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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)
J. R. Prunier Capital Management LLC
5651
J. R. Prunier Capital Management LLC
Massachusetts
$241M – – 2.75% – 70 – 0
Emprise Bank
5652
Emprise Bank
Kansas
$241M +$8.93M +4% 2.92% – 114 9.65% 1.4
Nvest Financial
5653
Nvest Financial
New Hampshire
$241M +$66.5M +38% 3.88% 92.8% 135 15.56% 1.8
Valliance Asset Management
5654
Valliance Asset Management
Hong Kong
$240M +$227M +1,696% 47.9% 2,198% 12 100% 0
MI
5655
Moneywise Inc
Virginia
$240M +$19.4M +9% 1.75% 60.8% 89 26.97% 2.8
Regency Capital Management
5656
Regency Capital Management
Hawaii
$240M +$30.1M +14% 5.16% 92.1% 72 33.33% 1.7
Mainsail Financial Group
5657
Mainsail Financial Group
Washington
$240M +$7.84M +3% 1.85% 61.9% 64 6.25% 2.2
Shaker Investments
5658
Shaker Investments
Ohio
$240M -$9.5M -4% 5.2% 216% 107 31.78% 2.3
Davidson Trust Company
5659
Davidson Trust Company
Washington
$240M -$2.42M -1% 2.02% 77% 187 14.97% 3.5
SLU
5660
St. Louis University
Missouri
$240M – – 0.73% – 3 – 0
St. Johns Investment Management
5661
St. Johns Investment Management
Florida
$240M +$4.53M +2% 3.11% 91.9% 207 9.18% 6.5
Palogic Value Management
5662
Palogic Value Management
Texas
$240M -$8.93M -4% 1.47% 31.3% 186 25.27% 2.1
WAM
5663
Westport Asset Management
Connecticut
$240M -$60.1K -0% 5.17% 64.2% 77 5.19% 7.3
TrustBank
5664
TrustBank
Illinois
$240M – – 2.18% – 139 – 0
My Personal CFO LLC
5665
My Personal CFO LLC
Washington
$240M -$18.5M -7% 1.46% 83.4% 160 83.13% 0.9
M1 Capital Management
5666
M1 Capital Management
Michigan
$240M +$7.96M +3% 2.58% – 113 7.96% 0.8
Hutner Capital Management
5667
Hutner Capital Management
Vermont
$240M +$3.2M +1% 1.32% 52.2% 45 4.44% 7.1
Independent Family Office
5668
Independent Family Office
New York
$240M +$3.16M +1% 2.44% 68.4% 81 4.94% 3.7
Foronjy Financial
5669
Foronjy Financial
California
$240M +$11.2M +5% 1.14% – 107 6.54% 0.5
RC
5670
Resolute Capital
South Carolina
$239M – – 0.91% – 58 – 0
WD Rutherford
5671
WD Rutherford
Oregon
$239M +$4.13M +2% 2.33% 189% 81 19.75% 3.2
Grove Street Fiduciary
5672
Grove Street Fiduciary
New Hampshire
$239M +$27.7M +13% 1.5% – 76 3.95% 0.9
Redwood Wealth Management Group
5673
Redwood Wealth Management Group
New Jersey
$239M +$3.29M +1% 2.98% 74.1% 197 14.21% 1.7
Mendel Money Management
5674
Mendel Money Management
Illinois
$239M +$1.09M +0.5% 3.75% 88.8% 154 7.14% 4.2
Cascades Capital Asset Management
5675
Cascades Capital Asset Management
North Carolina
$239M +$11.7M +5% 2.73% – 173 15.61% 0.9