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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)
Blodgett Wealth Advisors
6526
Blodgett Wealth Advisors
California
$82.3M -$1.14M -1% 5.14% 150% 69 13.04% 0.9
AH Equity Partners LSV II
6527
AH Equity Partners LSV II
California
$82.2M -$29.9M -27% 24.3% – 4 0% 1
Jacob Asset Management of New York
6528
Jacob Asset Management of New York
California
$82.2M -$9.9M -11% 4.12% 22.7% 72 13.89% 1.8
Bradley & Co Private Wealth Management
6529
Bradley & Co Private Wealth Management
Florida
$82.1M -$1.75M -2% 3.91% – 191 13.09% 1.4
3G Capital Partners
6530
3G Capital Partners
New York
$82.1M +$34.7M +73% 4.44% 351% 12 58.33% 0.5
NPAM
6531
Noble Path Asset Management
New York
$82M -$2.77M -3% 9.39% – 22 18.18% 0.8
Yorktown Management & Research Company
6532
Yorktown Management & Research Company
Virginia
$81.8M +$4.64M +6% 9.69% 223% 229 37.55% 1.5
Tinicum
6533
Tinicum
New York
$81.7M +$11.8M +17% 16.9% 21.1% 1 0% 7.8
Avant Capital
6534
Avant Capital
Louisiana
$81.5M +$7.4M +10% 10% – 56 10.71% 0.9
Verum Partners
6535
Verum Partners
North Carolina
$81.4M – – 9.39% 57.7% 69 – 0
Udine Wealth Management
6536
Udine Wealth Management
Florida
$81.3M +$18M +28% 12.3% 141% 20 55% 0.8
Pin Oak Investment Advisors
6537
Pin Oak Investment Advisors
Texas
$81.1M +$1.44M +2% 9.5% 62.7% 441 13.38% 3.1
SIA
6538
Schear Investment Advisers
Ohio
$81.1M – – 10.7% 241% 90 – 0
Harper Investing
6539
Harper Investing
California
$81M -$16.6M -17% 2.53% 58.7% 49 14.29% 0.7
SFG Wealth Management
6540
SFG Wealth Management
Maryland
$81M +$7.04M +10% 9.12% 86.3% 90 27.78% 0.8
A
6541
Atomvest
Hong Kong
$80.9M -$15.1M -16% 11.5% 90% 5 40% 1.1
Yarger Wealth Strategies
6542
Yarger Wealth Strategies
Ohio
$80.7M +$5.33M +7% 4.38% 55.1% 51 17.65% 0.8
Soditic Asset Management
6543
Soditic Asset Management
United Kingdom
$80.7M +$502K +0.6% 8.16% 23.4% 11 18.18% 1.9
Pariax
6544
Pariax
California
$80.7M -$6.45M -7% 4.98% – 31 22.58% 0.8
EnCap Energy Capital Fund IX
6545
EnCap Energy Capital Fund IX
Texas
$80.5M -$11.9M -13% 4.41% 69.2% 2 50% 2
Blue Investment Partners
6546
Blue Investment Partners
California
$80.5M – – 3.53% – 27 – 0
Oder Investment Management
6547
Oder Investment Management
California
$80.5M -$4.74M -6% 2.84% 97.5% 101 26.73% 1.2
Bluegrass Capital Partners
6548
Bluegrass Capital Partners
Florida
$80.4M -$20.9M -21% 10.3% 60.1% 12 0% 1.5
AWH Capital
6549
AWH Capital
Texas
$80.4M +$11.7M +17% 8.52% 183% 25 16% 2.3
Cypress Capital Management (Wyoming)
6550
Cypress Capital Management (Wyoming)
Wyoming
$80.3M +$10M +14% 3.74% 161% 170 7.06% 3.6