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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)
Eagle Harbor Asset Management
7476
Eagle Harbor Asset Management
Washington
$115M +$11.6M +11% 9.84% 76.2% 136 12.5% 2.5
R.H. Investment Group
7477
R.H. Investment Group
Arizona
$115M +$6.11M +6% 7.03% – 34 11.76% 0.7
Dynamic Financial Group
7478
Dynamic Financial Group
Iowa
$115M +$11.4M +11% 2.79% – 66 7.58% 0.6
Alpine Peaks Capital
7479
Alpine Peaks Capital
New York
$115M +$1.81M +2% 5.58% 24.3% 24 4.17% 2.9
Sentinel Wealth Management
7480
Sentinel Wealth Management
Virginia
$115M +$8.68M +8% 6.35% – 39 2.56% 0.3
AJU IB Investment Company
7481
AJU IB Investment Company
South Korea
$115M +$23.2M +25% 26.1% – 8 12.5% 4.3
TC
7482
Teilinger Capital
Texas
$115M +$12.5M +12% 11.9% 30.2% 10 50% 0.8
Golden Bell Financial Planning
7483
Golden Bell Financial Planning
Georgia
$115M +$8.9M +8% 4.32% – 36 8.33% 0.7
Michelson Medical Research Foundation
7484
Michelson Medical Research Foundation
California
$115M +$10.8M +10% 11.7% 52.2% 21 9.52% 1.7
Sherwood Financial Partners
7485
Sherwood Financial Partners
California
$115M +$5.51M +5% 5.27% – 9 11.11% 0.5
Parvin Asset Management
7486
Parvin Asset Management
South Dakota
$115M +$15M +15% 21.1% – 303 9.57% 0.7
Blalock Williams
7487
Blalock Williams
Alabama
$114M +$14.1M +14% 8.28% – 143 20.98% 0.6
New Dimensions Wealth Management
7488
New Dimensions Wealth Management
Texas
$114M +$4.66M +4% 5.07% – 20 5% 0.5
Mountain Hill Investment Partners
7489
Mountain Hill Investment Partners
New Jersey
$114M -$5M -4% 2.89% – 234 30.34% 0.5
Broyhill Asset Management
7490
Broyhill Asset Management
North Carolina
$114M +$4.05M +4% 1.24% – 85 14.12% 0.6
Ehrenkranz Partners
7491
Ehrenkranz Partners
New York
$114M – – 7.9% – 32 – 0
MY Wealth Management
7492
MY Wealth Management
Maryland
$114M +$9.7M +9% 4.62% 41.2% 34 8.82% 2
M Wealth Management LLC
7493
M Wealth Management LLC
California
$114M +$5.43M +5% 5.43% – 50 10% 0.6
Houlihan Financial Resource Group
7494
Houlihan Financial Resource Group
Virginia
$114M -$127M -53% 6.37% 50.6% 107 32.71% 3.1
Bain Capital Venture Investors
7495
Bain Capital Venture Investors
Massachusetts
$114M -$10.1M -8% 8.11% 34.2% 2 0% 2.5
IFS Group
7496
IFS Group
Pennsylvania
$114M – – 7.35% – 145 – 0
Fjell Capital
7497
Fjell Capital
North Dakota
$114M +$5.7M +5% 6.84% – 58 8.62% 0.6
Perkins Capital Management
7498
Perkins Capital Management
Minnesota
$113M +$14M +14% 23.4% 303% 88 11.36% 5.8
EHP Funds Inc
7499
EHP Funds Inc
Canada
$113M -$174M -61% 15.8% 173% 117 82.05% 0.1
Sellaronda Global Management
7500
Sellaronda Global Management
New York
$113M -$834K -0.7% 0.49% – 11 54.55% 0.4