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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)
Chaney Capital Management
6601
Chaney Capital Management
Washington
$112M – – 12.2% – 31 – 0
Clay Northam Wealth Management
6602
Clay Northam Wealth Management
California
$112M +$11.6M +12% 12.1% 125% 85 14.12% 1.6
Nalls Sherbakoff Group
6603
Nalls Sherbakoff Group
Tennessee
$112M +$9.5M +9% 10.7% – 491 11.81% 3
D. Scott Neal
6604
D. Scott Neal
Kentucky
$112M -$4.74M -4% 13.6% 105% 67 19.4% 3.2
Northwestern University
6605
Northwestern University
Illinois
$112M -$17.1M -13% 0.63% 28.2% 7 14.29% 2.3
Chesapeake Asset Management
6606
Chesapeake Asset Management
New York
$112M +$9M +9% 11.7% 153% 468 25% 1.4
Sage Private Wealth Group
6607
Sage Private Wealth Group
Illinois
$112M +$39.5M +54% 9.39% 72.3% 62 24.19% 1.8
NVP Associates
6608
NVP Associates
California
$112M +$395K +0.4% 44.4% 953% 8 25% 1
CE
6609
Cornerstone Enterprises
Wisconsin
$112M – – 8.79% 85.7% 25 – 0
Coalescence Partners Investment Management
6610
Coalescence Partners Investment Management
New York
$112M – – 18% – 19 – 0.1
Atlantic Private Wealth
6611
Atlantic Private Wealth
North Carolina
$112M +$12.9M +13% 8.72% 55.7% 121 19.01% 0.9
Motiv8 Investments
6612
Motiv8 Investments
Florida
$112M – – 8.6% – 96 – 0
Foundation Wealth Management (Missouri)
6613
Foundation Wealth Management (Missouri)
Missouri
$112M +$11.8M +12% 10% 74.9% 41 21.95% 0.9
Richelieu Gestion
6614
Richelieu Gestion
France
$112M +$4.15M +4% 12.5% – 86 30.23% 1
Livelsberger Financial Advisory
6615
Livelsberger Financial Advisory
Ohio
$112M – – 1.44% – 462 – 0
Northern Capital Management (Washington)
6616
Northern Capital Management (Washington)
Washington
$112M +$4.66M +4% 12.2% 80% 39 28.21% 2.4
NewView Capital Partners I
6617
NewView Capital Partners I
California
$112M +$29.8M +36% 41% 20.8% 3 0% 1.8
Bank of Marin
6618
Bank of Marin
California
$112M +$8.97M +9% 12.3% 80.3% 121 6.61% 2.9
SRN Advisors
6619
SRN Advisors
Pennsylvania
$111M +$10.6M +10% 27.5% 146% 117 49.57% 1.6
Oaktree Fund Advisors
6620
Oaktree Fund Advisors
California
$111M +$11.7M +12% 13% 132% 46 15.22% 1
Unionview LLC
6621
Unionview LLC
Washington
$111M +$5.56M +5% 12.1% 21.2% 86 8.14% 1.6
PCC
6622
Park Circle Company
Maryland
$111M +$4.65M +4% 10.3% 70.5% 124 20.97% 3.2
AMH Equity
6623
AMH Equity
New York
$111M +$20.4M +22% 5.87% 267% 46 56.52% 0.5
Nabity-Jensen Investment Management
6624
Nabity-Jensen Investment Management
Nebraska
$111M – – 11% 85.3% 79 – 0
Safir Wealth Advisors
6625
Safir Wealth Advisors
New Hampshire
$111M +$7.75M +7% 9% 52.1% 16 12.5% 2.4