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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)
Resonate Capital
6351
Resonate Capital
California
$67M -$23.3M -26% 5.56% – 20 0% 0.7
Oslo Asset Management AS
6352
Oslo Asset Management AS
Norway
$66.9M -$25.2M -27% 4.17% 82.7% 16 25% 3.3
AtlasMark Financial
6353
AtlasMark Financial
Texas
$66.8M -$2.25M -3% 6.27% – 40 5% 2.7
Dean Capital Management
6354
Dean Capital Management
Kansas
$66.8M -$47.2M -41% 4.54% 89.7% 79 17.72% 1.6
HA
6355
Havens Advisors
New York
$66.8M +$3.5M +6% 25.6% 460% 62 62.9% 0.4
James Reed Financial Services
6356
James Reed Financial Services
Ohio
$66.8M -$5.35M -7% 6.35% – 12 0% 0.7
P.A.W. Capital
6357
P.A.W. Capital
Connecticut
$66.7M -$2.13M -3% 1.58% 54.6% 58 8.62% 4.1
Synergy Financial Group
6358
Synergy Financial Group
California
$66.7M +$2.94M +5% 2.7% 133% 91 12.09% 0.7
Capitol Family Office
6359
Capitol Family Office
Oregon
$66.7M -$30.4M -31% 5.82% 72% 19 21.05% 0.7
Stegent Equity Advisors
6360
Stegent Equity Advisors
Texas
$66.6M -$10.4M -14% 2.15% 96.4% 75 29.33% 0.6
Marks Wealth
6361
Marks Wealth
Maryland
$66.6M -$18.5M -22% 1.2% 169% 17 58.82% 1.3
Sound Financial Strategies Group
6362
Sound Financial Strategies Group
Mississippi
$66.6M -$61M -48% 0.64% 26.4% 50 56% 1.2
Apis Capital Advisors
6363
Apis Capital Advisors
New York
$66.6M -$22.2M -25% 0.76% 1,532% 32 31.25% 1.2
Kerntke Otto McGlone Wealth Management Group
6364
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$66.4M -$619K -0.9% 6.81% 64.9% 57 17.54% 1.4
DGM
6365
Darwin Global Management
Jersey
$66.4M -$122M -65% 157% 2,582% 3 100% 0
AMH Equity
6366
AMH Equity
New York
$66.2M +$8.29M +14% 2.7% 267% 29 48.28% 0.4
Coury Firm Asset Management
6367
Coury Firm Asset Management
Pennsylvania
$66.2M -$9.2M -12% 5.72% – 48 4.17% 0.7
KCS
6368
Koonce Calvin Scott
$66M -$4.06M -6% 5.8% 67.9% 1 0% 7.8
SPI
6369
Sutton Place Investors
New York
$66M -$2.76M -4% 5.1% 84% 74 31.08% 0.6
ACK
6370
Andrew C. Karlinski
$66M -$2.14M -3% 4.63% – 390 35.38% 0.6
CNO Financial Group
6371
CNO Financial Group
Indiana
$65.9M -$375K -0.6% 0.68% – 6 0% 1.5
My Personal CFO LLC
6372
My Personal CFO LLC
Washington
$65.8M -$12.1M -16% 0.96% 83.4% 64 20.31% 0.6
Leo H. Evart Inc
6373
Leo H. Evart Inc
California
$65.6M -$16.6M -20% 4.81% – 38 13.16% 0.8
Kemper
6374
Kemper
Illinois
$65.6M -$5.08M -7% 7.17% 28.6% 3 0% 2.1
Kingsbury Capital Investment Advisors
6375
Kingsbury Capital Investment Advisors
Illinois
$65.6M -$7.11M -10% 1.85% – 96 22.92% 0.5