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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)
SLFPAM
6776
St. Louis Financial Planners Asset Management
Missouri
$155M +$23.9M +18% 8.16% 139% 47 46.81% 0.6
Shotwell Rutter Baer
6777
Shotwell Rutter Baer
Michigan
$155M +$7.79M +5% 4.91% 45.5% 37 0% 1.4
RHDIC
6778
R.H. Dinel Investment Counsel
California
$155M +$4.95M +3% 4.42% 55.9% 42 0% 9.6
Greater Midwest Financial Group
6779
Greater Midwest Financial Group
Minnesota
$155M +$23.9M +18% 7.12% 157% 62 12.9% 1.2
CNFG
6780
Creegan & Nassoura Financial Group
New Hampshire
$155M +$1.2M +0.8% 7.16% 52.6% 78 6.41% 7
Atlantic Private Wealth
6781
Atlantic Private Wealth
North Carolina
$155M +$5.6M +4% 5.91% 55.7% 259 16.22% 1.3
Cooper Capital Advisors
6782
Cooper Capital Advisors
California
$155M +$51.2M +49% 7.4% – 45 28.89% 0.4
English Capital Management
6783
English Capital Management
Michigan
$155M +$3.43M +2% 4.43% – 36 5.56% 1.3
Dentgroup
6784
Dentgroup
Louisiana
$155M +$10.6M +7% 6.21% 53.6% 97 11.34% 2.3
Orleans Capital Management
6785
Orleans Capital Management
Louisiana
$155M -$33.8M -18% 9.58% 94.6% 114 14.04% 3
Patrick M. Sweeney & Associates
6786
Patrick M. Sweeney & Associates
Illinois
$155M +$9.32M +6% 8.36% 90.4% 162 5.56% 1.5
SLT Holdings
6787
SLT Holdings
Arizona
$155M +$20.4M +15% 27.2% – 158 44.3% 0.4
MY.Alpha Management HK Advisors
6788
MY.Alpha Management HK Advisors
Hong Kong
$154M +$19.7M +15% 28% 423% 18 55.56% 1
Pensionfund DSM Netherlands
6789
Pensionfund DSM Netherlands
Netherlands
$154M +$6.08M +4% 3.7% 36.9% 71 0% 8
PWAM
6790
Pinnacle West Asset Management
Wyoming
$154M +$9.8M +7% 7.6% 100% 117 4.27% 2.2
JKSF
6791
John & Kathleen Schreiber Foundation
Illinois
$154M +$12.7M +9% 12.4% 30.8% 4 0% 2.8
Kopion Asset Management
6792
Kopion Asset Management
Texas
$154M +$5.96M +4% 11.6% 80.5% 20 5% 4.1
Sheets Smith Investment Management
6793
Sheets Smith Investment Management
Texas
$154M +$40.3M +35% 15.2% – 160 70.63% 0.2
Lederer & Associates Investment Counsel
6794
Lederer & Associates Investment Counsel
California
$154M +$2.89M +2% 7.66% 92.7% 86 4.65% 5.6
Daner Wealth Management
6795
Daner Wealth Management
Georgia
$154M +$9.02M +6% 5.72% – 100 21% 0.5
Babb Wealth Advisors
6796
Babb Wealth Advisors
Arizona
$154M +$18.4M +14% 5.88% – 19 5.26% 0.7
Commons Capital
6797
Commons Capital
Massachusetts
$154M +$21.9M +17% 9.83% 137% 122 21.31% 1.5
Alpha Financial Partners
6798
Alpha Financial Partners
Kentucky
$154M +$15M +11% 7.03% 61.8% 98 15.31% 1
KFO
6799
Kopp Family Office
Minnesota
$154M -$910K -0.6% 8.26% 47.9% 27 3.7% 3.1
Security National Bank of Sioux City Iowa
6800
Security National Bank of Sioux City Iowa
Iowa
$154M +$11.1M +8% 9.72% 61% 90 10% 7