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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)
MSD Capital
5926
MSD Capital
New York
$178M -$5.56M -3% 2.76% 11.5% 3 0% 4.3
Sterling Investment Advisors (Missouri)
5927
Sterling Investment Advisors (Missouri)
Missouri
$178M +$6.5M +4% 1.98% 45.1% 38 10.53% 6.4
II
5928
Ironclad Investments
Florida
$178M +$6.65M +4% 4.58% – 3 0% 1.3
BOCHK Asset Management
5929
BOCHK Asset Management
Hong Kong
$178M -$149M -46% 2.38% 503% 77 53.25% 0.6
Brooks Moore & Associates
5930
Brooks Moore & Associates
Tennessee
$177M +$8.18M +5% 1.83% 63.7% 105 11.43% 4.1
Strategic Planning Inc
5931
Strategic Planning Inc
Ohio
$177M – – 2.4% – 57 – 0
Brookmont Capital Management
5932
Brookmont Capital Management
Texas
$177M -$9.9M -5% 0.9% 32.2% 54 1.85% 7.3
Carl Stuart Investment Advisor
5933
Carl Stuart Investment Advisor
Texas
$177M -$10.2M -5% 1.23% 84.4% 20 25% 2.1
Summit Place Financial Advisors
5934
Summit Place Financial Advisors
New Jersey
$177M +$1.32M +0.8% 0.25% 111% 94 6.38% 3.1
Hilltop Wealth Advisors
5935
Hilltop Wealth Advisors
North Carolina
$177M -$20.7M -10% 3.92% 58.3% 56 17.86% 2.6
Banyan Capital Management
5936
Banyan Capital Management
Georgia
$177M +$10.3M +6% 3.13% 44.4% 16 0% 4.5
Cairn Investment Group
5937
Cairn Investment Group
Washington
$177M +$6.84M +4% 3.28% 67.4% 73 16.44% 3.5
Horizon Bancorp
5938
Horizon Bancorp
Indiana
$177M -$35.2M -17% 1.06% 33.4% 198 10.1% 3
Kapstone Financial Advisors
5939
Kapstone Financial Advisors
Ohio
$177M -$10.6M -6% 1.12% 131% 118 8.47% 1.8
Haven Private
5940
Haven Private
Florida
$177M -$2.28M -1% 2.31% – 153 24.84% 0.2
FCFC
5941
First Citizens Financial Corp
Iowa
$177M -$7.42M -4% 0.98% 72.9% 126 7.94% 3.4
Security National Bank of So Dak
5942
Security National Bank of So Dak
Iowa
$177M -$2.52M -1% 1.51% 67.7% 117 11.97% 5.5
International City Management Association Retirement Corp
5943
International City Management Association Retirement Corp
District of Columbia
$177M +$14.1M +9% 2.22% 48.1% 6 16.67% 1.4
Horizon Advisory Services
5944
Horizon Advisory Services
New York
$177M +$2.01M +1% 1.07% – 47 4.26% 0.6
Worldly Partners Management
5945
Worldly Partners Management
Massachusetts
$177M -$14.5M -8% 8.65% 19.2% 3 0% 2.3
JW Asset Management
5946
JW Asset Management
Florida
$177M -$33.7M -16% 7.04% 251% 20 25% 1.2
Brown Shipley & Co
5947
Brown Shipley & Co
United Kingdom
$177M -$24.8M -12% 6.97% 125% 65 3.08% 1.8
Longaeva Partners
5948
Longaeva Partners
Illinois
$177M – – 2.81% – 21 – 0
Mainsail Financial Group
5949
Mainsail Financial Group
Washington
$176M +$3.89M +2% 2.61% 61.9% 50 4% 2
IF
5950
Integrity Financial
Wyoming
$176M +$2.25M +1% 1.8% 66.3% 291 19.24% 1.9