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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)
Derbend Asset Management
5726
Derbend Asset Management
Georgia
$107M – – 9.43% 23.9% 87 – 0
Barington Capital Group
5727
Barington Capital Group
New York
$107M +$12.3M +13% 24.2% 71.1% 13 15.38% 1.2
Khrom Capital Management
5728
Khrom Capital Management
Florida
$107M – – 21.2% 35.6% 15 – 0
Crew Capital Management
5729
Crew Capital Management
Ohio
$107M +$6.76M +7% 7.22% 104% 106 11.32% 0.2
Avondale Wealth Management
5730
Avondale Wealth Management
Texas
$107M +$5.4M +5% 6.72% 83.8% 110 14.55% 2.3
Clifford Capital Partners
5731
Clifford Capital Partners
Utah
$107M +$10.7M +11% 6.04% 77.3% 44 11.36% 2
Coe Capital Management
5732
Coe Capital Management
Illinois
$106M +$6.51M +7% 9.06% 84.4% 117 14.53% 2.5
DLDF
5733
Dan L. Duncan Foundation
Texas
$106M +$3.48M +3% 3.65% 11.8% 3 0% 0.7
Menard Financial Group
5734
Menard Financial Group
Texas
$106M +$12.6M +14% 8.81% 141% 171 31.58% 0.6
Adirondack Retirement Specialists
5735
Adirondack Retirement Specialists
New York
$106M +$7.99M +8% 16.5% 13.1% 16 0% 0.5
HealthInvest Partners
5736
HealthInvest Partners
Sweden
$106M -$20M -16% 4.06% – 15 40% 1.9
Valley Brook Capital Group
5737
Valley Brook Capital Group
Pennsylvania
$105M -$5.58M -5% 5.77% 106% 476 75.21% 0.5
Delphi Management
5738
Delphi Management
Massachusetts
$105M +$10.6M +11% 6.6% 111% 113 30.09% 1.8
CAM
5739
CIF Asset Management
Hong Kong
$105M +$55.5M +113% 16.2% – 9 33.33% 0.3
Founders Fund VII Management
5740
Founders Fund VII Management
California
$104M -$44.4M -30% 27.3% 64.7% 2 0% 0.5
Applied Capital
5741
Applied Capital
Arkansas
$104M +$11.5M +12% 5.32% 52.6% 47 10.64% 0.2
CMANY
5742
Capital Management Associates (New York)
New York
$104M +$6.97M +7% 10.6% 205% 83 19.28% 1.9
Penobscot Wealth Management
5743
Penobscot Wealth Management
Maine
$104M – – 4.61% 56.7% 50 – 0
SPAS
5744
Spectrum Planning & Advisory Services
California
$104M +$6.72M +7% 5.19% – 52 23.08% 0.4
MCM
5745
Magnolia Capital Management
New York
$104M +$2.61M +3% 7.28% 85.9% 46 8.7% 1.4
Birchcreek Wealth Management
5746
Birchcreek Wealth Management
Ohio
$104M +$9.26M +10% 5.38% 80.7% 123 13.82% 0.4
JPC
5747
Jabodon PT Co
Nevada
$104M -$62.8M -38% 12.3% 61.9% 21 42.86% 0.9
Guild Investment Management
5748
Guild Investment Management
California
$103M +$9.9M +11% 3.4% 101% 83 36.14% 0.9
Warther Private Wealth
5749
Warther Private Wealth
Ohio
$103M – – 10.1% 94.1% 110 – 0
BBHBI
5750
B, B, H, & B Inc
Alabama
$103M +$6.8M +7% 5.87% – 35 28.57% 0.4