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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)
Income Research & Management
5801
Income Research & Management
Massachusetts
$128M -$33.1M -21% 0% 1.19% 16 37.5% 2.3
Privium Fund Management (UK)
5802
Privium Fund Management (UK)
United Kingdom
$128M +$793K +0.6% 1.52% 37.1% 95 46.32% 0.5
Peak Planning Group
5803
Peak Planning Group
Colorado
$128M -$6.87M -5% 2.35% 105% 78 7.69% 2.3
Koesten Hirschmann & Crabtree
5804
Koesten Hirschmann & Crabtree
Kansas
$128M -$4.51M -3% 3.9% 68.7% 184 11.96% 0.7
HPS Investment Partners
5805
HPS Investment Partners
New York
$127M -$15.3M -11% 23.1% 55.9% 8 37.5% 1.9
Hatteras Investment Partners
5806
Hatteras Investment Partners
North Carolina
$127M -$20.9M -14% 13.7% – 1 0% 0.3
Boyar Asset Management
5807
Boyar Asset Management
New York
$127M -$7.81M -6% 3.81% 75.5% 81 2.47% 6.3
Lauterbach Financial Advisors
5808
Lauterbach Financial Advisors
Texas
$127M -$3.51M -3% 2.17% 76.5% 62 4.84% 1.4
Tilson Financial Group
5809
Tilson Financial Group
New Jersey
$127M +$68.5M +116% 2.74% 39.3% 61 57.38% 0.3
Plustick Management
5810
Plustick Management
Virginia
$127M +$7.8M +7% 11.1% 1,667% 26 26.92% 0.9
McGinn Penninger Investment Management
5811
McGinn Penninger Investment Management
Virginia
$127M -$11.4M -8% 4.23% 51.9% 28 14.29% 2.3
Scissortail Wealth Management
5812
Scissortail Wealth Management
Oklahoma
$127M +$5.06M +4% 0.73% 65% 57 49.12% 0.7
Goldstream Capital Management
5813
Goldstream Capital Management
Hong Kong
$127M -$12.4M -9% 1.82% 686% 55 20% 0.5
Chicago Wealth Management
5814
Chicago Wealth Management
Illinois
$127M -$4.28M -3% 3.24% 134% 44 18.18% 1.6
Arrowroot Family Office
5815
Arrowroot Family Office
California
$127M -$5.2M -4% 3.69% – 129 15.5% 0.4
Heartland Bank & Trust
5816
Heartland Bank & Trust
Illinois
$127M -$1.25M -1% 1.54% 105% 132 4.55% 1.3
Wealthspan Partners
5817
Wealthspan Partners
Iowa
$127M -$164K -0.1% 3.37% 65% 83 16.87% 1.4
William Marsh Rice University
5818
William Marsh Rice University
Texas
$127M -$20.3M -14% 4.86% 1.81% 6 33.33% 2.2
Evergreen Wealth Management
5819
Evergreen Wealth Management
Michigan
$127M -$1.13M -0.9% 1.79% 62.1% 56 7.14% 0.7
Cascade Investment Advisors
5820
Cascade Investment Advisors
Oregon
$126M -$7.52M -6% 2.98% 71.4% 117 16.24% 4
ShariaPortfolio
5821
ShariaPortfolio
Florida
$126M – – 4.2% 254% 37 – 0
Salvus Wealth Management
5822
Salvus Wealth Management
New Jersey
$126M -$3.73M -3% 3.48% 108% 109 11.93% 2
GEM Asset Management
5823
GEM Asset Management
Michigan
$126M -$3.22M -2% 5.34% 62.9% 81 4.94% 0.7
KC
5824
Kades & Cheifetz
Pennsylvania
$126M -$4.13M -3% 3.49% – 79 11.39% 0.7
William Allan Corp
5825
William Allan Corp
Colorado
$126M -$4.28M -3% 3.83% 94.2% 48 4.17% 1.5