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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)
Isthmus Partners
2426
Isthmus Partners
Wisconsin
$799M -$23.9M -3% 2.5% 73.7% 229 13.1% 3.3
Bensler
2427
Bensler
Washington
$799M -$42.5M -5% 2.53% 109% 173 14.45% 2.2
Talbot Financial
2428
Talbot Financial
Washington
$798M -$42.6M -5% 3.14% 118% 69 15.94% 1.7
Aprio Wealth Management
2429
Aprio Wealth Management
Georgia
$798M +$113M +16% 0.12% 66.1% 384 20.31% 1.4
Brigade Capital Management
2430
Brigade Capital Management
New York
$798M +$467M +141% 14.3% 42.7% 18 44.44% 1.4
L.J. Altfest & Co
2431
L.J. Altfest & Co
New York
$797M +$13.4M +2% 1.53% 95.6% 376 28.46% 3.6
Alley Investment Management Company
2432
Alley Investment Management Company
Illinois
$797M +$6.57M +0.8% 1.81% 54.6% 89 6.74% 2.6
NM
2433
NWI Management
New York
$796M -$1.47B -65% 5.94% 230% 62 37.1% 2.4
Lodestar Private Asset Management
2434
Lodestar Private Asset Management
California
$795M -$4.28M -0.5% 1.75% 64.4% 219 4.57% 1.9
Avenir Tech
2435
Avenir Tech
Hong Kong
$795M +$192M +32% 10.3% – 26 73.08% 0.2
AIP LLC
2436
AIP LLC
New York
$795M +$36.4M +5% 5.19% 54.9% 2 0% 1.8
DiNuzzo Private Wealth
2437
DiNuzzo Private Wealth
Pennsylvania
$794M +$4.33M +0.5% 0.23% 42.7% 1,438 5.7% 1.2
Portland Global Advisors
2438
Portland Global Advisors
Maine
$794M +$3.47M +0.4% 0.03% 43.4% 135 4.44% 6.5
Cascade Financial Partners
2439
Cascade Financial Partners
California
$793M +$25.9M +3% 0.42% – 257 10.12% 0.9
8KM
2440
8 Knots Management
Texas
$793M -$206M -21% 11.5% – 20 25% 0.6
Synergy Asset Management
2441
Synergy Asset Management
Washington
$793M -$499M -39% 2.1% 113% 912 85.09% 1
Nemes Rush Group
2442
Nemes Rush Group
Michigan
$792M -$17M -2% 3.74% 126% 772 14.64% 1.3
KPF
2443
K2 Principal Fund
Ontario, Canada
$788M -$112M -12% 0.32% 76.5% 417 48.2% 0.4
James Investment Research
2444
James Investment Research
Ohio
$788M -$52.2M -6% 0.82% 110% 349 12.03% 5
Parkside Financial Bank & Trust
2445
Parkside Financial Bank & Trust
Missouri
$788M +$30.4M +4% 2.07% 85.4% 2,778 24.55% 3.8
Lincluden Management
2446
Lincluden Management
Ontario, Canada
$787M -$39M -5% 1.11% 67.7% 74 4.05% 6.7
Mason Street Advisors
2447
Mason Street Advisors
Wisconsin
$786M +$13.5M +2% 0.11% 32% 13 7.69% 2.9
United Bank (Virginia)
2448
United Bank (Virginia)
Virginia
$786M -$52.9M -6% 2.46% 76.1% 144 12.5% 5.4
Unison Advisors
2449
Unison Advisors
District of Columbia
$786M -$54M -6% 0.22% 57.8% 190 13.16% 3.3
Mattern Capital Management
2450
Mattern Capital Management
Colorado
$785M +$18M +2% 2.34% 39.8% 167 6.59% 3.2