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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)
MWS
7001
MFA Wealth Services
California
$133M +$11.5M +9% 7.63% – 116 10.34% 0.5
Penbrook Management
7002
Penbrook Management
New York
$133M +$691K +0.5% 12.3% 107% 111 11.71% 5.8
AV
7003
Alamea Verwaltungs
New Jersey
$133M +$17.2M +15% 11.7% – 98 17.35% 0.2
Stoneridge Investment Partners
7004
Stoneridge Investment Partners
Pennsylvania
$133M +$14.5M +12% 8.25% 44.2% 153 43.14% 1.4
Clark & Stuart Inc
7005
Clark & Stuart Inc
Maine
$133M -$4.44M -3% 0.9% – 49 14.29% 0.4
Holcombe Financial
7006
Holcombe Financial
Georgia
$133M +$12.4M +10% 2.28% – 43 11.63% 0.4
IDG China Venture Capital Fund V Associates
7007
IDG China Venture Capital Fund V Associates
Hong Kong
$133M +$19.8M +18% 17.6% 7.34% 1 0% 3.5
Claris Financial
7008
Claris Financial
Virginia
$133M -$19.4M -13% 8.71% – 174 34.48% 0.4
Asset Planning Inc
7009
Asset Planning Inc
California
$133M +$5.22M +4% 6.34% – 308 7.47% 0.5
Aspetuck Financial Management
7010
Aspetuck Financial Management
Connecticut
$133M +$16.4M +14% 15.8% – 73 8.22% 0.5
Fairtree Asset Management
7011
Fairtree Asset Management
South Africa
$133M +$8.37M +7% 6.25% – 117 32.48% 0.4
BCM
7012
Bluefin Capital Management
New York
$133M -$5.92M -4% 25.3% – 187 68.45% 0.3
Eschler Asset Management
7013
Eschler Asset Management
United Kingdom
$133M +$92.2M +228% 19.2% 274% 78 74.36% 0.4
Bank of Marin
7014
Bank of Marin
California
$133M +$54.1M +69% 11.4% 80.3% 136 41.18% 2.4
NWM
7015
Navigoe Wealth Management
California
$132M +$17M +15% 6.66% – 190 10.53% 0.5
Octahedron Capital Management
7016
Octahedron Capital Management
California
$132M +$17.6M +15% 31.4% 234% 25 36% 1
Axos Invest
7017
Axos Invest
Nevada
$132M +$3.42M +3% 8.47% – 22 0% 0.8
Oder Investment Management
7018
Oder Investment Management
California
$132M +$14.6M +12% 17% 97.5% 99 7.07% 2.9
Accredited Investor Services
7019
Accredited Investor Services
Minnesota
$132M +$12.6M +11% 10.2% – 73 8.22% 0.3
Kuhn & Co Investment Counsel
7020
Kuhn & Co Investment Counsel
Illinois
$132M +$13.7M +12% 8.38% – 135 8.15% 1.3
Longview Asset Management (New Mexico)
7021
Longview Asset Management (New Mexico)
New Mexico
$132M +$15.8M +14% 8.97% – 59 13.56% 0.4
PI
7022
Pachira Investments
California
$132M -$10M -7% 9.5% 82.3% 58 13.79% 2.8
Moulton Wealth Management
7023
Moulton Wealth Management
Washington
$132M +$1.1M +0.8% 5.14% 47.8% 43 34.88% 1.2
PC
7024
Panoramic Capital
California
$132M +$45.7M +53% 37.8% – 49 61.22% 0.2
BCM
7025
BML Capital Management
Indiana
$132M +$8.62M +7% 14.9% 349% 29 24.14% 1.2