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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)
Griffith & Werner
6376
Griffith & Werner
Georgia
$213M +$11.6M +6% 11.4% – 80 21.25% 1.2
Horizon Bancorp
6377
Horizon Bancorp
Indiana
$213M +$5.48M +3% 7.73% 33.4% 209 7.18% 3.6
Evergreen Wealth Management
6378
Evergreen Wealth Management
Michigan
$213M +$19.5M +10% 10.3% 62.1% 58 12.07% 2.5
LFG Wealth Partners
6379
LFG Wealth Partners
Kentucky
$213M +$47.5M +29% 26.5% – 116 38.79% 0.3
MAC Alpha Capital Management
6380
MAC Alpha Capital Management
Florida
$213M +$41.7M +24% 1.33% – 22 9.09% 0.5
Birchbrook
6381
Birchbrook
Maine
$213M +$9.11M +4% 10.1% 49.1% 326 17.18% 1.9
BGI
6382
B Group Inc
Texas
$213M +$78.1M +58% 22.2% – 22 22.73% 1
WPA
6383
WIT Partners Advisory
Singapore
$213M -$129M -38% 14.1% 22.7% 19 31.58% 0.7
Cedar Cove Wealth Partners
6384
Cedar Cove Wealth Partners
Minnesota
$213M +$22.3M +12% 15.9% – 103 26.21% 0.4
4Thought Financial Group
6385
4Thought Financial Group
New York
$213M +$10.6M +5% 8.54% 37.6% 99 0% 3.8
KM Capital Management
6386
KM Capital Management
Texas
$213M +$64.1M +43% 13.1% 60.8% 94 68.09% 1.3
Aegis Wealth Management (Maryland)
6387
Aegis Wealth Management (Maryland)
Maryland
$213M +$37.8M +22% 11.1% – 163 29.45% 1
Gerber LLC
6388
Gerber LLC
Ohio
$213M +$33.5M +19% 20% 137% 102 18.63% 1.7
Legacy Financial Independent Advisors
6389
Legacy Financial Independent Advisors
Kentucky
$213M +$20.3M +11% 14.2% – 135 24.44% 0.2
First County Bank
6390
First County Bank
Connecticut
$213M +$25.2M +13% 17.5% 101% 173 9.25% 2.4
Industrial Alliance Investment Management
6391
Industrial Alliance Investment Management
Quebec, Canada
$212M +$45.2M +27% 23.5% 88.8% 8 0% 3.2
Equinox Partners Investment Management
6392
Equinox Partners Investment Management
Connecticut
$212M -$33M -13% 18.7% 241% 12 8.33% 2
Cape Ann Savings Bank
6393
Cape Ann Savings Bank
Massachusetts
$212M +$13.4M +7% 14.2% 72.7% 122 8.2% 5
AFBI
6394
AFBI
Florida
$212M +$81.1M +62% 14.9% – 1 0% 1.3
Blue Door Asset Management
6395
Blue Door Asset Management
Connecticut
$212M +$53.7M +34% 45.9% 127% 25 44% 0.9
Taconic Capital Advisors
6396
Taconic Capital Advisors
New York
$212M -$23.1M -10% 8.09% 273% 22 59.09% 1.1
Novak & Powell Financial Services
6397
Novak & Powell Financial Services
Florida
$212M +$26.5M +14% 15.2% – 178 12.36% 1.9
Insight Inv LLC
6398
Insight Inv LLC
California
$212M +$29.4M +16% 33.4% 139% 111 8.11% 3.3
Kinetic Wealth Investment Advisors
6399
Kinetic Wealth Investment Advisors
Ohio
$212M – – 12.4% – 64 – 0
Straightline Group
6400
Straightline Group
Michigan
$212M +$11M +5% 3.51% – 22 36.36% 0.9