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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)
Balance Wealth
6276
Balance Wealth
Ohio
$171M +$16.9M +11% 8.95% – 121 25.62% 0.2
David J. Yvars Group
6277
David J. Yvars Group
Florida
$171M +$43.6M +34% 17.7% 143% 86 25.58% 2.6
NELSF
6278
NewGen Equity Long/Short Fund
Cayman Islands
$171M – – 36% – 24 – 0
General Partner Inc
6279
General Partner Inc
Pennsylvania
$171M +$17.1M +11% 5.25% 83.1% 176 2.27% 1.9
Washburn Capital Management
6280
Washburn Capital Management
Florida
$171M +$18.5M +12% 15% 123% 59 25.42% 2.5
Ausbil Investment Management
6281
Ausbil Investment Management
Australia
$171M +$6.71M +4% 6.2% 115% 81 30.86% 1
Sterling Investment Counsel
6282
Sterling Investment Counsel
New York
$171M -$122M -42% 11.6% 93.8% 182 27.47% 2.4
Baron Financial Group
6283
Baron Financial Group
New Jersey
$170M +$11.5M +7% 7.6% 55.5% 49 4.08% 3.9
BCK Partners
6284
BCK Partners
New York
$170M +$10.2M +6% 6.11% 46% 28 17.86% 3.7
Tribridge Partners Financial
6285
Tribridge Partners Financial
Maryland
$170M – – 8.23% – 60 – 0
Disciplined Equity Management
6286
Disciplined Equity Management
Florida
$170M +$26.6M +18% 6.33% 72.3% 66 13.64% 2.3
Charter Capital Management
6287
Charter Capital Management
Wisconsin
$170M – – 7.2% – 62 – 0
Hardin Capital Partners
6288
Hardin Capital Partners
South Carolina
$170M +$7.16M +4% 0.08% – 121 9.92% 0.9
Innova Wealth Partners
6289
Innova Wealth Partners
Pennsylvania
$170M +$8.79M +5% 6.68% 72.5% 117 23.08% 0.6
Matrix Private Capital Group
6290
Matrix Private Capital Group
New York
$170M +$2.86M +2% 8.46% 62.5% 145 13.79% 4.1
Northern Capital Management (Washington)
6291
Northern Capital Management (Washington)
Washington
$170M +$16.6M +11% 12% 80% 46 10.87% 2.8
Aegis Financial
6292
Aegis Financial
Virginia
$170M +$52.7M +45% 9.48% 266% 25 8% 2.6
SeaTown Holdings
6293
SeaTown Holdings
Singapore
$170M +$54M +47% 19.5% 220% 24 50% 1.1
Corient IA
6294
Corient IA
Florida
$170M +$29.1M +21% 15.4% – 323 14.55% 0.2
First International Bank of Israel
6295
First International Bank of Israel
$170M – – 9.03% – 56 – 0
WBWA
6296
William B. Walkup & Associates
South Carolina
$170M +$5.74M +3% 2.48% – 163 1.23% 1
Prepared Retirement Institute
6297
Prepared Retirement Institute
Pennsylvania
$170M +$13.1M +8% 6.58% – 92 14.13% 1.1
Bardin Hill Management Partners
6298
Bardin Hill Management Partners
New York
$170M -$138M -45% 9.08% 214% 65 83.08% 0.6
Redpoint Management
6299
Redpoint Management
California
$170M -$107M -39% 0.98% 20.6% 6 16.67% 2.7
Flower City Capital
6300
Flower City Capital
New York
$170M +$17.1M +11% 10.8% 69.5% 41 12.2% 2.1