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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)
Sapphire Ventures
6351
Sapphire Ventures
Texas
$134M -$32.6M -20% 11.5% 7.75% 7 14.29% 2.5
Bancreek Capital Management
6352
Bancreek Capital Management
California
$134M +$16.4M +14% 9.98% 33.6% 20 20% 1.5
Prepared Retirement Institute
6353
Prepared Retirement Institute
Pennsylvania
$134M +$493K +0.4% 6.76% – 81 20.99% 0.2
CP
6354
CPV Partners
Connecticut
$134M -$3.66M -3% 10.2% 105% 5 0% 2.6
MF
6355
Meridian Financial
Massachusetts
$134M +$6.73M +5% 7.13% 58.5% 123 8.94% 1.6
Caitlin John
6356
Caitlin John
Michigan
$134M +$11.4M +9% 7.36% – 958 13.99% 0.2
Keene & Associates
6357
Keene & Associates
Texas
$134M +$13.4M +11% 6.8% 20.3% 84 7.14% 1.9
Bright Financial Advisors
6358
Bright Financial Advisors
Michigan
$134M – – 6.07% – 48 – 0
MIM
6359
Meixler Investment Management
Arizona
$134M +$13.6M +11% 8.47% 60.8% 118 26.27% 1.3
Accordant Advisory Group
6360
Accordant Advisory Group
Maryland
$134M – – 5.88% – 199 – 0
Gate City Capital Management
6361
Gate City Capital Management
Illinois
$134M +$28.8M +27% 3.15% – 16 31.25% 0.2
Jones Road Capital Management
6362
Jones Road Capital Management
New York
$134M -$260M -66% 11.2% 88.5% 49 48.98% 1.4
HIA
6363
Harvest Investment Advisors
Florida
$134M +$9.12M +7% 7.63% 78.3% 53 5.66% 1.2
Novak & Powell Financial Services
6364
Novak & Powell Financial Services
Florida
$134M -$16.2M -11% 7.74% – 161 16.77% 0.2
Strategic Financial Planning
6365
Strategic Financial Planning
Texas
$134M +$5.73M +4% 3.96% 47.5% 36 5.56% 3.1
CIG
6366
Cascade Investment Group
Colorado
$134M +$9.7M +8% 7.26% 93.2% 146 10.27% 1
Abel Hall LLC
6367
Abel Hall LLC
Louisiana
$134M +$16.5M +14% 11.4% 133% 159 29.56% 0.2
Paragon Capital Management (Utah)
6368
Paragon Capital Management (Utah)
Utah
$134M +$8.62M +7% 9.37% 72.3% 81 33.33% 1.2
Endowment Wealth Management
6369
Endowment Wealth Management
Wisconsin
$134M +$13.3M +11% 7.38% 70.7% 140 12.14% 1.6
Greenhouse Wealth Management
6370
Greenhouse Wealth Management
Connecticut
$133M +$9.7M +8% 9.18% 87.2% 60 10% 2.6
ACM
6371
Aquilo Capital Management
California
$133M -$27M -17% 17.9% 6.84% 11 18.18% 2
Maripau Wealth Management
6372
Maripau Wealth Management
Indiana
$133M +$18.3M +16% 7.35% 55.6% 164 36.59% 0.9
H&F Corporate Investors IX
6373
H&F Corporate Investors IX
California
$133M +$2.5M +2% 1.91% 62.7% 1 0% 1.3
Longview Financial Advisors
6374
Longview Financial Advisors
Alabama
$133M +$8.79M +7% 5.66% 47.4% 44 11.36% 0.2
BG
6375
BRX Global
New York
$133M +$25.1M +23% 13.2% 65.8% 5 0% 2.3