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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)
CM
6676
CM Management
Florida
$125M +$16.3M +15% 13.6% 110% 71 21.13% 1.9
Revere Asset Management
6677
Revere Asset Management
Texas
$125M +$24.7M +25% 11.7% 592% 32 71.88% 0.2
Diker Management
6678
Diker Management
New York
$125M +$7.27M +6% 10.4% 210% 45 26.67% 2.4
A.D. Beadell Investment Counsel
6679
A.D. Beadell Investment Counsel
Wisconsin
$125M +$5.62M +5% 6.88% 83.3% 89 11.24% 4.4
Opinicus Capital
6680
Opinicus Capital
Florida
$125M +$6.47M +5% 5.36% – 100 5% 0.7
Crew Capital Management
6681
Crew Capital Management
Ohio
$125M +$121K +0.1% 7.03% 104% 139 23.02% 1.5
Bush Investment Group
6682
Bush Investment Group
Georgia
$125M +$8.61M +7% 5.63% – 32 9.38% 0.6
Guerra Pan Advisors
6683
Guerra Pan Advisors
New Jersey
$125M +$5.54M +5% 3.11% 149% 107 6.54% 2.1
Seed Wealth Management
6684
Seed Wealth Management
Illinois
$125M +$10.2M +9% 5.62% 62% 162 11.11% 1.3
Exane Asset Management
6685
Exane Asset Management
France
$125M -$17.7M -12% 3.07% 74.5% 25 56% 0.6
Klein Pavlis & Peasley Financial
6686
Klein Pavlis & Peasley Financial
California
$125M +$12.3M +11% 9.4% 97.4% 84 13.1% 0.6
RL
6687
RPO LLC
Connecticut
$125M +$1.32M +1% 2.43% 66.2% 52 30.77% 0.8
Oppenheimer & Close
6688
Oppenheimer & Close
New York
$125M +$10.9M +10% 15.8% 149% 57 12.28% 5
Viewpoint Investment Partners
6689
Viewpoint Investment Partners
Alberta, Canada
$125M +$10.4M +9% 4.72% 38.4% 9 0% 2.6
Perissos Private Wealth Management
6690
Perissos Private Wealth Management
Oklahoma
$125M +$13M +12% 4.62% – 94 21.28% 0.4
Sound Financial Strategies Group
6691
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 6.65% 26.4% 92 4.35% 1.1
Fidato Wealth
6692
Fidato Wealth
Ohio
$124M +$11.3M +10% 7.85% 61.1% 10 0% 1.8
Florin Court Capital
6693
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 6.7% 108% 34 32.35% 0.7
Bank of Marin
6694
Bank of Marin
California
$124M +$7.91M +7% 5.46% 80.3% 130 11.54% 3.2
NavPoint Financial
6695
NavPoint Financial
Minnesota
$124M +$8.91M +8% 7.04% 58.5% 46 4.35% 0.7
Elizabeth Park Capital Advisors
6696
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 19.9% 119% 54 38.89% 1.8
Dopkins Wealth Management
6697
Dopkins Wealth Management
New York
$124M -$40.7M -25% 6.54% 64.4% 89 32.58% 1.3
Wasserstein Debt Opportunities Management
6698
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 11% – 1 0% 0.8
DMC Group
6699
DMC Group
Alabama
$124M +$6.9M +6% 6.34% 116% 136 14.71% 1.9
Pine Haven Investment Counsel
6700
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 6.05% 72.1% 113 7.08% 2.3