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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)
LifeGoal Wealth Advisors
7176
LifeGoal Wealth Advisors
New York
$150M +$29.7M +25% 1.99% – 82 21.95% 0.7
Kuhn & Co Investment Counsel
7177
Kuhn & Co Investment Counsel
Illinois
$150M +$23.7M +19% 4.02% 88.7% 147 17.69% 1.5
Winebrenner Capital Management
7178
Winebrenner Capital Management
Kentucky
$150M +$10.9M +8% 0.77% – 148 14.19% 0.8
1620 Investment Advisors
7179
1620 Investment Advisors
Massachusetts
$150M +$2.75M +2% 2.48% 71.4% 678 8.85% 1.6
SC
7180
Settian Capital
New York
$150M +$2.84M +2% 1.14% 69% 26 15.38% 2.5
DMC Group
7181
DMC Group
Alabama
$150M +$5.42M +4% 2.33% 116% 154 13.64% 2.3
TABR Capital Management
7182
TABR Capital Management
California
$150M +$3.93M +3% 2.45% – 75 61.33% 0.5
Pincus Capital Management
7183
Pincus Capital Management
New York
$150M – – 4.12% – 51 – 0
CIG
7184
Cascade Investment Group
Colorado
$150M -$1.24M -0.8% 1.54% 93.2% 153 11.11% 2.2
MA
7185
Minerva Advisors
Pennsylvania
$150M -$7.73M -5% 0.64% 166% 58 5.17% 8.2
Charter Research & Investment Group
7186
Charter Research & Investment Group
Connecticut
$150M +$5.33M +4% 7.06% 82.3% 86 5.81% 7.4
Collar Capital Management
7187
Collar Capital Management
Wisconsin
$150M +$7.52M +5% 5.97% – 75 5.33% 0.8
Evansbrook
7188
Evansbrook
Illinois
$149M – – 3% – 113 – 0
Broadview Financial Management
7189
Broadview Financial Management
Wisconsin
$149M +$1.15M +0.8% 1.78% 52.4% 41 0% 6.3
Commons Capital
7190
Commons Capital
Massachusetts
$149M -$4.63M -3% 2.44% 166% 127 25.2% 1.6
Corepath Wealth Partners
7191
Corepath Wealth Partners
Arizona
$149M +$11.4M +8% 2.8% 62.1% 44 15.91% 2.6
AIP
7192
Alapocas Investment Partners
Massachusetts
$149M +$3.3M +2% 5.8% 58.3% 20 5% 3.5
Chan Zuckerberg Initiative
7193
Chan Zuckerberg Initiative
California
$149M +$55.4M +59% 3.15% 59% 3 33.33% 0.9
CPR Investments
7194
CPR Investments
Michigan
$149M +$3.73M +3% 1.59% 84% 54 18.52% 1.1
Lederer & Associates Investment Counsel
7195
Lederer & Associates Investment Counsel
California
$149M -$5.06M -3% 2.37% 92.7% 87 6.9% 5.8
Aspetuck Financial Management
7196
Aspetuck Financial Management
Connecticut
$149M +$2.92M +2% 2.71% – 74 4.05% 0.9
DRC
7197
Darwins River Capital
New York
$149M – – 0.82% – 24 – 0
LI
7198
Latash Investments
Alaska
$149M +$11.6M +8% 11.3% 110% 19 15.79% 4.8
Anabranch Capital Management
7199
Anabranch Capital Management
Connecticut
$149M -$10.1M -6% 3.76% 139% 6 16.67% 4.5
Sugar Maple Asset Management
7200
Sugar Maple Asset Management
Wisconsin
$149M +$8.94M +6% 3.54% – 94 25.53% 1