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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)
Salvus Wealth Management
5726
Salvus Wealth Management
New Jersey
$112M -$19.2M -15% 14% 108% 104 12.5% 1.3
YAVAPFMC
5727
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$112M -$18.2M -14% 16.2% 201% 57 1.75% 0.7
Birchcreek Wealth Management
5728
Birchcreek Wealth Management
Ohio
$111M -$1.45M -1% 11.2% 80.7% 123 17.07% 1.2
RHDIC
5729
R.H. Dinel Investment Counsel
California
$111M -$18.9M -15% 11.8% 55.9% 55 5.45% 6.6
Diamant Asset Management
5730
Diamant Asset Management
Connecticut
$111M -$19.5M -15% 11.9% 66.9% 68 4.41% 3.8
Matrix China Management IV
5731
Matrix China Management IV
Cayman Islands
$111M +$14.5M +15% 15% – 1 0% 0.5
Walker Asset Management
5732
Walker Asset Management
Missouri
$111M -$13.6M -11% 10.4% 87.6% 96 10.42% 0.4
Buttonwood Financial Advisors
5733
Buttonwood Financial Advisors
Maryland
$111M +$4K +0% 13.7% 73.4% 75 16% 0.4
Wells Financial Advisors
5734
Wells Financial Advisors
Massachusetts
$111M -$9.02M -8% 13.4% 54% 58 3.45% 1.4
Cottonwood Capital Advisors
5735
Cottonwood Capital Advisors
Utah
$111M -$15.7M -12% 12.6% 79% 107 16.82% 0.5
Midwest Heritage Bank
5736
Midwest Heritage Bank
Iowa
$111M -$16.9M -13% 12.5% 50% 73 21.92% 0.4
Visa Inc
5737
Visa Inc
California
$111M -$40.4M -27% 26.7% – 4 0% 0.5
Apogem Capital
5738
Apogem Capital
New York
$111M -$35.7M -24% 18.9% – 213 47.89% 0.7
MAS Advisors
5739
MAS Advisors
Florida
$111M -$20.4M -16% 14.6% 47.9% 104 27.88% 0.4
Bluegrass Capital Partners
5740
Bluegrass Capital Partners
Florida
$110M -$34.6M -24% 15.1% 60.1% 14 14.29% 1.2
MJB
5741
Mark J. Bradley
$110M -$29.8M -21% 16.9% – 49 8.16% 1.4
Pavadi Capital
5742
Pavadi Capital
New York
$110M -$3.18M -3% 10.5% – 26 19.23% 0.4
Crown Wealth Group
5743
Crown Wealth Group
North Carolina
$110M -$33.3M -23% 13.3% 98.2% 105 41.9% 0.3
Disciplined Equity Management
5744
Disciplined Equity Management
Florida
$110M +$10.4M +10% 11.8% 72.3% 66 37.88% 0.3
Atmos Advisory
5745
Atmos Advisory
Pennsylvania
$110M -$10.4M -9% 10.2% 31.9% 21 0% 0.5
Sandy Cove Advisors
5746
Sandy Cove Advisors
Massachusetts
$110M -$10.2M -9% 13.1% 78% 427 82.44% 0.5
CI
5747
Carroll Investors
South Carolina
$110M -$46.4M -30% 27.6% 241% 182 82.97% 0.5
MV Management XI
5748
MV Management XI
California
$110M -$34M -24% 21% – 4 0% 0.5
OF
5749
Outfitter Financial
Maine
$110M -$20.7M -16% 12.7% 97.6% 90 5.56% 1.5
Magnolia Capital Advisors
5750
Magnolia Capital Advisors
Mississippi
$110M -$145M -57% 12.8% 78.7% 201 38.31% 1.3