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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)
Katamaran Capital
7501
Katamaran Capital
United Kingdom
$108M +$29.9M +38% 18.2% – 40 60% 0.3
Marathon Strategic Advisors
7502
Marathon Strategic Advisors
Pennsylvania
$108M +$14.6M +16% 10.3% 110% 41 12.2% 1
Kraft Asset Management
7503
Kraft Asset Management
Tennessee
$108M -$1.69M -2% 6.61% 41% 48 18.75% 2.3
Barington Capital Group
7504
Barington Capital Group
New York
$108M +$12.4M +13% 3.04% 71.1% 11 36.36% 2.4
Tandem Financial
7505
Tandem Financial
Colorado
$107M +$14.7M +16% 12% – 58 20.69% 0.4
Lane Generational
7506
Lane Generational
Massachusetts
$107M +$19.1M +22% 29% 148% 39 33.33% 1.9
Connective Capital Management
7507
Connective Capital Management
California
$107M -$1.61M -1% 26.7% 188% 67 55.22% 1
Vista Cima Wealth Management
7508
Vista Cima Wealth Management
Arizona
$107M +$14.1M +15% 14.5% – 53 5.66% 0.5
HPM
7509
Hudson Portfolio Management
New York
$107M +$2.82M +3% 6.48% – 115 4.35% 3.1
Wealth Advisory Team
7510
Wealth Advisory Team
Kentucky
$107M – – 6.36% – 38 – 0
Brian Low Financial Group
7511
Brian Low Financial Group
Louisiana
$107M – – 9.99% – 100 – 0
Magma Venture Partners General Partner
7512
Magma Venture Partners General Partner
Israel
$107M +$10.7M +11% 11.1% 4.7% 3 0% 3.5
NDVR Inc
7513
NDVR Inc
Massachusetts
$107M +$8.67M +9% 9.78% – 111 15.32% 1
Pacific Capital Partners
7514
Pacific Capital Partners
$107M -$51.4M -33% 5.24% 49.8% 43 18.6% 1
Midwestern Financial
7515
Midwestern Financial
Iowa
$107M – – 7.16% – 54 – 0
Safe Harbor Fiduciary
7516
Safe Harbor Fiduciary
Florida
$107M +$9.9M +10% 7.19% – 271 30.26% 0.6
Severin Investments
7517
Severin Investments
Missouri
$107M +$6.67M +7% 11.9% – 205 26.83% 0.4
Sentinel Wealth Management
7518
Sentinel Wealth Management
Virginia
$106M – – 6.82% – 39 – 0
Surience Private Wealth
7519
Surience Private Wealth
Washington
$106M +$48.9M +85% 24.8% 169% 44 70.45% 0.4
Diker Management
7520
Diker Management
New York
$106M +$22.9M +27% 18.7% 210% 40 40% 2.5
Sincerus Advisory
7521
Sincerus Advisory
New York
$106M +$11.6M +12% 7.51% – 67 7.46% 0.5
Semitam Bonam
7522
Semitam Bonam
New York
$106M – – 6.02% – 45 – 0
Golden Bell Financial Planning
7523
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 4.49% – 35 5.71% 0.5
Fiduciary Wealth Partners
7524
Fiduciary Wealth Partners
Massachusetts
$106M -$9.6M -8% 9.62% – 81 33.33% 1
BLVD Private Wealth
7525
BLVD Private Wealth
Kentucky
$106M – – 16.1% – 73 – 0