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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)
Von Berge Wealth Management Group
6301
Von Berge Wealth Management Group
California
$155M -$10.3M -6% 2.03% 60.5% 65 4.62% 2.7
Spectrum Investment Advisors
6302
Spectrum Investment Advisors
Wisconsin
$155M +$5.14M +3% 1.43% – 28 14.29% 1.1
Robinson Value Management
6303
Robinson Value Management
Texas
$155M +$3.4M +2% 4.17% 79.3% 76 7.89% 3.6
State of Wisconsin - Board of Commissioners of Public Lands
6304
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$155M -$1.78M -1% 1.19% 4.78% 6 0% 2
Invera Wealth Advisors
6305
Invera Wealth Advisors
Oregon
$155M +$53.8M +53% 1.45% 102% 95 55.79% 0.5
Straightline Group
6306
Straightline Group
Michigan
$155M +$2.1M +1% 0.22% – 54 81.48% 0.2
Sarissa Capital Management
6307
Sarissa Capital Management
Connecticut
$155M -$168M -52% 15.4% 80% 8 12.5% 3.8
KilterHowling LLC
6308
KilterHowling LLC
Colorado
$155M -$20.1M -11% 1.68% 51.3% 50 16% 2.6
Bank of Jackson Hole Trust
6309
Bank of Jackson Hole Trust
Wyoming
$155M +$4.5M +3% 2.84% – 541 21.44% 0.2
Hidden Lake Asset Management
6310
Hidden Lake Asset Management
New York
$155M -$67.7M -30% 3.57% 849% 46 67.39% 0.4
Anabranch Capital Management
6311
Anabranch Capital Management
Connecticut
$155M -$12.5M -8% 2.15% 139% 8 12.5% 3.2
Founders Capital Management (Texas)
6312
Founders Capital Management (Texas)
Texas
$155M -$3.41M -2% 0.58% 131% 384 7.81% 4.4
ALAM
6313
Asahi Life Asset Management
Japan
$154M -$9.5M -6% 1.23% 133% 225 58.22% 1.8
Manuka Financial
6314
Manuka Financial
Virginia
$154M +$6.14M +4% 2.03% – 51 13.73% 0.2
Benchmark Investment Advisors
6315
Benchmark Investment Advisors
Illinois
$154M +$661K +0.4% 7.21% – 93 15.05% 2.1
Gainplan
6316
Gainplan
Michigan
$154M -$109M -41% 3.03% 103% 63 38.1% 2.1
Prentiss Smith & Co
6317
Prentiss Smith & Co
Vermont
$154M +$1.52M +1% 1.35% 67.4% 74 12.16% 5.9
WG
6318
Wealth Group
North Carolina
$154M -$354K -0.2% 1.41% – 168 11.31% 0.9
LWM
6319
Latko Wealth Management
Illinois
$154M -$14.5M -9% 4.22% – 31 12.9% 0.5
Sphera Management Technology Funds
6320
Sphera Management Technology Funds
Israel
$154M -$18.7M -11% 10.5% – 79 37.97% 0.2
KA
6321
Kearns & Associates
California
$154M -$576K -0.4% 3.12% 78.7% 44 6.82% 2.3
NewGen Asset Management
6322
NewGen Asset Management
Ontario, Canada
$154M +$43.9M +40% 7.06% 402% 43 60.47% 0.3
BWG
6323
Boomfish Wealth Group
Georgia
$154M -$10.7M -7% 2.04% 86% 93 11.83% 1.1
Paradoxiom Capital
6324
Paradoxiom Capital
Connecticut
$154M -$87.9M -36% 12.2% – 47 63.83% 0.1
Virtus ETF Advisers
6325
Virtus ETF Advisers
New York
$154M -$90.8M -37% 1.89% 177% 827 85.37% 0.3