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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)
JCG
6251
John C. Goff
$83.3M -$24.4M -23% 22.6% – 26 26.92% 0.4
Reverence Capital Partners
6252
Reverence Capital Partners
New York
$83.3M -$37.9M -31% 31.3% 5.38% 1 0% 0.5
Masterton Capital Management
6253
Masterton Capital Management
New York
$83.3M -$22.9M -22% 18.7% 1.94% 23 52.17% 0.5
Yorktown Energy Partners IX
6254
Yorktown Energy Partners IX
New York
$83M -$68M -45% 16.4% 67.3% 2 0% 3
Endowment Wealth Management
6255
Endowment Wealth Management
Wisconsin
$83M -$12.1M -13% 15.1% 66.3% 129 17.05% 0.5
CWMGP
6256
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$82.9M -$17.2M -17% 13.9% 75.9% 67 8.96% 0.5
Collaborative Holdings Management
6257
Collaborative Holdings Management
New York
$82.6M +$18.8M +30% 1.78% 591% 22 77.27% 0.2
BC
6258
Belmont Capital
California
$82.6M -$17.6M -18% 22.3% 182% 76 10.53% 1.6
Redmont Wealth Advisors
6259
Redmont Wealth Advisors
Illinois
$82.6M -$11.4M -12% 10.8% 46.1% 130 30% 0.4
Caerus Investment Advisors
6260
Caerus Investment Advisors
Texas
$82.5M -$55K -0.1% 18.4% 85% 63 22.22% 0.4
IDG Technology Venture Investment IV
6261
IDG Technology Venture Investment IV
Hong Kong
$82.4M -$245M -75% 73.6% 420% 4 25% 0.5
Community Capital Management
6262
Community Capital Management
Florida
$82.3M -$1.95M -2% 13% 55.6% 79 77.22% 0.3
Leo H. Evart Inc
6263
Leo H. Evart Inc
California
$82.3M -$14.5M -15% 11.6% – 43 16.28% 0.5
BSWA
6264
Bromfield Sneider Wealth Advisors
Massachusetts
$82.2M -$13M -14% 17% – 119 32.77% 0.3
TMC
6265
Trellus Management Company
Florida
$82.2M -$89.6M -52% 15.4% 268% 68 39.71% 1.5
Coastwise Capital Group
6266
Coastwise Capital Group
California
$82.1M +$1.63M +2% 15.6% 88.8% 111 17.12% 0.2
AM
6267
Account Management
Massachusetts
$82.1M -$20.1M -20% 20.2% 87.4% 25 4% 4.2
Mount Vernon Associates
6268
Mount Vernon Associates
Maryland
$82M -$21.1M -20% 19.1% 119% 53 1.89% 6.2
Trustees of The University of Pennsylvania
6269
Trustees of The University of Pennsylvania
Pennsylvania
$82M -$50.3M -38% 14.6% – 7 42.86% 0.4
Banta Asset Management
6270
Banta Asset Management
California
$82M -$42M -34% 26.5% – 21 33.33% 2.2
SC
6271
Samjo Capital
New York
$82M -$35M -30% 24.8% 89.1% 21 28.57% 1
Samson Rock Capital
6272
Samson Rock Capital
United Kingdom
$81.8M -$25.1M -23% 13% 166% 41 92.68% 0.1
Pin Oak Investment Advisors
6273
Pin Oak Investment Advisors
Texas
$81.8M -$11.8M -13% 9.6% 62.7% 444 11.94% 2.8
Sterling Manor Financial
6274
Sterling Manor Financial
New York
$81.7M -$43.4M -35% 9.52% – 88 46.59% 0.8
Sanctuary Wealth Management
6275
Sanctuary Wealth Management
Idaho
$81.6M -$9.24M -10% 8.58% – 40 35% 2.3