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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)
Yarra Square Partners
6426
Yarra Square Partners
New York
$96.7M +$15.3M +19% 7.82% 55.9% 20 10% 1.2
Blodgett Wealth Advisors
6427
Blodgett Wealth Advisors
California
$96.6M +$10.1M +12% 13.6% 150% 68 13.24% 1.2
Motive Wealth Advisors
6428
Motive Wealth Advisors
Michigan
$96.6M +$5.16M +6% 6.2% 66% 56 10.71% 1.4
AH Equity Partners LSV II
6429
AH Equity Partners LSV II
California
$96.4M +$3.21M +3% 4.03% – 4 0% 1.5
Tinicum
6430
Tinicum
New York
$96.4M +$2.75M +3% 2.94% 21.1% 1 0% 8.3
Oppenheimer & Close
6431
Oppenheimer & Close
New York
$96.3M -$4.75M -5% 3.87% 149% 62 17.74% 4.4
Delphi Management
6432
Delphi Management
Massachusetts
$96.2M – – 6.44% 111% 82 – 2.3
National Wealth Management Group
6433
National Wealth Management Group
Ohio
$96.2M +$8.71M +10% 8.6% 123% 180 56.11% 0.7
Agincourt Capital Management
6434
Agincourt Capital Management
Virginia
$95.9M -$26.7M -22% 2.96% 0.36% 4 0% 1.5
SM
6435
Salzhauer Michael
$95.9M -$17.4M -15% 3.66% 107% 108 27.78% 3.8
Waycross Investment Management
6436
Waycross Investment Management
Washington
$95.9M -$4.06M -4% 4.04% 49.6% 52 7.69% 0.5
American Asset Management
6437
American Asset Management
Florida
$95.8M +$2.27M +2% 2.22% 42.5% 15 6.67% 2.6
In-Depth Partners
6438
In-Depth Partners
Florida
$95.6M +$13.4M +16% 12.1% 157% 13 0% 1.5
Barrier Capital Management
6439
Barrier Capital Management
California
$95.6M +$10.8M +13% 12.5% 216% 19 36.84% 0.5
Millrace Asset Group
6440
Millrace Asset Group
Pennsylvania
$95.5M +$9.8M +11% 17.1% 113% 69 44.93% 1.1
CVI Holdings
6441
CVI Holdings
Delaware
$95.2M -$170M -64% 16.8% 25.8% 436 41.28% 1.2
Qiming U.S. Ventures Management
6442
Qiming U.S. Ventures Management
Washington
$95.2M +$12.5M +15% 27.5% 1,484% 7 0% 1.4
Owen LaRue
6443
Owen LaRue
Kentucky
$95.1M +$2.62M +3% 10.6% 126% 94 45.74% 0.3
Future Financial Wealth Management
6444
Future Financial Wealth Management
Ohio
$95M +$4.24M +5% 5.46% 65.2% 123 21.95% 1.7
DB Fitzpatrick & Co
6445
DB Fitzpatrick & Co
Idaho
$94.8M +$2.49M +3% 2.05% 42.7% 69 8.7% 1.3
Ativo Capital Management
6446
Ativo Capital Management
Illinois
$94.8M +$13M +16% 2.98% 63.8% 61 21.31% 1.9
HFG Advisors
6447
HFG Advisors
Ohio
$94.7M +$6.93M +8% 6.09% 69.7% 97 13.4% 1.1
LWM Advisory Services
6448
LWM Advisory Services
Florida
$94.7M +$1.02M +1% 6.76% 64.9% 85 17.65% 1.1
GC
6449
Gratia Capital
California
$94.7M +$34.1M +56% 12.6% 42.4% 35 57.14% 0.6
UAML
6450
US Asset Management LLC
Pennsylvania
$94.6M -$3.26M -3% 9.9% – 242 49.59% 1.7