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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)
Northern Capital Management (Washington)
6101
Northern Capital Management (Washington)
Washington
$158M +$8.43M +6% 4.95% 80% 42 9.52% 2.3
Stonepine Capital Management
6102
Stonepine Capital Management
Oregon
$158M +$48.6M +44% 31.9% 231% 41 46.34% 0.6
Sowa Financial Group
6103
Sowa Financial Group
Rhode Island
$158M +$26.1M +20% 7.56% 100% 32 9.38% 3.2
Godshalk Welsh Capital Management
6104
Godshalk Welsh Capital Management
Pennsylvania
$158M +$8.24M +5% 7.45% 61.1% 127 8.66% 6.2
Delap Wealth Advisory
6105
Delap Wealth Advisory
Oregon
$158M -$59.1M -27% 5.93% 73% 124 53.23% 1.3
Catawba River Capital
6106
Catawba River Capital
South Carolina
$158M -$7.14M -4% 8.4% 89.5% 20 10% 2.8
McCarter Private Wealth Services
6107
McCarter Private Wealth Services
Massachusetts
$158M – – 3.92% – 102 – 0
Investments & Financial Planning LLC
6108
Investments & Financial Planning LLC
Kentucky
$158M +$8.96M +6% 6.38% 63.6% 34 5.88% 2.4
Kiely Wealth Advisory Group
6109
Kiely Wealth Advisory Group
North Carolina
$158M -$23.7M -13% 4.4% – 315 4.76% 0.7
MSD Partners
6110
MSD Partners
New York
$158M -$864M -85% 6.17% 3.5% 19 15.79% 3.1
Otter Creek Advisors
6111
Otter Creek Advisors
Florida
$158M +$3.58M +2% 14.8% 173% 40 15% 1.2
Woodward Diversified Capital
6112
Woodward Diversified Capital
California
$158M -$12.9M -8% 6.9% 118% 166 7.83% 2.3
Archvest Wealth Advisors
6113
Archvest Wealth Advisors
California
$158M +$6.68M +4% 5.92% 47.8% 78 28.21% 1.4
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6114
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$157M +$3.67M +2% 2.6% 105% 124 2.42% 1.9
Kerusso Capital Management
6115
Kerusso Capital Management
North Carolina
$157M +$19.7M +14% 9.19% – 60 15% 0.2
Richardson Financial Services
6116
Richardson Financial Services
Massachusetts
$157M +$18.5M +13% 6.12% – 600 2% 0.6
Aflac Inc
6117
Aflac Inc
Georgia
$157M +$45.6M +41% 41.5% 28.8% 4 0% 2.1
Bright Financial Advisors
6118
Bright Financial Advisors
Michigan
$157M +$15.5M +11% 6.83% – 54 11.11% 0.4
Cascade Investment Advisors
6119
Cascade Investment Advisors
Oregon
$157M +$8.93M +6% 7.9% 71.4% 119 13.45% 4.1
KFO
6120
Kopp Family Office
Minnesota
$157M -$4.17M -3% 6.84% 47.9% 23 13.04% 2.8
Trust Investment Advisors
6121
Trust Investment Advisors
Indiana
$157M -$341K -0.2% 5.11% 178% 144 38.19% 3.4
HFG Wealth Management
6122
HFG Wealth Management
Texas
$157M -$97 -0% 4.08% 45.9% 40 0% 1.1
HP
6123
Hyperion Partners
Pennsylvania
$157M +$16.6M +12% 8.03% – 76 10.53% 1.3
Great Hill Partners
6124
Great Hill Partners
Massachusetts
$157M +$9.6M +7% 6.54% 24% 1 0% 2.3
Presidio Capital Management
6125
Presidio Capital Management
California
$156M +$13.4M +9% 6.69% 56.1% 72 19.44% 1