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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)
Nightview Capital
7826
Nightview Capital
Texas
$134M +$2.98M +2% 10.6% 170% 17 29.41% 1.6
Northeast Planning Associates NH
7827
Northeast Planning Associates NH
New Hampshire
$133M -$15.4M -10% 0.19% – 69 26.09% 0.9
Carter Financial
7828
Carter Financial
California
$133M +$18.4M +16% 13.2% – 33 15.15% 0.4
Capstone Wealth Management
7829
Capstone Wealth Management
Montana
$133M +$15.3M +13% 11.8% – 48 20.83% 0.4
Harbor Asset Planning
7830
Harbor Asset Planning
Massachusetts
$133M +$14.3M +12% 15.2% – 428 4.91% 0.9
Aldebaran Capital
7831
Aldebaran Capital
Indiana
$133M +$2.28M +2% 7.57% 80.4% 43 9.3% 2.4
Winter & Associates
7832
Winter & Associates
Minnesota
$133M +$18.9M +17% 14.3% – 99 29.29% 0.4
AA
7833
Alpha Advisors
Virginia
$133M +$6.36M +5% 6.99% – 51 7.84% 1.2
Perkins Capital Management
7834
Perkins Capital Management
Minnesota
$133M +$26.3M +25% 53.7% 389% 90 16.67% 5.6
Bain Capital Venture Investors
7835
Bain Capital Venture Investors
Massachusetts
$133M -$42.1M -24% 6.63% 34.2% 4 25% 0.4
Sherman Wealth Management
7836
Sherman Wealth Management
Maryland
$133M +$16.4M +14% 15.6% – 87 11.49% 0.4
R.H. Investment Group
7837
R.H. Investment Group
Arizona
$133M +$3.1M +2% 7.19% – 48 8.33% 1
Severin Investments
7838
Severin Investments
Missouri
$133M +$16.2M +14% 24.1% – 203 30.05% 1
Frisco Financial Planning
7839
Frisco Financial Planning
Texas
$133M +$11.5M +9% 9.04% – 29 0% 1.1
Centrica Wealth Management
7840
Centrica Wealth Management
Florida
$133M – – 18.4% – 7 – 0
New Covenant Trust Company
7841
New Covenant Trust Company
Indiana
$133M +$20.6M +18% 18.2% – 108 12.04% 1.6
H&F Corporate Investors VIII
7842
H&F Corporate Investors VIII
California
$133M +$69.1M +109% 109% 33.8% 1 0% 5.5
Daventry Group
7843
Daventry Group
New York
$133M +$44.7M +51% 42.6% 26.2% 13 53.85% 0.3
Veradace Capital Management
7844
Veradace Capital Management
Texas
$132M +$20M +18% 36.2% – 31 29.03% 0.4
Dynamic Financial Group
7845
Dynamic Financial Group
Iowa
$132M +$10.1M +8% 5.43% – 79 16.46% 1.2
New Dimensions Wealth Management
7846
New Dimensions Wealth Management
Texas
$132M +$14.9M +13% 8.76% – 21 4.76% 1.2
North Capital
7847
North Capital
Utah
$132M +$14.3M +12% 11.6% – 106 16.04% 1
MSK
7848
Melissa S. Kampmann
$132M +$7.75M +6% 10.5% 82.1% 45 6.67% 2.2
Cedarwood Wealth
7849
Cedarwood Wealth
Colorado
$132M +$33.3M +34% 25% – 101 24.75% 0.4
HPM
7850
Hudson Portfolio Management
New York
$132M +$13.5M +11% 8.8% – 122 13.11% 3.5