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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)
Constellation Investimentos e Participacoes
6076
Constellation Investimentos e Participacoes
Brazil
$113M +$6.87M +6% 5.71% 172% 7 28.57% 1.9
Brown Financial Advisory
6077
Brown Financial Advisory
Alabama
$113M -$9.7M -8% 4.34% 66.3% 31 9.68% 2.2
Successful Portfolios
6078
Successful Portfolios
Florida
$113M -$3.31M -3% 2.75% 110% 159 11.95% 4.4
Riverview Trust Company
6079
Riverview Trust Company
Washington
$113M +$2.46M +2% 3.07% 87.6% 731 15.32% 2
CI
6080
Carroll Investors
South Carolina
$113M -$20.5M -15% 9.96% 241% 33 39.39% 1.1
AFG Fiduciary Services
6081
AFG Fiduciary Services
Massachusetts
$113M -$20M -15% 4.87% 72.4% 84 15.48% 1.2
Fairfield University
6082
Fairfield University
Connecticut
$113M -$4.88M -4% 4.56% 61.9% 4 0% 6.4
Objective Capital Management
6083
Objective Capital Management
Ohio
$113M -$1.71M -1% 3.66% – 109 16.51% 1.4
KCM
6084
Key Colony Management
Arkansas
$113M -$28.3M -20% 15.7% 113% 8 0% 1.8
Sterling Investment Management
6085
Sterling Investment Management
Arizona
$112M -$13.6M -11% 0.24% 45.3% 61 16.39% 5
Walker Asset Management
6086
Walker Asset Management
Missouri
$112M -$8.71M -7% 5.17% 87.6% 99 11.11% 1.5
Arbor Capital Management (Alaska)
6087
Arbor Capital Management (Alaska)
Alaska
$112M -$16.4M -13% 3.08% 62.7% 107 12.15% 1.6
Steinberg Asset Management
6088
Steinberg Asset Management
New York
$112M +$8.08M +8% 8.18% 130% 42 11.9% 3.4
AWH Capital
6089
AWH Capital
Texas
$112M -$1.3M -1% 2.05% 183% 29 17.24% 2.3
AIM
6090
AHL Investment Management
Florida
$112M -$228K -0.2% 3.48% 57.7% 63 3.17% 1.4
DHK Financial Advisors
6091
DHK Financial Advisors
New Hampshire
$112M -$5.26M -4% 3.9% 46.1% 64 4.69% 0.9
Investments & Financial Planning LLC
6092
Investments & Financial Planning LLC
Kentucky
$112M -$3.29M -3% 3.95% 63.6% 35 5.71% 1.6
Kopion Asset Management
6093
Kopion Asset Management
Texas
$112M -$5.94M -5% 3.38% 80.5% 19 5.26% 3.2
SWG
6094
Summit Wealth Group
Vermont
$112M -$135M -55% 3.54% 53% 82 58.54% 1.5
General Partner Inc
6095
General Partner Inc
Pennsylvania
$112M -$7.95M -7% 3.07% 83.1% 127 0% 0.7
Olistico Wealth
6096
Olistico Wealth
Oklahoma
$112M -$4.93M -4% 3.26% 108% 111 9.01% 0.6
Anchor IV
6097
Anchor IV
Singapore
$112M – – 16.7% – 1 – 0
Diker Management
6098
Diker Management
New York
$112M -$7.3M -6% 2.4% 210% 44 22.73% 2.3
Industrial Alliance Investment Management
6099
Industrial Alliance Investment Management
Quebec, Canada
$112M -$77.9M -41% 4.04% 81.5% 171 97.08% 1.8
MIM
6100
Meixler Investment Management
Arizona
$112M +$3.75M +3% 3.61% 66.2% 107 19.63% 1.1