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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)
Vermillion & White Wealth Management Group
6826
Vermillion & White Wealth Management Group
Pennsylvania
$136M +$519K +0.4% 1.77% – 409 19.07% 0.8
Citrine Capital
6827
Citrine Capital
California
$136M – – 6.02% – 36 – 0
Newport Capital Group
6828
Newport Capital Group
New Jersey
$136M +$4.16K +0% 0.71% – 60 15% 1.2
Harper Investing
6829
Harper Investing
California
$136M -$16.9M -11% 3.18% 58.7% 49 8.16% 1.2
Trevian Wealth Management
6830
Trevian Wealth Management
Massachusetts
$136M +$13.6M +11% 3.85% 94.1% 30 3.33% 1
Clio Asset Management
6831
Clio Asset Management
Virginia
$136M -$6.92M -5% 2.11% 60.6% 17 23.53% 1
Steinberg Asset Management
6832
Steinberg Asset Management
New York
$136M +$4.63M +4% 6.6% 108% 43 9.3% 4.5
NBT
6833
Northwest Bank & Trust
Iowa
$135M +$4.03M +3% 2.39% – 202 1.98% 1.4
RCM
6834
RMR Capital Management
California
$135M +$13.6M +11% 0.34% 57% 80 12.5% 0.8
Kerntke Otto McGlone Wealth Management Group
6835
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$135M +$15.5M +13% 1.37% 64.9% 81 9.88% 2.4
OIM
6836
Opus Investment Management
Massachusetts
$135M -$6.99M -5% 3.04% 52.8% 30 3.33% 9.5
Addis & Hill
6837
Addis & Hill
Pennsylvania
$135M +$4.73M +4% 0.68% 65.1% 28 17.86% 0.9
MIM
6838
Meixler Investment Management
Arizona
$135M -$336K -0.2% 0.73% 60.8% 130 31.54% 1.5
ACAS LLC
6839
ACAS LLC
California
$135M +$13.9M +11% 2.29% – 92 11.96% 2.5
13D Management
6840
13D Management
New York
$135M -$1.41M -1% 7.14% 157% 27 40.74% 1.4
Brooktree Capital Management
6841
Brooktree Capital Management
Michigan
$135M +$11.7M +10% 14.9% 82.9% 25 12% 4
Northland Capital Management
6842
Northland Capital Management
Minnesota
$135M -$39.9M -23% 2.31% 37.5% 35 22.86% 1.8
Pacific Financial Group
6843
Pacific Financial Group
Washington
$135M -$1.58M -1% 0.75% 61.1% 59 8.47% 6.6
Tevis Investment Management
6844
Tevis Investment Management
Texas
$135M -$456K -0.3% 2.34% 58.7% 102 19.61% 2.1
Alpha Zero
6845
Alpha Zero
Florida
$135M – – 2.73% – 71 – 0
Andrew Hill Investment Advisors
6846
Andrew Hill Investment Advisors
Florida
$135M +$1.03M +0.8% 7.32% 269% 59 28.81% 1.1
White Wing Wealth Management
6847
White Wing Wealth Management
Texas
$135M +$4.72M +4% 1.19% – 30 20% 0.8
Vannoy Advisory Group
6848
Vannoy Advisory Group
Texas
$134M -$3.02M -2% 2.38% 52.5% 27 0% 1
Chapman Investment Management
6849
Chapman Investment Management
California
$134M -$2.45M -2% 2.45% 57.3% 31 6.45% 3.4
iSAM Funds (UK)
6850
iSAM Funds (UK)
United Kingdom
$134M -$42.2M -24% 0.64% 53.7% 425 75.53% 0.2