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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)
1GI
7701
180 GPS Investments
$127M -$45.6M -27% 2.25% – 22 36.36% 0.2
LM Asset (IM) Inc
7702
LM Asset (IM) Inc
British Columbia, Canada
$126M -$5.84M -4% 13.3% – 14 42.86% 0.6
Veratis Advisors
7703
Veratis Advisors
North Carolina
$126M – – 1.94% – 75 – 0
Epacria Capital Partners
7704
Epacria Capital Partners
Colorado
$126M +$3.04M +2% 3.23% 89.1% 36 13.89% 2.4
Gilpin Wealth Management
7705
Gilpin Wealth Management
Colorado
$126M – – 2.71% – 978 – 0
Allium Financial Advisors
7706
Allium Financial Advisors
Oregon
$126M +$5.33M +4% 1.68% – 85 11.76% 0.7
Harpswell Capital Advisors
7707
Harpswell Capital Advisors
Maine
$126M +$21.3M +20% 1.63% – 42 30.95% 0.2
CCAM
7708
Capelight Capital Asset Management
New York
$126M – – 14.6% – 36 – 0
Stephen J. Garry & Associates
7709
Stephen J. Garry & Associates
New York
$126M +$864K +0.7% 2.5% 67.2% 55 14.55% 1.5
Seelaus Asset Management
7710
Seelaus Asset Management
New Jersey
$126M -$3.04K -0% 3.09% 134% 192 15.63% 3.6
Cadia Private Client
7711
Cadia Private Client
New Jersey
$126M – – 1.28% – 71 – 0
Perkins Capital Management
7712
Perkins Capital Management
Minnesota
$126M +$12.5M +11% 22.3% 389% 92 10.87% 5.5
DIG
7713
Dauntless Investment Group
New Hampshire
$126M -$34M -21% 11.4% – 92 57.61% 0.3
Kennon-Green & Company
7714
Kennon-Green & Company
Ohio
$126M -$2.93M -2% 1.18% 58.4% 44 20.45% 2.5
Parvin Asset Management
7715
Parvin Asset Management
South Dakota
$126M +$11.3M +10% 5.54% – 345 26.96% 0.8
Journey Beyond Wealth
7716
Journey Beyond Wealth
Georgia
$126M +$4.16M +3% 2.21% – 34 20.59% 0.8
Morangie Management
7717
Morangie Management
Florida
$126M +$9.7M +8% 4.82% – 35 11.43% 0.8
Sun Mountain Capital
7718
Sun Mountain Capital
$126M – – 1.05% – 1 – 0
BI
7719
BluePrint Investing
California
$126M – – 2.35% – 26 – 0
Northstar Financial Companies
7720
Northstar Financial Companies
Pennsylvania
$126M +$17.5M +16% 3.98% – 122 24.59% 0.7
Kraematon Investment Advisors
7721
Kraematon Investment Advisors
Massachusetts
$126M +$8.67M +7% 2.82% 89.8% 110 16.36% 2.4
Accel Growth Fund V Associates
7722
Accel Growth Fund V Associates
California
$125M -$13.7M -10% 6.73% 1.17% 2 0% 4.6
Covalis (Gibraltar)
7723
Covalis (Gibraltar)
Gibraltar
$125M +$94.6M +306% 5.19% – 8 87.5% 0.1
TT Capital Management
7724
TT Capital Management
California
$125M -$5.41M -4% 1.77% – 81 24.69% 0.7
GPCM
7725
Guardsman Private Capital Management
Florida
$125M – – 0.8% – 40 – 0