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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)
Professional Financial Management
8451
Professional Financial Management
Wisconsin
$88.2M – – 1.38% – 21 – 0
Wedgewood Investors
8452
Wedgewood Investors
Pennsylvania
$87.8M -$3.39M -4% 2.71% – 107 3.74% 7.5
Meadowbrook Wealth Management
8453
Meadowbrook Wealth Management
New York
$87.6M -$8.57M -9% 2.45% – 88 29.55% 0.2
Northern Financial Advisors
8454
Northern Financial Advisors
Michigan
$87.5M -$103M -54% 2.61% 120% 125 30.4% 2.7
Ishara Investments
8455
Ishara Investments
California
$87.5M – – 85.4% – 38 – 0
Wiser Advisor Group
8456
Wiser Advisor Group
Arizona
$87.4M +$7.02M +9% 4.55% – 256 12.11% 0.5
E6 Portfolios
8457
E6 Portfolios
Utah
$87.4M – – 0.93% – 57 – 0
Verdad Advisers
8458
Verdad Advisers
Massachusetts
$87.4M – – 9.54% – 104 – 0.4
Englebert Financial Advisers
8459
Englebert Financial Advisers
Pennsylvania
$87.4M – – 1.08% – 53 – 0
Fundamenta Capital
8460
Fundamenta Capital
$87.3M – – 59.8% – 5 – 0
KL
8461
Khall LLC
California
$86.8M – – 19.7% – 1 – 0
Bristlecone Value Partners
8462
Bristlecone Value Partners
California
$86.7M – – 2.43% – 36 – 0
PMG Family Office
8463
PMG Family Office
Texas
$86.5M -$2.96M -3% 0.4% – 102 8.82% 0.2
APEIRON Capital Ltd
8464
APEIRON Capital Ltd
Hong Kong
$86.5M -$124M -59% 8.17% 362% 10 70% 0.9
Colter Lewis Investment Partners
8465
Colter Lewis Investment Partners
Connecticut
$86.5M – – 2.71% – 97 – 0
Magma Venture Partners General Partner
8466
Magma Venture Partners General Partner
Israel
$86.4M -$12.6M -13% 12.7% 4.7% 3 33.33% 4
Stadium Capital Management
8467
Stadium Capital Management
Connecticut
$86.3M -$7.23M -8% 11.5% 10.9% 7 14.29% 2.5
ASM
8468
AI-Squared Management
Hong Kong
$86.1M -$9.9M -10% 12.1% – 27 59.26% 0.3
Evolutionary Tree Capital Management
8469
Evolutionary Tree Capital Management
Virginia
$86.1M -$5.61M -6% 0.96% 139% 30 16.67% 1.9
Good Harbor Advisors
8470
Good Harbor Advisors
Massachusetts
$85.9M – – 1.6% – 72 – 0
FF
8471
Formulate Financial
Florida
$85.3M +$4.67M +6% 2.08% – 30 16.67% 0.2
Miller Financial Services
8472
Miller Financial Services
Michigan
$85.3M -$1.24M -1% 2.14% – 127 21.26% 0.8
Index Venture Associates III
8473
Index Venture Associates III
Jersey
$85.2M – – 19.7% – 1 – 0
Xena Financial Planning
8474
Xena Financial Planning
Oregon
$85.2M – – 2.39% – 35 – 0
FSR Wealth Management
8475
FSR Wealth Management
Illinois
$85.1M +$682K +0.8% 1.21% – 42 28.57% 0.6