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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)
MN Wealth Advisors
5826
MN Wealth Advisors
Kansas
$176M +$3.39M +2% 4.71% 68.3% 111 16.22% 0.6
EntryPoint Capital
5827
EntryPoint Capital
New York
$176M -$39.5M -18% 8.02% – 1,468 67.1% 0.4
School Employees Retirement Board of Ohio
5828
School Employees Retirement Board of Ohio
Ohio
$176M +$57.2M +48% 6.8% – 6 66.67% 0.1
Brogan Financial
5829
Brogan Financial
Tennessee
$176M +$17M +11% 6.64% 46.4% 53 15.09% 1.2
YC
5830
Yunqi Capital
Hong Kong
$175M +$17.4M +11% 27.2% 71.4% 9 44.44% 1.3
NI
5831
NCP Inc
California
$175M +$17.4M +11% 7.34% – 143 9.09% 0.5
AIM
5832
Athena Investment Management
California
$175M +$10.5M +6% 6.5% 80.6% 152 3.29% 2.2
CNA Financial
5833
CNA Financial
Illinois
$175M -$3.48M -2% 4.77% 48.6% 14 21.43% 1.9
Nvest Financial
5834
Nvest Financial
New Hampshire
$175M +$12.6M +8% 7.13% 92.8% 96 12.5% 1.4
Alliance Wealth Advisors (Pennsylvania)
5835
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$175M +$16.2M +10% 6.99% 74.4% 143 7.69% 2.5
272 Capital
5836
272 Capital
Texas
$175M -$24.6M -12% 4.43% 222% 83 48.19% 0.7
GEM Asset Management
5837
GEM Asset Management
Michigan
$175M +$14.3M +9% 6.45% 62.9% 95 10.53% 1.4
Northland Capital Management
5838
Northland Capital Management
Minnesota
$175M +$31.9M +22% 4.82% 37.5% 31 3.23% 1.7
KC
5839
Kades & Cheifetz
Pennsylvania
$175M +$15.5M +10% 6.48% – 97 8.25% 1.4
Financial Futures
5840
Financial Futures
New Jersey
$175M +$13.3M +8% 4.93% 48.5% 56 10.71% 1.7
Hiley Hunt Wealth Management
5841
Hiley Hunt Wealth Management
Nebraska
$175M +$12.7M +8% 5.85% 48.4% 40 10% 0.7
Grandview Asset Management
5842
Grandview Asset Management
Pennsylvania
$175M +$3.68M +2% 4.1% 200% 64 6.25% 3
CarsonAllaria Wealth Management
5843
CarsonAllaria Wealth Management
Illinois
$174M +$11M +7% 6.83% 51.7% 432 20.83% 1.8
Stone House Capital Management
5844
Stone House Capital Management
Florida
$174M -$66.4M -28% 3.73% 151% 5 60% 1.1
New Republic Capital
5845
New Republic Capital
North Carolina
$174M -$24.9M -13% 6.54% 91.4% 272 23.16% 1.2
Accent Capital Management
5846
Accent Capital Management
Ohio
$174M +$11.3M +7% 3.24% – 227 28.19% 0.5
Bull Oak Capital
5847
Bull Oak Capital
California
$174M +$18.8M +12% 5.38% 62.1% 132 71.97% 0.2
Acute Investment Advisory
5848
Acute Investment Advisory
Arizona
$174M -$1.34M -0.8% 1.15% 15% 20 55% 0.8
Lagoda Investment Management
5849
Lagoda Investment Management
New York
$174M +$328K +0.2% 11.6% 250% 40 15% 6.1
Dogwood Wealth Management
5850
Dogwood Wealth Management
Kansas
$174M +$11.5M +7% 5.46% – 625 11.68% 0.7