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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)
Dunhill Financial
5426
Dunhill Financial
United Kingdom
$215M +$20.3M +10% 0.14% 58.6% 983 12.11% 0.8
Mirabaud Asset Management
5427
Mirabaud Asset Management
United Kingdom
$215M -$27.4M -11% 3.34% – 47 10.64% 0.8
Genesee Capital Advisors
5428
Genesee Capital Advisors
New York
$215M +$7.31M +4% 4.07% 107% 135 17.04% 1.7
Caldwell Sutter Capital
5429
Caldwell Sutter Capital
California
$215M +$318K +0.1% 1.03% 79.5% 930 5.91% 1.6
St. Johns Investment Management
5430
St. Johns Investment Management
Florida
$215M +$2M +0.9% 1.4% 91.9% 257 24.12% 5.6
First Financial Corp
5431
First Financial Corp
Indiana
$215M +$5.14M +2% 1.01% 95.3% 473 22.62% 6.1
ERFOTCOFW
5432
Employees Retirement Fund of the City of Fort Worth
Texas
$214M -$4.77M -2% 4.54% 30.5% 11 9.09% 1.8
HCM
5433
Hall Capital Management
Rhode Island
$214M – – 0.23% – 101 – 6
Mitchell & Pahl Private Wealth
5434
Mitchell & Pahl Private Wealth
Oklahoma
$214M -$704K -0.3% 1.7% 82.3% 146 0.68% 3.6
Act Wealth Management
5435
Act Wealth Management
Texas
$214M -$11.6M -5% 0.52% 70% 53 20.75% 2.3
TSM
5436
Two Star Manager
Florida
$214M +$7.07M +3% 7.31% – 20 25% 0.7
BCR Wealth Strategies
5437
BCR Wealth Strategies
Alabama
$214M +$1.91M +0.9% 2.52% 45.1% 26 7.69% 2.1
Eastover Investment Advisors
5438
Eastover Investment Advisors
North Carolina
$214M +$206K +0.1% 4.05% 105% 48 6.25% 2.8
Verisail Partners
5439
Verisail Partners
Georgia
$214M – – 3.32% – 34 – 0
GeoSphere Capital Management
5440
GeoSphere Capital Management
Florida
$214M +$80.3M +60% 12.1% 446% 55 72.73% 0.4
Veridan Wealth
5441
Veridan Wealth
Oregon
$213M – – 1.48% – 82 – 0.4
Arbor Trust Wealth Advisors
5442
Arbor Trust Wealth Advisors
Michigan
$213M +$23M +12% 0.72% 63.8% 105 16.19% 3.7
Keeler & Nadler Financial Planning & Wealth Management
5443
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213M +$8.18M +4% 0.62% 72.1% 76 14.47% 1.8
Evergreen Private Wealth
5444
Evergreen Private Wealth
Colorado
$213M -$2.28M -1% 0.15% 80.2% 217 11.52% 0.9
Christensen King & Associates Investment Services
5445
Christensen King & Associates Investment Services
Washington
$213M +$840K +0.4% 0.3% 57.9% 100 9% 1
Socha Financial Group
5446
Socha Financial Group
New York
$213M -$17.2M -7% 2.42% 88.4% 28 28.57% 1.8
One William Street Capital Management
5447
One William Street Capital Management
New York
$213M -$71.2M -25% 5.43% 44% 5 60% 0.1
Cook Wealth
5448
Cook Wealth
North Carolina
$213M +$14.2M +7% 0.58% 7.36% 56 5.36% 1.8
Reliant Wealth Planning
5449
Reliant Wealth Planning
Kentucky
$213M -$17.7M -8% 1.22% 39.4% 30 20% 1.2
BIA
5450
Bigelow Investment Advisors
Maine
$213M -$11.1M -5% 0.24% 75.7% 157 8.28% 4.5