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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)
SGL
5701
Sonic GP LLC
Hawaii
$131M -$2.35M -2% 3.73% – 25 0% 0.3
Western Pacific Wealth Management
5702
Western Pacific Wealth Management
Illinois
$131M +$10.5M +9% 8.64% 91.4% 315 12.7% 0.8
Founders Capital Management (Texas)
5703
Founders Capital Management (Texas)
Texas
$131M -$2.3M -2% 4.1% 131% 412 7.77% 3.3
Brainard Capital Management
5704
Brainard Capital Management
Texas
$131M +$12.8M +11% 15.6% – 115 19.13% 0.2
Financial Avengers
5705
Financial Avengers
California
$131M +$8.42M +7% 14.2% 108% 189 5.82% 1.7
Penbrook Management
5706
Penbrook Management
New York
$131M +$13.2M +11% 13.6% 107% 98 6.12% 5.3
CNFG
5707
Creegan & Nassoura Financial Group
New Hampshire
$130M +$2.2M +2% 2.09% 52.6% 76 1.32% 5.5
Sterling Financial Group
5708
Sterling Financial Group
California
$130M $0 0% 3.67% 49.6% 52 0% 0.3
Silphium Asset Management
5709
Silphium Asset Management
United Kingdom
$130M +$30.3M +30% 9.31% 118% 55 67.27% 0.4
Robinson Value Management
5710
Robinson Value Management
Texas
$130M +$14M +12% 4.54% 79.3% 77 16.88% 3
Koesten Hirschmann & Crabtree
5711
Koesten Hirschmann & Crabtree
Kansas
$130M +$8.59M +7% 5.75% 68.7% 258 39.15% 0.2
GIM
5712
Greenwich Investment Management
Connecticut
$130M +$4.71M +4% 1.05% – 50 18% 3
Flight Deck Capital
5713
Flight Deck Capital
California
$130M +$25.1M +24% 17.1% 379% 19 36.84% 0.8
Campbell Capital Management
5714
Campbell Capital Management
Florida
$130M +$32.8M +34% 13.5% – 36 25% 2
Berkshire Partners
5715
Berkshire Partners
Massachusetts
$130M -$410M -76% 30.9% 79% 3 66.67% 1.3
Omnia Family Wealth
5716
Omnia Family Wealth
Florida
$130M +$6.45M +5% 9.71% 80.6% 75 20% 4.2
Davidson Trust Company
5717
Davidson Trust Company
Washington
$130M +$16.8M +15% 4.13% 77% 122 12.3% 2.5
Gould Capital
5718
Gould Capital
Washington
$130M +$4.56M +4% 7.01% 60.1% 209 5.74% 1.2
Lodestone Wealth Management
5719
Lodestone Wealth Management
Washington
$130M +$5.76M +5% 5.94% 87.1% 127 8.66% 0.2
NewView Capital Partners I
5720
NewView Capital Partners I
California
$130M -$58M -31% 18.6% 20.8% 4 25% 1.1
Boyar Asset Management
5721
Boyar Asset Management
New York
$130M +$7.01M +6% 6.48% 75.5% 79 6.33% 6.2
Lederer & Associates Investment Counsel
5722
Lederer & Associates Investment Counsel
California
$130M +$7.29M +6% 8.42% 92.7% 88 1.14% 5
Khrom Capital Management
5723
Khrom Capital Management
Florida
$130M +$24.9M +24% 0.42% 35.6% 12 33.33% 0.8
Lakeside Advisors
5724
Lakeside Advisors
Washington
$130M +$7.53M +6% 8.42% 83.7% 61 6.56% 1.1
Ascension Capital Advisors
5725
Ascension Capital Advisors
Texas
$129M +$26M +25% 4.75% 59.3% 37 5.41% 2.1