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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)
Caldwell Sutter Capital
5501
Caldwell Sutter Capital
California
$246M +$10M +4% 5.39% 79.5% 913 6.24% 2.5
Retirement Planning Company of New England
5502
Retirement Planning Company of New England
Rhode Island
$246M -$3.45M -1% 0.24% 125% 257 8.17% 3.1
MY.Alpha Management HK Advisors
5503
MY.Alpha Management HK Advisors
Hong Kong
$246M +$59.4M +32% 6.34% 423% 14 50% 0.9
Investment Research Partners
5504
Investment Research Partners
Pennsylvania
$246M +$12.8M +5% 4.34% – 261 16.86% 0.4
Mirabaud & Cie
5505
Mirabaud & Cie
Switzerland
$246M -$64.5M -21% 6.62% 151% 65 29.23% 1.6
HighMark Wealth Management
5506
HighMark Wealth Management
Minnesota
$246M +$215K +0.1% 0.34% 110% 615 14.63% 3.4
Equinox Partners Investment Management
5507
Equinox Partners Investment Management
Connecticut
$245M +$53.9M +28% 83.1% 241% 13 23.08% 2
Cooper Investors
5508
Cooper Investors
Australia
$245M -$55.6M -18% 1.13% 57.5% 52 40.38% 1.4
School Employees Retirement Board of Ohio
5509
School Employees Retirement Board of Ohio
Ohio
$245M +$40.6M +20% 8.13% – 6 16.67% 0.8
NTCM
5510
Nut Tree Capital Management
New York
$245M -$285M -54% 20.4% 101% 8 62.5% 2.7
MRA Advisory Group
5511
MRA Advisory Group
New Jersey
$245M +$7.08M +3% 1.33% 86.8% 149 14.09% 2.3
Kinloch Capital
5512
Kinloch Capital
Virginia
$245M +$13.2M +6% 4.72% 63.4% 90 22.22% 3.3
Shared Vision Wealth Group
5513
Shared Vision Wealth Group
United States
$245M -$1.84M -0.7% 2.64% – 106 16.98% 1.6
Exeter Financial
5514
Exeter Financial
Arizona
$245M +$9.7M +4% 3.01% 59.1% 99 3.03% 5.9
Melone Private Wealth
5515
Melone Private Wealth
Michigan
$245M +$9.05M +4% 0.95% 30.4% 63 12.7% 2.9
Aspect Partners
5516
Aspect Partners
Virginia
$245M +$16.2M +7% 2.29% 66.7% 744 9.27% 1.6
Lloyd Harbor Capital Management
5517
Lloyd Harbor Capital Management
New York
$245M +$37M +18% 35% 144% 37 78.38% 0.5
Lewis Asset Management
5518
Lewis Asset Management
California
$245M -$978K -0.4% 1.48% 142% 218 23.85% 1.3
Ridgewood Investments
5519
Ridgewood Investments
New Jersey
$244M – – 1.73% – 208 – 3.7
JNE Partners
5520
JNE Partners
United Kingdom
$244M +$3.66M +2% 1.96% 100% 7 0% 1.5
O'Connor Financial Group
5521
O'Connor Financial Group
Illinois
$244M -$6.36M -3% 0.4% 48.4% 59 1.69% 2.1
Longitude (Cayman)
5522
Longitude (Cayman)
Cayman Islands
$244M +$12.9M +6% 11.5% – 54 38.89% 1.3
Investors Asset Management of Georgia
5523
Investors Asset Management of Georgia
Georgia
$244M +$2.46M +1% 2.65% 118% 191 8.38% 6.6
Cresta Advisors
5524
Cresta Advisors
Texas
$244M +$5.7M +2% 2.21% 66.8% 169 69.82% 2.4
BNMT
5525
Bawa N Mallick Trust
New York
$244M -$25.1M -9% 5.69% – 73 5.48% 1.2