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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)
MKD Wealth Coaches
8176
MKD Wealth Coaches
Michigan
$102M +$1.61M +2% 1.92% – 29 10.34% 3.8
Green Alpha Advisors
8177
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 3.05% 316% 116 8.62% 3.4
JBGlobal.com
8178
JBGlobal.com
New York
$102M +$22.1M +28% 1.06% – 30 46.67% 0.7
CG
8179
Curat Global
New Hampshire
$102M +$11.5M +13% 2.76% – 293 13.99% 1
Arbor Wealth Management (Arizona)
8180
Arbor Wealth Management (Arizona)
Arizona
$101M -$27M -21% 2.73% – 105 80% 0.2
Shepherd Street Advisors
8181
Shepherd Street Advisors
California
$101M -$2.78M -3% 0.42% – 90 6.67% 0.2
Burkett Asset Management
8182
Burkett Asset Management
$101M +$2.51M +3% 1.54% – 67 22.39% 0.2
Obion Capital Management
8183
Obion Capital Management
Florida
$101M -$2.57M -2% 2.96% – 16 12.5% 0.2
Brightlight Capital Management
8184
Brightlight Capital Management
Connecticut
$101M -$39.3M -28% 7.08% 202% 10 30% 1.8
Pacific Capital Partners
8185
Pacific Capital Partners
$101M +$7.19M +8% 2.82% 61.4% 65 86.15% 0.1
ASCM
8186
Adkins Seale Capital Management
Louisiana
$101M +$112K +0.1% 1.6% – 229 2.18% 0.2
Vista Cima Wealth Management
8187
Vista Cima Wealth Management
Arizona
$101M -$18.7M -16% 2.7% – 57 26.32% 1
TWS
8188
Thomas W. Smith
$101M -$6.97M -6% 4.96% – 6 16.67% 9.6
Box Hill Private Wealth
8189
Box Hill Private Wealth
Arizona
$101M +$2.37M +2% 3.62% – 70 27.14% 0.2
Hyposwiss Advisors
8190
Hyposwiss Advisors
$101M -$792K -0.8% 1.29% – 118 10.17% 0.2
Hobbs Wealth Management
8191
Hobbs Wealth Management
Indiana
$101M -$1.67M -2% 1.72% – 25 24% 0.9
Ark Wealth Advisors
8192
Ark Wealth Advisors
California
$101M +$8.07M +9% 2.35% – 84 13.1% 0.2
Royal Palms Capital
8193
Royal Palms Capital
Montana
$101M +$16.7M +20% 11.8% – 52 36.54% 0.2
Barnes Dennig Private Wealth Management
8194
Barnes Dennig Private Wealth Management
Ohio
$101M +$1.38M +1% 4.64% – 350 23.14% 0.7
Triveni Capital Investments
8195
Triveni Capital Investments
Connecticut
$101M -$33.1M -25% 10.6% – 18 33.33% 0.2
Vines Capital Management
8196
Vines Capital Management
Louisiana
$101M -$1.7M -2% 4.41% – 78 7.69% 0.2
Harbourvest Partners
8197
Harbourvest Partners
Massachusetts
$101M -$73.3M -42% 39.2% 8.96% 8 50% 2
XC
8198
XY Capital
Hong Kong
$101M -$58M -37% 2.64% 52.8% 309 82.2% 0.3
Walsh & Associates
8199
Walsh & Associates
Florida
$101M -$582K -0.6% 2.26% – 294 22.45% 0.2
Traub Capital Management
8200
Traub Capital Management
Massachusetts
$101M -$3.13M -3% 1.03% – 141 12.06% 0.7