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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)
KCGDR
5476
Kiron Capital Gestao de Recursos
Brazil
$132M +$52.5M +66% 11.1% – 7 14.29% 0.4
Flagship Private Wealth
5477
Flagship Private Wealth
Massachusetts
$131M +$11.7M +10% 7.05% 62.7% 337 12.17% 0.4
BCFD
5478
Boit C.F. David
$131M – – 6.18% 75.4% 101 – 0
Satovsky Asset Management
5479
Satovsky Asset Management
New York
$131M +$18.1M +16% 8.69% 53.6% 30 10% 0.4
EL
5480
EQ LLC
Washington
$131M +$11.3M +9% 6.1% 72.9% 49 12.24% 0.4
Paces Ferry Wealth Advisors
5481
Paces Ferry Wealth Advisors
Georgia
$131M +$15.8M +14% 10.2% 72% 123 5.69% 0.7
Security National Bank of So Dak
5482
Security National Bank of So Dak
Iowa
$131M +$10.6M +9% 7.98% 67.7% 121 42.15% 3.9
SA
5483
Sunesis Advisors
Kansas
$131M +$5.49M +4% 5.08% – 32 6.25% 2.4
GG
5484
Golden Green
South Carolina
$131M +$14.6M +13% 19.1% 92.4% 185 27.03% 0.3
OF
5485
Outfitter Financial
Maine
$130M +$9.03M +7% 7.87% 95.9% 97 4.12% 0.5
University of Texas/Texas AM Investment Management Co (UTIMCO)
5486
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$130M -$40.1M -24% 18.9% 68.3% 26 50% 2.3
AllGen Financial Advisors
5487
AllGen Financial Advisors
Florida
$130M +$7.96M +7% 4.82% 39.7% 37 18.92% 0.4
Appleton Group
5488
Appleton Group
Wisconsin
$130M +$53.8M +70% 6.63% 58.3% 57 35.09% 1.3
LifeSteps Financial
5489
LifeSteps Financial
California
$130M +$10.4M +9% 6.74% 98.4% 85 2.35% 1.3
CC
5490
Coann Capital
Connecticut
$130M +$12.7M +11% 1.25% – 25 60% 0.2
Smart Portfolios LLC
5491
Smart Portfolios LLC
Washington
$130M +$13.7M +12% 3.77% 41.3% 51 27.45% 1.1
Jetstream Capital
5492
Jetstream Capital
Tennessee
$130M -$30.6M -19% 23.1% – 32 59.38% 0.2
Beaumont Asset Management
5493
Beaumont Asset Management
Texas
$130M +$10.7M +9% 8.87% 73.1% 74 17.57% 1
SM
5494
Saya Management
New York
$130M -$11.4M -8% 7.41% 34.8% 18 44.44% 0.5
Roth Financial Partners
5495
Roth Financial Partners
Texas
$130M +$8.9M +7% 6.51% 61% 24 4.17% 0.4
Signify Wealth
5496
Signify Wealth
Missouri
$130M -$3.98M -3% 1.98% 36.7% 18 38.89% 0.4
Stevard LLC
5497
Stevard LLC
Illinois
$130M +$7.83M +6% 9.48% – 51 21.57% 1.1
Aufman Associates
5498
Aufman Associates
Pennsylvania
$130M +$9.5M +8% 8.66% 136% 49 10.2% 1
Monetta Financial Services
5499
Monetta Financial Services
Illinois
$130M +$3.17M +3% 9.95% 275% 42 21.43% 2.7
Banta Asset Management
5500
Banta Asset Management
California
$130M -$10M -7% 1.31% – 22 0% 1.2