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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)
Shepherd Kaplan Krochuk
7976
Shepherd Kaplan Krochuk
Massachusetts
$126M +$6.9M +6% 8.35% 38.5% 64 7.81% 3.5
Midway Capital Research & Management
7977
Midway Capital Research & Management
Illinois
$126M +$19.8M +19% 26.5% – 118 4.24% 0.4
Clio Asset Management
7978
Clio Asset Management
Virginia
$126M +$6.46M +5% 5.38% 60.6% 18 27.78% 1.6
Smith Partners Wealth Management
7979
Smith Partners Wealth Management
North Carolina
$126M +$14.1M +13% 10.2% – 84 22.62% 0.4
Heights Point Management
7980
Heights Point Management
New York
$126M +$17.8M +17% 38% – 29 55.17% 0.3
Milestones Private Investment Advisors
7981
Milestones Private Investment Advisors
New York
$126M +$12.1M +11% 14% – 82 10.98% 0.9
Katamaran Capital
7982
Katamaran Capital
United Kingdom
$126M +$1.24M +1% 42.3% – 44 50% 0.5
Signet Private Wealth
7983
Signet Private Wealth
Illinois
$125M +$20.7M +20% 25.4% – 148 34.46% 0.4
Graetz Wealth
7984
Graetz Wealth
Michigan
$125M +$13.4M +12% 10.7% – 89 15.73% 0.4
JMNC
7985
J. Mark Nickell & Co
Tennessee
$125M +$14.6M +13% 10.1% – 38 36.84% 0.4
Bretton Capital Management
7986
Bretton Capital Management
California
$125M +$16M +15% 12.4% – 20 10% 1.6
Summerhill Capital Management
7987
Summerhill Capital Management
Ontario, Canada
$125M +$10.7M +9% 38.7% – 36 52.78% 1.7
AV
7988
Alamea Verwaltungs
New Jersey
$125M -$9.8M -7% 4.53% – 107 55.14% 0.5
EMG Holdings
7989
EMG Holdings
Connecticut
$125M -$271M -68% 16% 4.17% 37 70.27% 1
E6 Portfolios
7990
E6 Portfolios
Utah
$125M +$29.2M +30% 10.5% – 97 40.21% 0.3
O'Domhnaill Enterprises
7991
O'Domhnaill Enterprises
Wyoming
$125M +$1.01M +0.8% 0.08% – 65 21.54% 0.4
Index Technologies Group
7992
Index Technologies Group
New York
$125M +$33.3M +36% 23.2% – 283 55.12% 0.2
Shuttleworth & Co
7993
Shuttleworth & Co
Ohio
$125M +$14.6M +13% 14.7% – 53 5.66% 0.7
Barnes Dennig Private Wealth Management
7994
Barnes Dennig Private Wealth Management
Ohio
$125M +$24.1M +24% 36% – 397 30.73% 0.8
Dougherty & Associates
7995
Dougherty & Associates
Florida
$125M +$16.1M +15% 17.7% – 53 3.77% 0.5
YC
7996
Yunqi Capital
Hong Kong
$125M +$32.5M +35% 33.1% 71.4% 5 40% 1.8
Broussard Financial Group
7997
Broussard Financial Group
Louisiana
$125M -$136K -0.1% 1.09% – 36 22.22% 0.4
Stonehaven Wealth & Tax Solutions
7998
Stonehaven Wealth & Tax Solutions
Wisconsin
$125M +$11.8M +10% 10.4% – 102 28.43% 0.9
DAG Ventures
7999
DAG Ventures
California
$125M -$4.01M -3% 3.04% – 3 0% 1.8
Cornerstone Financial Management
8000
Cornerstone Financial Management
Massachusetts
$125M +$15.7M +14% 12.6% – 1,565 22.36% 0.4