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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)
Post Resch Tallon Group
7501
Post Resch Tallon Group
New York
$113M +$9.22M +9% 6.67% – 111 11.71% 0.6
Chesapeake Asset Management
7502
Chesapeake Asset Management
New York
$113M +$1.85M +2% 7.64% 153% 345 13.33% 2.6
Windsor Advisory Group
7503
Windsor Advisory Group
Ohio
$113M +$42.5M +60% 0.08% 48.2% 85 41.18% 1.3
Ramiah Investment Group
7504
Ramiah Investment Group
Wisconsin
$113M +$20M +22% 6.01% 62.2% 61 6.56% 2.6
APS Management Group
7505
APS Management Group
California
$113M – – 6.13% – 73 – 0
HPM
7506
Hudson Portfolio Management
New York
$113M +$5.9M +6% 9.13% – 117 10.26% 3.2
Archvest Wealth Advisors
7507
Archvest Wealth Advisors
California
$113M -$1.84M -2% 7.08% 53.1% 68 22.06% 2
Greycroft
7508
Greycroft
New York
$113M -$25M -18% 17.3% 20% 13 7.69% 1.5
Nestegg Advisors
7509
Nestegg Advisors
New York
$113M +$8.79M +8% 7.62% – 52 17.31% 0.6
Severin Investments
7510
Severin Investments
Missouri
$112M +$5.83M +5% 8.36% – 202 29.7% 0.6
Haven Capital Group
7511
Haven Capital Group
California
$112M -$1.14M -1% 10.1% – 43 18.6% 0.6
Figure 8 Investment Strategies
7512
Figure 8 Investment Strategies
Idaho
$112M +$9.9M +10% 11% – 62 12.9% 0.6
Rainier Family Wealth
7513
Rainier Family Wealth
Washington
$112M +$12.1M +12% 9.79% – 80 15% 0.7
Totem Point Management
7514
Totem Point Management
New York
$112M +$17.2M +18% 22.9% 577% 16 31.25% 1.3
Campbell Deegan Wealth Management
7515
Campbell Deegan Wealth Management
Virginia
$112M +$10.4M +10% 6.14% – 44 4.55% 0.7
4Wealth Advisors
7516
4Wealth Advisors
Illinois
$112M +$13.5M +14% 7.09% – 144 13.89% 0.6
Semitam Bonam
7517
Semitam Bonam
New York
$112M +$5.58M +5% 4.59% – 47 10.64% 0.2
Peapod Lane Capital
7518
Peapod Lane Capital
New York
$112M +$11.9M +12% 13.9% – 60 10% 0.6
Chicago Capital Management
7519
Chicago Capital Management
Illinois
$112M -$24.3M -18% 11.6% 270% 41 43.9% 0.7
Harbor Asset Planning
7520
Harbor Asset Planning
Massachusetts
$112M +$7.03M +7% 6.98% – 411 0.73% 0.2
Crabel Capital Management
7521
Crabel Capital Management
California
$112M -$51.6M -32% 4.21% 13.9% 63 39.68% 1.3
James Reed Financial Services
7522
James Reed Financial Services
Ohio
$112M +$1.33M +1% 5.96% – 18 5.56% 1.9
Chesapeake Capital Corp
7523
Chesapeake Capital Corp
Florida
$111M – – 17.1% – 150 – 0.7
American Asset Management
7524
American Asset Management
Florida
$111M +$3.01M +3% 4.47% 42.5% 33 24.24% 1.8
Luts & Greenleigh Group
7525
Luts & Greenleigh Group
Maryland
$111M +$7.15M +7% 7.12% – 85 9.41% 2