% 15.1% 174% 125 11.2% 2
Derbend Asset Management
5422
Derbend Asset Management
Georgia
$173M +$25.8M +18% 9.22% 23.9% 111 20.72% 1.4
Idaho Trust Bank
5423
Idaho Trust Bank
Idaho
$173M +$18.9M +12% 9.41% 50.5% 86 12.79% 0.4
Sequent Asset Management
5424
Sequent Asset Management
Texas
$173M +$81.4M +89% 4.94% 51.3% 82 40.24% 2.3
Agate Pass Investment Management
5425
Agate Pass Investment Management
Washington
$172M +$24.9M +17% 8.21% 76% 100 19% 1.6