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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)
AIFS
6076
A&I Financial Services
Colorado
$211M +$5.65M +3% 1.67% – 88 22.73% 1.4
Bernzott Capital Advisors
6077
Bernzott Capital Advisors
California
$210M -$1.7M -0.8% 3.53% 46.2% 40 22.5% 2.4
Ategra Capital Management
6078
Ategra Capital Management
Virginia
$210M +$40.7M +24% 6.88% 114% 31 29.03% 1.9
Kieckhefer Group
6079
Kieckhefer Group
Wisconsin
$210M -$3.53M -2% 0.03% – 58 17.24% 0.8
Viewpoint Investment Partners
6080
Viewpoint Investment Partners
Alberta, Canada
$210M +$27M +15% 1.03% 38.4% 74 55.41% 0.6
SCA
6081
Sander Capital Advisors
Washington
$210M -$28.6M -12% 1.05% 113% 12 0% 5.2
Westview Investment Advisors
6082
Westview Investment Advisors
Vermont
$210M – – 1.97% – 75 – 0
Quantedge Capital
6083
Quantedge Capital
Singapore
$210M +$27.1M +15% 6.06% 110% 96 55.21% 0.9
Keeler Thomas Management
6084
Keeler Thomas Management
Utah
$210M -$35.2M -14% 1.13% 52.1% 104 7.69% 1.5
Mark Sheptoff Financial Planning
6085
Mark Sheptoff Financial Planning
Connecticut
$210M +$878K +0.4% 1.35% 92.4% 529 13.23% 5
Burk Holdings
6086
Burk Holdings
Oklahoma
$210M +$22.4M +12% 2.72% – 82 17.07% 0.7
MFG
6087
MTM Financial Group
Pennsylvania
$209M +$6.59M +3% 1.98% 36.5% 90 10% 2.1
First International Bank of Israel
6088
First International Bank of Israel
$209M +$33.1M +19% 1.91% – 60 13.33% 0.4
CI
6089
Carroll Investors
South Carolina
$209M +$2.81M +1% 1.01% 241% 33 15.15% 2.1
Pilgrim Partners Asia
6090
Pilgrim Partners Asia
Singapore
$209M -$15.2M -7% 5.32% – 188 56.91% 0.5
Triavera Capital
6091
Triavera Capital
California
$209M +$3.68M +2% 2.06% – 20 15% 0.9
Element Capital Management
6092
Element Capital Management
New York
$209M +$139M +196% 3.45% 49.4% 96 93.75% 0.2
Fortune 45 LLC
6093
Fortune 45 LLC
Louisiana
$209M +$12.1M +6% 2.09% 85.2% 33 15.15% 2.5
SMA Capital
6094
SMA Capital
New York
$209M – – 5.53% – 43 – 0
CE
6095
Cornerstone Enterprises
Wisconsin
$209M +$5.67M +3% 0.6% 85.7% 40 30% 1.1
Legacy Wealth Management (Idaho)
6096
Legacy Wealth Management (Idaho)
Idaho
$209M -$12.2M -6% 8.76% – 981 26.4% 0.8
Beech Hill Advisors
6097
Beech Hill Advisors
New York
$209M -$5.18M -2% 4.72% 117% 98 5.1% 5.2
Soviero Asset Management
6098
Soviero Asset Management
New York
$209M +$16.1M +8% 15.4% 676% 91 59.34% 0.3
RFG
6099
RFP Financial Group
Georgia
$209M -$36.7M -15% 2.89% 53.2% 119 45.38% 1.8
HRC Wealth Management
6100
HRC Wealth Management
Idaho
$209M +$3.71M +2% 1.83% 82.2% 57 5.26% 1.5