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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)
NorthLanding Financial Partners
6976
NorthLanding Financial Partners
New York
$101M +$6.92M +7% 6.51% 54.7% 37 8.11% 1.8
Kennebec Savings Bank
6977
Kennebec Savings Bank
Maine
$101M – – 7.45% – 270 – 0
GBA
6978
Garrison Bradford & Associates
New York
$101M +$3.54M +4% 9.38% 63.5% 32 12.5% 6.7
Index Venture Growth Associates III
6979
Index Venture Growth Associates III
Jersey
$101M -$19.2M -16% 6.37% 740% 2 0% 2.8
Eagle Harbor Asset Management
6980
Eagle Harbor Asset Management
Washington
$101M +$7.13M +8% 6.53% 76.2% 132 12.88% 1.8
Central Asset Investments & Management Holdings
6981
Central Asset Investments & Management Holdings
Hong Kong
$101M -$167M -62% 22.3% 3,210% 68 69.12% 0.8
Invera Wealth Advisors
6982
Invera Wealth Advisors
Oregon
$101M +$3.05M +3% 6.5% – 49 12.24% 0.6
FSA Advisors
6983
FSA Advisors
Michigan
$100M +$4.39M +5% 4.86% – 154 21.43% 0.6
Mesirow Financial Investment Management - Fixed Income
6984
Mesirow Financial Investment Management - Fixed Income
Illinois
$100M -$16M -14% 6.01% 26.9% 13 0% 3.3
Intrinsic Value Partners
6985
Intrinsic Value Partners
Arizona
$100M +$4.01M +4% 4.57% 126% 66 16.67% 2
Evolutionary Tree Capital Management
6986
Evolutionary Tree Capital Management
Virginia
$100M +$2.67M +3% 9.81% 139% 36 11.11% 1.8
SH
6987
Spear Holdings
United Arab Emirates
$100M -$41.9M -30% 18.1% – 6 83.33% 0.3
Rosenthal Henry Capital Advisors
6988
Rosenthal Henry Capital Advisors
Indiana
$100M +$29.1M +41% 18.3% 91.9% 40 12.5% 3.5
Trustco Bank (New York)
6989
Trustco Bank (New York)
New York
$100M +$5.58M +6% 9.19% 131% 69 1.45% 7.3
Nucleo Capital
6990
Nucleo Capital
Brazil
$100M -$20.4M -17% 8.69% 116% 3 0% 2.4
DBK Financial Counsel
6991
DBK Financial Counsel
Ohio
$99M +$7.18M +8% 5.65% 58.1% 50 6% 2
Pictet Bank & Trust
6992
Pictet Bank & Trust
Bahamas
$98.8M +$463K +0.5% 3.6% 82.7% 43 9.3% 5.4
MY Wealth Management
6993
MY Wealth Management
Maryland
$98.6M +$10.8M +12% 5.22% 41.2% 27 14.81% 1.7
OneFund LLC
6994
OneFund LLC
Florida
$98.5M +$6.67M +7% 5.9% – 129 10.08% 0.6
Samson Rock Capital
6995
Samson Rock Capital
United Kingdom
$98.5M -$36.3M -27% 6.68% 166% 10 70% 0.1
Millrace Asset Group
6996
Millrace Asset Group
Pennsylvania
$98.4M -$4.56M -4% 16.6% 113% 99 57.58% 0.6
SF
6997
Schaeffer Financial
Maryland
$98.4M +$6.31M +7% 6.03% 52.2% 16 6.25% 2.1
Soditic Asset Management
6998
Soditic Asset Management
United Kingdom
$98.4M +$12M +14% 12% 23.4% 12 0% 2.9
Aozora Bank
6999
Aozora Bank
Japan
$98.1M +$4.52M +5% 4.83% 5.45% 2 0% 3.3
Smart Portfolios LLC
7000
Smart Portfolios LLC
Washington
$98.1M -$1.16M -1% 6.52% 41.3% 103 5.83% 1.3