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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)
Allen Wealth Management
6776
Allen Wealth Management
North Carolina
$112M -$1.02M -0.9% 0.69% – 58 1.72% 0.5
Exome Asset Management
6777
Exome Asset Management
New York
$112M -$4.46M -4% 0.6% – 80 68.75% 0.2
RenaissanceRe Holdings
6778
RenaissanceRe Holdings
Bermuda
$112M -$5.97M -5% 4.95% 40.8% 3 0% 4.5
Investment Partners Asset Management
6779
Investment Partners Asset Management
New Jersey
$112M +$1.5M +1% 3.93% 86.1% 139 5.04% 0.5
Farley Capital
6780
Farley Capital
New York
$112M +$5.77M +5% 6.36% 105% 17 17.65% 4.8
Capstone Capital
6781
Capstone Capital
Nevada
$112M -$3.87M -3% 0.87% 62.8% 23 17.39% 0.4
Marathon Asset Management (New York)
6782
Marathon Asset Management (New York)
New York
$112M -$105M -48% 4.94% 490% 12 41.67% 2
WFA of San Diego
6783
WFA of San Diego
California
$112M – – 2.29% – 406 – 1.3
EMFO LLC
6784
EMFO LLC
Florida
$112M +$2.45M +2% 3.28% 25.8% 299 9.7% 2.4
Aflac Inc
6785
Aflac Inc
Georgia
$112M +$8.15M +8% 8.64% 28.8% 4 0% 1.8
Perissos Private Wealth Management
6786
Perissos Private Wealth Management
Oklahoma
$112M +$1.28M +1% 3% – 87 17.24% 0.2
Fingerlakes Wealth Management
6787
Fingerlakes Wealth Management
New York
$111M +$7.88M +8% 4.79% 80.2% 91 3.3% 2.2
Hershey Financial Advisers
6788
Hershey Financial Advisers
Pennsylvania
$111M – – 3.19% – 157 – 0
Fulcrum Equity Management
6789
Fulcrum Equity Management
Texas
$111M +$26.6M +31% 2.3% 116% 152 42.76% 1.1
Kuhn & Co Investment Counsel
6790
Kuhn & Co Investment Counsel
Illinois
$111M +$5.06M +5% 3.46% – 128 6.25% 0.5
MFC
6791
Miramar Fiduciary Corp
Nevada
$111M -$25.4M -19% 0.33% – 6 16.67% 2.5
Clearfield Capital Management
6792
Clearfield Capital Management
New York
$111M -$6.69M -6% 4.06% 421% 12 50% 0.6
BAWM
6793
Bennett Associates Wealth Management
Pennsylvania
$111M +$235K +0.2% 0.2% 51% 48 35.42% 0.4
Basso Capital Management
6794
Basso Capital Management
Connecticut
$111M +$4.99M +5% 2.74% 85.5% 78 14.1% 1.1
Schrum Private Wealth Management
6795
Schrum Private Wealth Management
Florida
$111M +$699K +0.6% 2.33% 60.9% 133 6.02% 1.8
Yarra Square Partners
6796
Yarra Square Partners
New York
$111M -$4.61M -4% 10.2% 55.9% 26 34.62% 1.5
Plustick Management
6797
Plustick Management
Virginia
$111M +$5.83M +6% 19.4% 1,667% 19 26.32% 1.2
Sherrill & Hutchins Financial Advisory
6798
Sherrill & Hutchins Financial Advisory
Georgia
$111M +$1.01M +0.9% 0.02% 41.6% 12 33.33% 0.3
UAML
6799
US Asset Management LLC
Pennsylvania
$111M -$317K -0.3% 6.28% – 133 5.26% 2.5
Upper Left Wealth Management
6800
Upper Left Wealth Management
Florida
$111M +$2.78M +3% 0.01% 52.7% 61 4.92% 1.9