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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)
P2 Capital Partners
6001
P2 Capital Partners
New York
$210M -$180M -46% 2.44% 7.96% 11 18.18% 3.4
R.W. Roge & Company
6002
R.W. Roge & Company
New York
$210M +$7.36M +4% 1.8% 76.3% 68 10.29% 3
Great Hill Partners
6003
Great Hill Partners
Massachusetts
$210M -$70.3M -25% 25.1% 24% 1 0% 3.8
Blue Sky Capital Consultants Group
6004
Blue Sky Capital Consultants Group
California
$210M -$20.5M -9% 8.66% – 86 22.09% 0.9
Painted Porch Advisors
6005
Painted Porch Advisors
California
$210M -$39.1M -16% 0.31% – 78 23.08% 1.8
CIA
6006
Citadel Investment Advisory
Ohio
$210M -$21.9M -9% 5.94% 66.1% 79 1.27% 4.7
Kiker Wealth Management
6007
Kiker Wealth Management
Georgia
$209M +$206M +6,847% 9.8% – 133 91.73% 0.1
Lynx Investment Advisory
6008
Lynx Investment Advisory
District of Columbia
$209M +$26M +14% 0.92% – 197 23.86% 1.2
Glynn Capital Management
6009
Glynn Capital Management
California
$209M -$81.9M -28% 4.28% 252% 48 35.42% 3.1
Campbell Capital Management
6010
Campbell Capital Management
Florida
$209M -$86.4M -29% 6.84% – 52 51.92% 2.5
Adalta Capital Management
6011
Adalta Capital Management
New York
$209M -$14.9M -7% 3.72% 80.4% 101 16.83% 4.3
Byrne Financial Freedom
6012
Byrne Financial Freedom
Massachusetts
$209M -$8.96M -4% 3.63% – 111 18.02% 0.9
Sequent Asset Management
6013
Sequent Asset Management
Texas
$209M -$16.2M -7% 1.01% 51.3% 101 12.87% 3.4
Allodium Investment Consultants
6014
Allodium Investment Consultants
Minnesota
$209M +$11.5M +6% 0.01% – 53 3.77% 1.1
Plan A Wealth
6015
Plan A Wealth
Nebraska
$209M +$4.32M +2% 2.46% – 192 17.19% 0.8
Bernzott Capital Advisors
6016
Bernzott Capital Advisors
California
$209M -$1.52M -0.7% 0.09% 46.2% 43 20.93% 2.5
BCM
6017
Beartown Capital Management
Michigan
$209M +$70.3M +51% 6.98% – 57 50.88% 0.2
ADE LLC
6018
ADE LLC
Maryland
$209M +$2.1M +1% 1.79% 59.8% 89 7.87% 3.6
Marshall Investment Management
6019
Marshall Investment Management
Colorado
$208M +$9.4M +5% 0.94% – 277 73.65% 0.2
Sterling Investment Advisors (Missouri)
6020
Sterling Investment Advisors (Missouri)
Missouri
$208M +$1.8M +0.9% 0.08% 45.1% 40 2.5% 6.5
ELCO Management
6021
ELCO Management
New York
$208M +$49.8M +31% 8.85% 98.3% 178 16.85% 4
Summit Place Financial Advisors
6022
Summit Place Financial Advisors
New Jersey
$208M +$1.77M +0.9% 2.18% 111% 115 22.61% 3.1
Geneva Partners
6023
Geneva Partners
Wisconsin
$208M -$72.6M -26% 13.2% 417% 84 42.86% 2.5
Steinberganna Wealth Management
6024
Steinberganna Wealth Management
New York
$208M -$5.27M -2% 3.74% – 143 18.88% 0.4
ASBI
6025
American State Bank (Iowa)
Iowa
$208M +$221K +0.1% 1.35% 149% 139 4.32% 4.4