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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)
HFS
6876
Hoge Financial Services
Pennsylvania
$99.7M – – 8.8% – 46 – 0
EFG
6877
Ehrlich Financial Group
California
$99.7M – – 8.81% – 94 – 0
GF
6878
Gimbal Financial
Indiana
$99.7M – – 12.7% – 41 – 0
AC
6879
AWH Capital
Texas
$99.6M -$12.7M -11% 14% 183% 29 17.24% 2.3
DIM
6880
DC Investments Management
Virginia
$99.5M +$19.8M +25% 13.7% 56.3% 89 19.1% 0.9
MA
6881
Marquette Associates
Illinois
$99.5M – – 9.73% – 33 – 0
CAIMH
6882
Central Asset Investments & Management Holdings
Hong Kong
$99.4M +$11.1M +13% 18.3% 3,210% 52 59.62% 0.7
UIA
6883
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 11.9% 161% 238 19.75% 1.6
PFS
6884
Prospect Financial Services
New York
$99.2M – – 11.4% – 69 – 0
SWM
6885
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 8.98% 58.4% 157 19.11% 0.8
LL
6886
LMDAGG LLC
California
$99.1M – – 32.4% – 1 – 1.3
SWMG
6887
Sard Wealth Management Group
Georgia
$99.1M – – 11% – 42 – 0
Susquehanna Fundamental Investments
6888
Susquehanna Fundamental Investments
Pennsylvania
$98.8M -$1.44B -94% 24.1% – 358 82.12% 1.5
PBT
6889
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 11.3% 66.3% 43 0% 5.2
POIA
6890
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 3.73% 62.7% 486 8.44% 3.5
MCM
6891
Moon Capital Management
New York
$98.6M +$15.7M +19% 7.93% 76.3% 15 33.33% 3.2
GSP
6892
Grafton Street Partners
Florida
$98.6M – – 20.8% – 11 – 0
SPW
6893
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 14% 169% 30 66.67% 0.3
KGC
6894
Kennon-Green & Company
Ohio
$98.4M -$2.42M -2% 5.89% 58.4% 44 2.27% 1
YEPI
6895
Yorktown Energy Partners IX
New York
$98.3M +$14.5M +17% 49.5% 67.3% 4 25% 2.8
RTC
6896
Riverview Trust Company
Washington
$98.3M -$14.5M -13% 12.2% 87.6% 675 85.48% 4.2
CCM
6897
Crew Capital Management
Ohio
$98.3M +$5.38M +6% 11% 104% 95 28.42% 1.7
SFC
6898
Sprinkle Financial Consultants
Colorado
$98.2M – – 10.6% 64.1% 59 – 0
CC
6899
Copperleaf Capital
North Carolina
$98.2M +$5.74M +6% 10.7% 102% 89 22.47% 1.7
CGF
6900
Constant Guidance Financial
Massachusetts
$98.1M +$22.4M +30% 7.2% 79.6% 29 48.28% 0.1