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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)
GL
5426
GHE LLC
Tennessee
$148M -$1.5M -1% 0.54% 188% 55 0% 1.6
Northland Capital Management
5427
Northland Capital Management
Minnesota
$148M +$12.3M +9% 2.82% 37.5% 35 28.57% 0.8
Indus Capital Partners
5428
Indus Capital Partners
New York
$148M +$97.9M +197% 7.89% 117% 8 50% 1.8
Investmark Advisory Group
5429
Investmark Advisory Group
Connecticut
$148M -$2.34M -2% 3.46% 73.8% 111 9.91% 1.4
Agate Pass Investment Management
5430
Agate Pass Investment Management
Washington
$148M -$17.2M -10% 2.12% 76% 93 9.68% 1.6
Birchcreek Wealth Management
5431
Birchcreek Wealth Management
Ohio
$148M +$4.26M +3% 2.73% 80.7% 140 12.86% 1.8
Straight Path Wealth Management
5432
Straight Path Wealth Management
Michigan
$148M +$1.81M +1% 2.29% 70.4% 85 15.29% 1.1
Carl P. Sherr & Co
5433
Carl P. Sherr & Co
Massachusetts
$147M -$4.87M -3% 4.02% 68.8% 117 5.98% 2.7
Friedenthal Financial
5434
Friedenthal Financial
New Jersey
$147M -$2.36M -2% 1.81% 105% 149 61.74% 2
Black Maple Capital Management
5435
Black Maple Capital Management
Wisconsin
$147M -$20.8M -12% 1.58% 35.7% 132 41.67% 0.5
Cherry Creek Investment Advisors
5436
Cherry Creek Investment Advisors
Colorado
$147M -$1.46M -1% 0.88% 151% 101 17.82% 1.8
Jacobs Asset Management
5437
Jacobs Asset Management
New York
$147M +$20.4M +16% 1.75% 114% 40 42.5% 1.5
Powers Advisory Group
5438
Powers Advisory Group
Illinois
$147M -$3.64M -2% 3.51% 49.8% 91 4.4% 1.6
Trail Ridge Investment Advisors
5439
Trail Ridge Investment Advisors
Colorado
$147M -$15M -9% 2.88% 83.9% 117 14.53% 1.5
AREX Capital Management
5440
AREX Capital Management
New York
$147M +$12.2M +9% 0.85% 36.2% 13 30.77% 1.8
AGC
5441
Alden Global Capital
Florida
$147M +$21.2M +17% 0.59% 99.8% 31 74.19% 0.3
Gunderson Capital Management
5442
Gunderson Capital Management
South Carolina
$147M -$4.34M -3% 1.24% 961% 53 28.3% 0.5
Virtus Investment Advisers
5443
Virtus Investment Advisers
Connecticut
$147M -$239K -0.2% 0.81% 172% 300 33% 0.7
Institutional Venture Management XVI
5444
Institutional Venture Management XVI
California
$147M -$177M -55% 19.9% 523% 6 50% 2
MWA
5445
Miller Wealth Advisors
Colorado
$147M -$1.32M -0.9% 0.26% 117% 76 2.63% 1.3
Constitution Capital
5446
Constitution Capital
Connecticut
$147M -$28.9M -16% 5.51% 91.1% 67 10.45% 2.2
Resurgent Financial Advisors
5447
Resurgent Financial Advisors
Georgia
$147M -$4.65M -3% 2.03% 86.4% 536 16.23% 0.9
Derbend Asset Management
5448
Derbend Asset Management
Georgia
$147M -$1.15M -0.8% 3.73% 23.9% 109 37.61% 1.3
Adalta Capital Management
5449
Adalta Capital Management
New York
$147M -$2.88M -2% 2.68% 80.4% 92 10.87% 3.4
Berkeley Inc
5450
Berkeley Inc
Idaho
$146M -$1.99M -1% 2.89% 49.4% 84 9.52% 2.1