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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)
Piershale Financial Group
6201
Piershale Financial Group
Illinois
$110M -$152M -58% 0.39% 82% 22 54.55% 2.9
TI-Trust
6202
TI-Trust
Illinois
$110M -$1.99M -2% 0.02% 88.8% 116 12.93% 1.9
University of Massachusetts Foundation
6203
University of Massachusetts Foundation
Massachusetts
$110M -$9.9M -8% 6.07% 53.6% 5 0% 1.6
Lauterbach Financial Advisors
6204
Lauterbach Financial Advisors
Texas
$110M -$3.24M -3% 3.09% 76.5% 57 15.79% 0.2
Segra Capital Management
6205
Segra Capital Management
Florida
$110M +$43.7M +66% 22.7% 19% 12 66.67% 0.1
LTG Capital
6206
LTG Capital
Massachusetts
$110M -$8.5M -7% 7.03% 56% 27 3.7% 0.3
Hiddenite Capital Partners
6207
Hiddenite Capital Partners
New York
$110M -$84.7M -44% 6.12% 523% 60 61.67% 0.1
Tinicum
6208
Tinicum
New York
$110M -$112M -51% 20.3% 21.1% 2 50% 7
Laraway Financial Advisors
6209
Laraway Financial Advisors
Minnesota
$110M -$2.27M -2% 4.08% 92.3% 108 6.48% 0.2
Von Berge Wealth Management Group
6210
Von Berge Wealth Management Group
California
$110M +$1.32M +1% 3.87% 60.5% 67 8.96% 0.2
Bivin & Associates
6211
Bivin & Associates
Oklahoma
$110M -$4.97M -4% 2.65% – 445 29.66% 0.2
Generali Powszechne Towarzystwo Emerytalne
6212
Generali Powszechne Towarzystwo Emerytalne
Poland
$110M +$4.76M +5% 0.02% 140% 29 6.9% 0.2
KRC
6213
Kehrs Ridge Capital
New Jersey
$110M -$182M -62% 4.57% – 38 76.32% 0.2
SPAS
6214
Spectrum Planning & Advisory Services
California
$109M -$588K -0.5% 3.39% – 52 19.23% 1
Once Capital Management
6215
Once Capital Management
New York
$109M +$2.61M +2% 17.1% 570% 23 26.09% 0.2
Avenir Management Company
6216
Avenir Management Company
New York
$109M -$77.2M -41% 42.5% – 4 25% 0.2
First Bancorp
6217
First Bancorp
Maine
$109M -$5.56M -5% 3.36% 73.8% 112 10.71% 0.9
AIM
6218
AHL Investment Management
Florida
$109M -$489K -0.4% 0.6% 57.7% 331 82.78% 0.2
NPAM
6219
Noble Path Asset Management
New York
$109M +$5.9M +6% 8.19% – 27 37.04% 0.2
Walker Financial Services
6220
Walker Financial Services
Kentucky
$109M – – 2.81% 18.9% 26 – 0
Financial Insights
6221
Financial Insights
Washington
$109M -$7.06M -6% 3.63% 71.9% 88 6.82% 2.4
Unconventional Investor
6222
Unconventional Investor
New Hampshire
$109M +$7.98M +8% 0.15% 62.7% 35 8.57% 0.2
Steinberg Asset Management
6223
Steinberg Asset Management
New York
$109M +$26.5M +32% 42.9% 130% 35 2.86% 3.4
M28 Capital Management
6224
M28 Capital Management
Connecticut
$109M -$19.3M -15% 37.2% 200% 14 21.43% 0.2
Atlas Venture Associates IX
6225
Atlas Venture Associates IX
Massachusetts
$109M -$120M -53% 48.1% 89.8% 7 0% 4