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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)
&Partners
5426
&Partners
Tennessee
$166M +$8.57M +5% 5.62% 78.4% 193 13.47% 1.6
Norris Financial Group
5427
Norris Financial Group
South Carolina
$166M +$14.5M +10% 9.22% 142% 97 25.77% 0.9
Lansing Management
5428
Lansing Management
New York
$166M -$4.65M -3% 1.66% 76.9% 8 0% 2.3
Everhart Financial Group
5429
Everhart Financial Group
Ohio
$166M +$19.7M +13% 9.3% 123% 113 15.93% 0.7
Kennicott Capital Management
5430
Kennicott Capital Management
California
$166M +$27.9M +20% 9.6% 98% 53 22.64% 0.7
RPD Fund Management
5431
RPD Fund Management
New York
$166M – – 11.1% – 6 – 0
Weitzel Financial Services
5432
Weitzel Financial Services
Iowa
$166M +$11.4M +7% 3.44% 46.3% 32 12.5% 0.8
Blackhawk Capital Partners
5433
Blackhawk Capital Partners
Wisconsin
$165M +$7.2M +5% 7.62% 87.2% 103 20.39% 1.4
CC
5434
Corsicana & Co
Texas
$165M +$8.42M +5% 9.78% – 216 5.09% 0.5
Moser Wealth Advisors
5435
Moser Wealth Advisors
Washington
$165M +$9M +6% 9.53% – 147 6.12% 1.5
First National Bank of South Miami
5436
First National Bank of South Miami
Florida
$165M +$16.5M +11% 7.1% 35.2% 383 17.23% 2
Susquehanna International Securities
5437
Susquehanna International Securities
Ireland
$165M +$45.3M +38% 11.6% 2.8% 32 56.25% 0.3
Carl P. Sherr & Co
5438
Carl P. Sherr & Co
Massachusetts
$165M +$40M +32% 8.48% 78.6% 130 26.92% 1.3
CPA
5439
Capital Performance Advisors
California
$165M – – 7.87% 77.1% 49 – 0
Phraction Management
5440
Phraction Management
Connecticut
$165M – – 6.09% 106% 69 – 0
NM
5441
Nokota Management
New York
$165M +$148M +861% 4.38% – 68 89.71% 0
Nekton Capital
5442
Nekton Capital
United Kingdom
$165M – – 8.41% 30.1% 14 – 0
Chronos Wealth Management
5443
Chronos Wealth Management
Florida
$165M +$18M +12% 12.1% 92.3% 47 6.38% 1.7
Investment Research & Advisory Group
5444
Investment Research & Advisory Group
Georgia
$165M +$12.5M +8% 8.87% 105% 193 26.42% 1.3
Horizon Financial Services
5445
Horizon Financial Services
North Carolina
$165M +$12.8M +8% 3.49% 42.6% 157 28.66% 0.7
NewGen Asset Management
5446
NewGen Asset Management
Ontario, Canada
$165M -$13.4M -8% 6.29% 402% 47 72.34% 0.3
HM
5447
HCEP Management
Hong Kong
$165M +$117M +249% 17% 182% 6 83.33% 0.2
In-Depth Partners
5448
In-Depth Partners
Florida
$165M – – 9.67% 157% 13 – 0
Catawba River Capital
5449
Catawba River Capital
South Carolina
$165M +$5.89M +4% 10.1% 89.5% 27 3.7% 1.3
Omnia Family Wealth
5450
Omnia Family Wealth
Florida
$164M +$19.1M +13% 7.52% 80.6% 78 15.38% 3.2