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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)
SIP
7001
Stoneridge Investment Partners
Pennsylvania
$133M +$14.5M +12% 8.25% 44.2% 153 43.14% 1.4
CSI
7002
Clark & Stuart Inc
Maine
$133M -$4.44M -3% 0.9% – 49 14.29% 0.4
HF
7003
Holcombe Financial
Georgia
$133M +$12.4M +10% 2.28% – 43 11.63% 0.4
ICVCFVA
7004
IDG China Venture Capital Fund V Associates
Hong Kong
$133M +$19.8M +18% 17.6% 7.34% 1 0% 3.5
CF
7005
Claris Financial
Virginia
$133M -$19.4M -13% 8.71% – 174 34.48% 0.4
API
7006
Asset Planning Inc
California
$133M +$5.22M +4% 6.34% – 308 7.47% 0.5
AFM
7007
Aspetuck Financial Management
Connecticut
$133M +$16.4M +14% 15.8% – 73 8.22% 0.5
FAM
7008
Fairtree Asset Management
South Africa
$133M +$8.37M +7% 6.25% – 117 32.48% 0.4
BCM
7009
Bluefin Capital Management
New York
$133M -$5.92M -4% 25.3% – 187 68.45% 0.3
EAM
7010
Eschler Asset Management
United Kingdom
$133M +$92.2M +228% 19.2% 274% 78 74.36% 0.4
BOM
7011
Bank of Marin
California
$133M +$54.1M +69% 11.4% 80.3% 136 41.18% 2.4
NWM
7012
Navigoe Wealth Management
California
$132M +$17M +15% 6.66% – 190 10.53% 0.5
OCM
7013
Octahedron Capital Management
California
$132M +$17.6M +15% 31.4% 234% 25 36% 1
AI
7014
Axos Invest
Nevada
$132M +$3.42M +3% 8.47% – 22 0% 0.8
OIM
7015
Oder Investment Management
California
$132M +$14.6M +12% 17% 97.5% 99 7.07% 2.9
AIS
7016
Accredited Investor Services
Minnesota
$132M +$12.6M +11% 10.2% – 73 8.22% 0.3
KCIC
7017
Kuhn & Co Investment Counsel
Illinois
$132M +$13.7M +12% 8.38% – 135 8.15% 1.3
LAMNM
7018
Longview Asset Management (New Mexico)
New Mexico
$132M +$15.8M +14% 8.97% – 59 13.56% 0.4
PI
7019
Pachira Investments
California
$132M -$10M -7% 9.5% 82.3% 58 13.79% 2.8
MWM
7020
Moulton Wealth Management
Washington
$132M +$1.1M +0.8% 5.14% 47.8% 43 34.88% 1.2
PC
7021
Panoramic Capital
California
$132M +$45.7M +53% 37.8% – 49 61.22% 0.2
BCM
7022
BML Capital Management
Indiana
$132M +$8.62M +7% 14.9% 349% 29 24.14% 1.2
IA
7023
IFS Advisors
Kansas
$132M +$9.01M +7% 7.69% 54.2% 205 20% 2.5
ACM
7024
Alethea Capital Management
Washington
$132M -$1.89M -1% 5.51% 275% 33 72.73% 1.3
GEH
7025
General Equity Holdings
New York
$132M +$21.8M +20% 48.1% 775% 10 40% 1.1