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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)
Melone Private Wealth
5726
Melone Private Wealth
Michigan
$221M +$25.3M +13% 4.29% 30.4% 56 10.71% 2.9
Lunate Capital
5727
Lunate Capital
United Arab Emirates
$221M +$42.6M +24% 14.8% – 7 28.57% 0.4
Patron Partners
5728
Patron Partners
Texas
$221M +$18.7M +9% 6.01% 90.2% 182 8.79% 3.2
Catawba River Capital
5729
Catawba River Capital
South Carolina
$220M +$23.7M +12% 8.23% 89.5% 20 10% 2.7
Vawter Financial
5730
Vawter Financial
Ohio
$220M +$212M +2,389% 6.03% 48% 118 80.51% 0.4
Endowment Wealth Management
5731
Endowment Wealth Management
Wisconsin
$220M +$26.4M +14% 3.99% 70.7% 164 9.15% 2.3
Adalta Capital Management
5732
Adalta Capital Management
New York
$220M +$21M +11% 8.57% 80.4% 107 14.02% 4
Aspect Partners
5733
Aspect Partners
Virginia
$220M +$17.4M +9% 6.96% 66.7% 742 22.91% 1.2
Banyan Capital Management
5734
Banyan Capital Management
Georgia
$220M +$25.7M +13% 1.42% 42.5% 56 66.07% 1.5
Logan Stone Capital
5735
Logan Stone Capital
Illinois
$220M +$7.63M +4% 11.7% 43.9% 97 51.55% 1
Spider Management Company
5736
Spider Management Company
Virginia
$220M -$44.4M -17% 6.8% – 2 0% 1.6
VM
5737
VPR Management
Texas
$220M +$7.04M +3% 7.84% 54.5% 61 3.28% 3.5
Harold Davidson & Associates
5738
Harold Davidson & Associates
California
$220M +$65.7M +43% 10.6% – 68 13.24% 0.6
Dogwood Wealth Management
5739
Dogwood Wealth Management
Kansas
$220M +$15.2M +7% 6.06% – 818 23.59% 0.7
Alternative Investment Advisors
5740
Alternative Investment Advisors
Florida
$220M +$18.5M +9% 7.95% 78.6% 66 31.82% 1.2
Westfuller Advisors
5741
Westfuller Advisors
New York
$220M +$44.6M +25% 6.69% – 761 84.63% 0.2
Beaton Management Company
5742
Beaton Management Company
Massachusetts
$220M +$15.2M +7% 8.76% 95.9% 145 8.97% 5.6
Green Court Capital Management
5743
Green Court Capital Management
Hong Kong
$220M +$68.7M +45% 22.9% 33.4% 4 0% 0.8
MYeCFO
5744
MYeCFO
California
$220M +$15.9M +8% 7.44% 58.5% 64 12.5% 2.1
DFS
5745
Dixon Fnancial Services
California
$220M +$21.6M +11% 7.97% 76.6% 48 16.67% 2.1
Brentview Investment Management
5746
Brentview Investment Management
Illinois
$219M +$21.4M +11% 9% – 69 8.7% 0.6
Cairn Investment Group
5747
Cairn Investment Group
Washington
$219M +$27.9M +15% 5.85% 61.3% 71 5.63% 3.6
Ballast Asset Management
5748
Ballast Asset Management
Texas
$219M +$26.8M +14% 14.6% 126% 57 10.53% 1.4
LA
5749
Latitude Advisors
Florida
$219M +$20.3M +10% 7.58% 79.6% 226 14.16% 2.5
Baypointe Partners
5750
Baypointe Partners
Connecticut
$219M +$134M +157% 2.05% – 31 32.26% 0.3