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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)
Safe Harbor Fiduciary
7926
Safe Harbor Fiduciary
Florida
$128M +$23.4M +22% 23.5% – 68 27.94% 1.1
TT Capital Management
7927
TT Capital Management
California
$128M +$7.08M +6% 2.71% – 82 17.07% 1
Journey Retirement Planning & Investment Management
7928
Journey Retirement Planning & Investment Management
Idaho
$128M +$14.8M +13% 12.7% – 160 20.63% 0.4
Kennon-Green & Company
7929
Kennon-Green & Company
Ohio
$128M +$6.26M +5% 3.9% 58.4% 41 4.88% 2.8
ML
7930
MILFAM LLC
Florida
$128M +$25.9M +25% 4.33% – 13 46.15% 0.1
Journey Beyond Wealth
7931
Journey Beyond Wealth
Georgia
$128M +$11.6M +10% 15.4% – 31 9.68% 1.3
CDKV Holdings
7932
CDKV Holdings
Colorado
$128M +$14.1M +12% 12.3% – 282 4.61% 0.5
Brooklands Fund Management
7933
Brooklands Fund Management
United Kingdom
$128M +$39M +44% 13.3% – 77 70.13% 0.2
Lord & Richards Wealth Management
7934
Lord & Richards Wealth Management
Colorado
$128M +$13.8M +12% 11.7% – 51 5.88% 1.3
Fortune Financial Group
7935
Fortune Financial Group
Florida
$128M +$16.6M +15% 13.2% – 125 37.6% 0.3
SkyView Investment Advisors
7936
SkyView Investment Advisors
New Jersey
$128M -$616M -83% 10.5% 70.3% 489 78.12% 0.9
C2C Wealth Management
7937
C2C Wealth Management
Arizona
$128M +$9.41M +8% 12.2% 77.2% 99 11.11% 3.4
CIS
7938
Continental Investors Services
Washington
$128M +$21.8M +21% 12.1% 76.6% 88 15.91% 2.5
PM
7939
Parametrica Management
Hong Kong
$128M +$39.6M +45% 117% 543% 30 66.67% 1.5
New York University
7940
New York University
New York
$128M +$124M +3,929% 18.8% – 2 100% 0
Financial Concepts Unlimited
7941
Financial Concepts Unlimited
Maine
$128M +$15.9M +14% 15.6% – 47 12.77% 0.2
Twin Lions Management
7942
Twin Lions Management
Connecticut
$128M -$37.9M -23% 13.6% – 10 10% 1.1
Risk Paradigm Group
7943
Risk Paradigm Group
Texas
$128M +$10.3M +9% 6.32% – 60 6.67% 4.5
Osbon Capital Management
7944
Osbon Capital Management
Massachusetts
$127M +$4.96M +4% 27.5% – 541 30.31% 0.9
Parvin Asset Management
7945
Parvin Asset Management
South Dakota
$127M -$11.2M -8% 0.53% – 333 10.81% 1.2
Farley Capital
7946
Farley Capital
New York
$127M +$4.07M +3% 10.6% 105% 18 16.67% 6.2
Eagle Harbor Asset Management
7947
Eagle Harbor Asset Management
Washington
$127M +$10.4M +9% 13.6% 76.2% 144 15.97% 2.8
Kids Capital Management
7948
Kids Capital Management
California
$127M +$21.6M +20% 32.1% – 16 50% 1.8
M Wealth Management LLC
7949
M Wealth Management LLC
California
$127M +$8.55M +7% 7.57% – 60 13.33% 1.2
Alta Partners Management Company
7950
Alta Partners Management Company
Wyoming
$127M -$23.7M -16% 15.4% – 2 0% 1.5