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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)
BlackDiamond Wealth Management
6026
BlackDiamond Wealth Management
New York
$208M +$2.93M +1% 1.64% 70.8% 220 16.36% 1.9
Estate Planners Group
6027
Estate Planners Group
Pennsylvania
$208M -$22.5M -10% 7.76% – 471 85.35% 0.2
Miller Capital Partners
6028
Miller Capital Partners
Michigan
$208M +$9.6M +5% 7.5% – 270 4.44% 0.2
Catawba River Capital
6029
Catawba River Capital
South Carolina
$208M -$16.8M -7% 3.56% 89.5% 24 8.33% 2.6
MIP
6030
Ma Investment Partnership
California
$208M +$93.4M +82% 63.3% – 10 20% 0.2
Wealth Intelligence
6031
Wealth Intelligence
Georgia
$208M +$6.44M +3% 0.52% – 66 28.79% 0.2
Fox Hill Wealth Management
6032
Fox Hill Wealth Management
Massachusetts
$208M -$7.28M -3% 0.31% – 124 13.71% 1.6
Horizon Bancorp
6033
Horizon Bancorp
Indiana
$208M +$2.44M +1% 0.34% 33.4% 213 12.21% 3.3
BDFS Capital
6034
BDFS Capital
Delaware
$208M +$9.7M +5% 0.12% – 148 16.89% 0.2
Kensington Investment Counsel
6035
Kensington Investment Counsel
California
$208M -$38.5M -16% 0.13% 81.9% 109 28.44% 3.4
HCA
6036
Hyperion Capital Advisors
New York
$208M +$3.38M +2% 11% 86.1% 75 20% 3.1
Birchcreek Wealth Management
6037
Birchcreek Wealth Management
Ohio
$208M +$4.03M +2% 0.41% 80.7% 121 7.44% 3.4
Brighton Securities
6038
Brighton Securities
New York
$208M +$4.98M +2% 1.66% – 54 14.81% 1.1
Security National Bank of So Dak
6039
Security National Bank of So Dak
Iowa
$207M +$4.51M +2% 1.79% 67.7% 125 16% 5.7
Reliant Investment Management
6040
Reliant Investment Management
Tennessee
$207M -$39.2M -16% 0.58% 129% 60 16.67% 3.9
StepStone Group
6041
StepStone Group
California
$207M +$20.6M +11% 16.5% 107% 26 42.31% 1.5
Matrix Private Capital Group
6042
Matrix Private Capital Group
New York
$207M +$10.3M +5% 0.92% 62.5% 144 9.72% 4.3
CIBRA Capital
6043
CIBRA Capital
United Kingdom
$207M +$149M +256% 16% – 37 83.78% 0.1
Richardson Capital Management
6044
Richardson Capital Management
Wisconsin
$207M +$7.82M +4% 2.12% 74.2% 401 39.65% 0.8
JWM
6045
Johnson Wealth Management
North Dakota
$207M +$6.18M +3% 0.28% – 51 7.84% 0.5
Plustick Management
6046
Plustick Management
Virginia
$207M -$18.9M -8% 31% 1,667% 29 55.17% 1.1
NAMNJ
6047
NorthStar Asset Management (New Jersey)
New Jersey
$207M -$15.2M -7% 3.29% – 109 12.84% 1.8
Tenret Company
6048
Tenret Company
Florida
$207M +$9.5M +5% 0.63% – 33 0% 3.8
RetireMitten Financial
6049
RetireMitten Financial
Michigan
$207M – – 1.57% – 183 – 0
Chronos Wealth Management
6050
Chronos Wealth Management
Florida
$207M -$9.31M -4% 1.7% 92.3% 39 2.56% 4.3