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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)
Madryn Select Opportunities
5651
Madryn Select Opportunities
New York
$150M – – 6.41% – 4 – 0
Madryn Asset Management
5652
Madryn Asset Management
New York
$150M – – 6.41% – 4 – 0
Beaumont Asset Management
5653
Beaumont Asset Management
Texas
$150M +$15.7M +12% 7.93% 73.1% 71 8.45% 1.4
Bank of Marin
5654
Bank of Marin
California
$150M +$13.4M +10% 10.4% 80.3% 127 5.51% 1.6
Concord Asset Management (Virginia)
5655
Concord Asset Management (Virginia)
Virginia
$150M – – 3.69% 69% 46 – 0
SFMG
5656
Sage Financial Management Group
Virginia
$150M +$146M +3,662% 5.45% 51.6% 31 87.1% 0.1
Kennedy Lewis Management
5657
Kennedy Lewis Management
New York
$150M – – 21.7% 70.2% 29 – 0
HPCM
5658
High Pointe Capital Management
Illinois
$150M +$23.5M +19% 8.05% 92.4% 97 12.37% 2.1
ORC
5659
O'Rourke & Company
Massachusetts
$150M – – 9.67% 71.9% 119 – 0
Ritter Daniher Financial Advisory
5660
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 10.1% 56.7% 260 24.62% 0.8
LI
5661
Latigo Investments
Florida
$150M – – 5.19% 62.6% 16 – 0
Peterson Wealth Management
5662
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 8.63% 88.9% 61 11.48% 1.3
Burton Enright Welch
5663
Burton Enright Welch
California
$149M – – 8.98% 66.6% 58 – 0
Planned Solutions
5664
Planned Solutions
California
$149M – – 6.08% 68.3% 78 – 1
WESPAC Advisors
5665
WESPAC Advisors
California
$149M -$12.8M -8% 10.7% 126% 191 37.17% 0.8
SC
5666
Samjo Capital
New York
$149M +$13M +10% 15.9% 89.1% 20 15% 0.9
Foresite Capital Opportunity Management V
5667
Foresite Capital Opportunity Management V
California
$149M – – 35.7% – 9 – 0
Colorado Capital Management
5668
Colorado Capital Management
Colorado
$149M +$7.5M +5% 6.9% 60.4% 80 11.25% 4.4
Chicago Wealth Management
5669
Chicago Wealth Management
Illinois
$149M +$12M +9% 8.37% 134% 47 17.02% 1
Resource Planning Group
5670
Resource Planning Group
Georgia
$149M -$10.1M -6% 2.79% 1.9% 90 25.56% 2.1
Venrock Management VI
5671
Venrock Management VI
California
$149M +$3.14M +2% 2.16% – 2 0% 1.4
American Securities
5672
American Securities
New York
$149M -$49.7M -25% 25% – 1 0% 5
Satovsky Asset Management
5673
Satovsky Asset Management
New York
$149M +$15M +11% 11.9% 53.6% 33 18.18% 0.8
Cassia Capital Partners
5674
Cassia Capital Partners
North Carolina
$149M +$3.52M +2% 4.97% 59.9% 151 93.38% 0.1
Lightspeed Ultimate General Partner Select III
5675
Lightspeed Ultimate General Partner Select III
California
$149M – – 6.82% – 2 – 0