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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)
Strategic Equity Management
6651
Strategic Equity Management
Arizona
$120M +$30.9M +35% 9.01% 74.9% 39 46.15% 1.1
International City Management Association Retirement Corp
6652
International City Management Association Retirement Corp
District of Columbia
$120M +$5.56M +5% 7.34% 48.1% 6 0% 1.3
Magnolia Capital Advisors
6653
Magnolia Capital Advisors
Mississippi
$120M -$17.5M -13% 11.7% 78.7% 110 32.73% 1.3
QC
6654
Qalhat Capital
British Virgin Islands
$120M -$27.2M -19% 8.93% 90.3% 7 0% 2.1
Braun-Bostich & Associates
6655
Braun-Bostich & Associates
Pennsylvania
$119M +$8.71M +8% 6.91% 64.5% 134 16.42% 0.7
Keynote Financial Services
6656
Keynote Financial Services
Connecticut
$119M – – 7.57% – 151 – 0
RCP
6657
RPM Capital Partners
New York
$119M -$3.59M -3% 2.93% 8.37% 1 0% 0.3
Gerber LLC
6658
Gerber LLC
Ohio
$119M +$8.26M +7% 8.25% 137% 106 17.92% 0.2
Physician Wealth Solutions
6659
Physician Wealth Solutions
Nevada
$119M +$18.9M +19% 3.87% 43.6% 38 2.63% 0.2
CM
6660
CM Management
Florida
$119M -$5.38M -4% 3.82% 110% 80 23.75% 1.7
Widmann Financial Services
6661
Widmann Financial Services
Maryland
$119M +$8.01M +7% 7.26% 75.2% 99 8.08% 1.8
Menard Financial Group
6662
Menard Financial Group
Texas
$119M +$38.3M +48% 15.9% 141% 112 48.21% 1.2
Ehrlich Financial Group
6663
Ehrlich Financial Group
California
$119M +$19M +19% 6.39% 56.2% 111 26.13% 0.2
CSI
6664
Cross Staff Investments
New York
$119M +$5.86M +5% 7.6% 80.3% 123 8.94% 1.8
Hofer & Associates
6665
Hofer & Associates
California
$119M +$11M +10% 7.89% 61.7% 57 10.53% 1.8
Old Well Partners
6666
Old Well Partners
North Carolina
$119M +$5.49M +5% 8.4% 97.8% 44 27.27% 2
SWP
6667
Semus Wealth Partners
Florida
$119M -$3.32M -3% 7.17% 107% 140 17.14% 1
Tenon Financial
6668
Tenon Financial
New Jersey
$118M – – 6.26% – 38 – 0
PIM
6669
Pullen Investment Management
Florida
$118M – – 8.51% – 97 – 0
NRI Wealth Management
6670
NRI Wealth Management
California
$118M +$18.2M +18% 15.7% – 29 6.9% 0.2
Old North State Trust
6671
Old North State Trust
North Carolina
$118M – – 10.3% – 132 – 3.7
RenaissanceRe Holdings
6672
RenaissanceRe Holdings
Bermuda
$118M +$13.1M +12% 12.9% 40.8% 3 0% 4.3
Amitell Capital
6673
Amitell Capital
Singapore
$118M -$6.45M -5% 7.31% 188% 45 33.33% 0.8
Secured Retirement Advisors
6674
Secured Retirement Advisors
Minnesota
$118M +$13.9M +13% 8.39% – 121 26.45% 0.2
Starfox Financial Services
6675
Starfox Financial Services
Texas
$118M +$9.8M +9% 6.6% – 32 12.5% 1.5