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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)
EPIQ Partners
5851
EPIQ Partners
Minnesota
$212M +$15.3M +8% 5.17% 49.6% 74 4.05% 3.7
Jackson Hill Advisors
5852
Jackson Hill Advisors
Texas
$212M +$11.4M +6% 7.33% 61.2% 14 14.29% 2.3
Grove Street Fiduciary
5853
Grove Street Fiduciary
New Hampshire
$212M +$4.14M +2% 5.51% – 74 2.7% 0.7
Crown Oak Advisors
5854
Crown Oak Advisors
California
$211M $0 0% 1.59% 53.3% 23 0% 1.6
ECM
5855
EMC Capital Management
Texas
$211M +$26M +14% 12% – 314 5.73% 2.1
Yoder Wealth Management
5856
Yoder Wealth Management
California
$211M +$19.5M +10% 7.29% 69.3% 117 5.98% 1.9
Carl P. Sherr & Co
5857
Carl P. Sherr & Co
Massachusetts
$211M +$13.3M +7% 6.8% 68.8% 123 8.13% 3.8
Palmer Knight Company
5858
Palmer Knight Company
Florida
$211M -$23.5M -10% 1.05% 78.9% 37 10.81% 4.3
PCM
5859
Perritt Capital Management
Illinois
$211M +$17.3M +9% 13.9% 80.9% 336 9.23% 3.7
Allie Family Office
5860
Allie Family Office
Florida
$211M +$9.12M +5% 7.8% 59% 111 23.42% 2.2
Pennington Partners & Co
5861
Pennington Partners & Co
Maryland
$211M +$24.4M +13% 6.85% – 98 26.53% 0.6
PK
5862
Pflug Koory
Nebraska
$211M +$14M +7% 8.25% – 423 4.96% 6.1
GEM Asset Management
5863
GEM Asset Management
Michigan
$211M +$15.6M +8% 7.63% 62.9% 109 12.84% 2
Asset Planning Corporation
5864
Asset Planning Corporation
Tennessee
$211M +$22.9M +12% 4.64% 44.5% 48 10.42% 2.7
QTR Family Wealth
5865
QTR Family Wealth
Florida
$211M +$49.3M +31% 9.74% – 263 32.32% 0.3
II
5866
Ironclad Investments
Florida
$211M +$14.3M +7% 7.8% – 3 0% 1.8
MA
5867
Menlo Advisors
California
$211M +$25.1M +14% 18.1% 108% 29 0% 6.4
Alhambra Investment Management
5868
Alhambra Investment Management
Florida
$211M +$8.95M +4% 7.25% 67.7% 191 12.57% 3.3
Guinness Atkinson Asset Management
5869
Guinness Atkinson Asset Management
California
$211M +$19.8M +10% 9.46% 132% 94 10.64% 6.5
APEIRON Capital Ltd
5870
APEIRON Capital Ltd
Hong Kong
$210M +$105M +99% 18.6% 362% 10 70% 0.5
Richardson Capital Management
5871
Richardson Capital Management
Wisconsin
$210M +$19.7M +10% 7.54% 74.2% 246 25.61% 1
Wells Trecaso Financial Group
5872
Wells Trecaso Financial Group
Ohio
$210M -$114M -35% 8.77% 108% 91 13.19% 5.5
Sequent Asset Management
5873
Sequent Asset Management
Texas
$210M +$85.1M +68% 4.7% 51.3% 95 32.63% 2.9
BC
5874
Bayforest Capital
United Kingdom
$210M -$18.5M -8% 13.5% – 951 49.74% 0.4
Tandem Wealth Advisors
5875
Tandem Wealth Advisors
Arizona
$210M +$8.1M +4% 4.87% 43.1% 51 11.76% 2.1