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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)
Rather & Kittrell
6326
Rather & Kittrell
Tennessee
$103M -$11.1M -10% 3.61% 41.1% 337 81.9% 0.3
Paragon Private Wealth Management
6327
Paragon Private Wealth Management
Kentucky
$102M -$10.3M -9% 2.72% 104% 118 15.25% 0.2
KL
6328
KCK Ltd
Bermuda
$102M -$39.1M -28% 26.7% – 4 0% 0.3
Derbend Asset Management
6329
Derbend Asset Management
Georgia
$102M $0 0% 5.02% 23.9% 85 1.18% 0.7
MIM
6330
Meixler Investment Management
Arizona
$102M +$5.23M +5% 12.1% 66.2% 94 22.34% 0.2
BG Investment Services
6331
BG Investment Services
Guam
$102M -$8.68M -8% 5.37% – 11 27.27% 0.2
Pine Haven Investment Counsel
6332
Pine Haven Investment Counsel
Massachusetts
$102M -$5.03M -5% 3.94% 72.1% 108 6.48% 0.2
RCWM
6333
Royal Capital Wealth Management
Indiana
$102M -$865K -0.8% 1.7% 83.8% 109 11.01% 0.2
AM
6334
Account Management
Massachusetts
$102M -$13.6M -12% 3.12% 87.4% 27 14.81% 4.1
In-Depth Partners
6335
In-Depth Partners
Florida
$102M -$62.6M -38% 16.2% 157% 14 7.14% 0.2
Barden Capital Management
6336
Barden Capital Management
Texas
$102M -$2.93M -3% 5.84% 80.1% 63 7.94% 0.2
Integrity Advisory
6337
Integrity Advisory
Kansas
$102M – – 4.72% – 80 – 0
Kolinsky Wealth Management
6338
Kolinsky Wealth Management
New Jersey
$102M -$6.23M -6% 5.38% 44.6% 166 24.7% 0.2
Menard Financial Group
6339
Menard Financial Group
Texas
$101M -$20.5M -17% 4.07% 141% 159 28.3% 1.2
Delos Wealth Advisors
6340
Delos Wealth Advisors
Texas
$101M -$3.59M -3% 0.96% 58% 466 45.71% 0.6
RI
6341
Rinkey Investments
California
$101M -$7.64M -7% 2.55% 38.4% 293 86.35% 0.2
Forefront Wealth Management
6342
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 1.47% – 64 37.5% 0.2
GC
6343
Gratia Capital
California
$101M +$16.1M +19% 2.26% 42.4% 43 37.21% 0.5
Addition Three General Partner
6344
Addition Three General Partner
New York
$101M -$24.8M -20% 36.9% – 1 0% 0.3
Trustco Bank (New York)
6345
Trustco Bank (New York)
New York
$101M -$13.5M -12% 0.52% 131% 71 5.63% 5.3
Horizon Family Wealth
6346
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 5.63% 68.6% 64 31.25% 0.2
GWMI
6347
Guardian Wealth Management (Illinois)
Illinois
$101M -$3.2M -3% 4% 103% 243 7.41% 0.2
OmniStar Financial Group
6348
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 0.43% 67.1% 124 16.94% 1
Northland Capital Management
6349
Northland Capital Management
Minnesota
$101M -$16.7M -14% 4.09% 37.5% 23 39.13% 0.2
LCM
6350
Linker Capital Management
Kentucky
$101M -$3.52M -3% 1.93% – 40 2.5% 0.2