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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)
Blue Pool Management
2526
Blue Pool Management
Hong Kong
$628M -$149M -19% 15.1% 72.8% 5 60% 0.5
JWBC
2527
J.W. Burns & Co
New York
$628M -$62.5M -9% 3.36% 95.4% 190 7.89% 5.8
Perella Weinberg Partners Capital Management
2528
Perella Weinberg Partners Capital Management
New York
$628M +$87.9M +16% 2.97% 1.52% 30 10% 1.9
Leo Brokerage
2529
Leo Brokerage
Texas
$628M – – 8.21% – 244 – 0.9
Massachusetts Institute of Technology
2530
Massachusetts Institute of Technology
Massachusetts
$627M -$111M -15% 36.2% 35.7% 12 58.33% 1
Avestar Capital
2531
Avestar Capital
New York
$627M -$191M -23% 4.05% 112% 500 37.4% 1.3
CBT
2532
Central Bank & Trust
Kentucky
$627M -$21.4M -3% 4.98% 118% 342 15.5% 5.1
River Wealth Advisors
2533
River Wealth Advisors
Pennsylvania
$626M -$18.7M -3% 5.17% 80.3% 228 5.7% 4.2
Planning Alternatives
2534
Planning Alternatives
Michigan
$626M -$22.3M -3% 4.87% 69.6% 50 14% 5
Larson Financial Group
2535
Larson Financial Group
Missouri
$626M -$4.31M -0.7% 4.57% 81.2% 1,212 14.85% 1.7
Academy Capital Management
2536
Academy Capital Management
Texas
$626M -$17.7M -3% 3.67% 71.2% 39 7.69% 2.1
KMG Fiduciary Partners
2537
KMG Fiduciary Partners
Ohio
$625M -$20.8M -3% 3.76% 114% 210 10% 1.9
Affinity Asset Advisors
2538
Affinity Asset Advisors
New York
$625M +$350M +127% 5.74% 1,487% 79 53.16% 0.5
V Wealth Advisors
2539
V Wealth Advisors
Kansas
$625M -$57.4M -8% 4.33% 36.9% 489 18.2% 1.7
Dorchester Wealth Management
2540
Dorchester Wealth Management
Quebec, Canada
$624M +$121M +24% 4.72% 18.3% 165 14.55% 3.7
WealthShield Partners
2541
WealthShield Partners
North Carolina
$624M +$23.6M +4% 2.72% 71% 382 39.79% 1.4
Oasis Management Company
2542
Oasis Management Company
Cayman Islands
$624M +$51M +9% 6.17% 368% 115 43.48% 0.5
Kontiki Capital Management (HK)
2543
Kontiki Capital Management (HK)
Hong Kong
$624M -$100M -14% 19.1% 90.6% 7 28.57% 2.6
HSC
2544
Harbor Spring Capital
New York
$624M -$254M -29% 11% – 30 43.33% 1.6
Torray Investment Partners
2545
Torray Investment Partners
Maryland
$623M -$54.6M -8% 1.59% 82.4% 108 8.33% 4.1
AH Equity Partners LSV I
2546
AH Equity Partners LSV I
California
$623M -$218M -26% 25.7% – 3 0% 0.3
Burleson & Co
2547
Burleson & Co
California
$623M -$63.6M -9% 8.63% 49.1% 481 23.28% 1.3
K.J. Harrison & Partners
2548
K.J. Harrison & Partners
Ontario, Canada
$623M -$84.2M -12% 1.08% 140% 424 33.73% 1.8
Waddell & Associates
2549
Waddell & Associates
Tennessee
$623M -$7.72M -1% 4.23% 194% 138 21.01% 0.8
Penn Davis McFarland
2550
Penn Davis McFarland
Texas
$623M +$33.3M +6% 3.63% 100% 48 12.5% 4