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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)
Fort Baker Capital Management
2526
Fort Baker Capital Management
California
$916M +$284M +45% 8.87% 46.3% 152 70.39% 0.2
James Investment Research
2527
James Investment Research
Ohio
$916M +$892K +0.1% 4.17% 110% 377 9.81% 4.9
Flat Footed LLC
2528
Flat Footed LLC
Wyoming
$915M +$104M +13% 10.3% 152% 35 51.43% 0.7
Cahill Financial Advisors
2529
Cahill Financial Advisors
Minnesota
$914M +$36M +4% 2.15% 55.9% 291 4.47% 4.9
L.J. Altfest & Co
2530
L.J. Altfest & Co
New York
$914M +$17.3M +2% 3.55% 95.6% 376 24.47% 3.9
Legacy Edge Advisors
2531
Legacy Edge Advisors
New York
$914M +$64.7M +8% 1.58% – 220 9.09% 1.5
Columbus Macro
2532
Columbus Macro
Pennsylvania
$913M +$34.8M +4% 1.2% 48.7% 218 11.01% 3.3
State of Wyoming
2533
State of Wyoming
Wyoming
$913M +$35.7M +4% 4.52% 135% 2,157 33.1% 1.5
SBCM
2534
Schwerin Boyle Capital Management
Massachusetts
$913M -$2.23M -0.2% 4.06% 72.3% 48 6.25% 6.9
Night Owl Capital Management
2535
Night Owl Capital Management
Connecticut
$912M -$4.85M -0.5% 2.98% 162% 31 9.68% 4.5
Mosaic Family Wealth Partners
2536
Mosaic Family Wealth Partners
Missouri
$912M +$57.3M +7% 2.89% 67.5% 256 12.5% 2.2
Sheets Smith Wealth Management
2537
Sheets Smith Wealth Management
North Carolina
$911M +$27.8M +3% 4.49% 83.4% 420 11.9% 5.1
Ardsley Advisory Partners
2538
Ardsley Advisory Partners
Connecticut
$911M +$102M +13% 18.5% 555% 195 60.51% 0.6
TFHU
2539
TLT Family Holdco ULC
$911M -$185M -17% 8.75% – 9 11.11% 0.5
Great Waters Wealth Management
2540
Great Waters Wealth Management
Minnesota
$909M +$62.6M +7% 1.94% 49% 119 5.88% 2.3
MAK Capital One
2541
MAK Capital One
New York
$909M +$259M +40% 26.4% 200% 25 52% 1.5
Nuance Investments
2542
Nuance Investments
Missouri
$908M -$74.6M -8% 0.82% 3.13% 50 18% 2.6
WealthShield Partners
2543
WealthShield Partners
North Carolina
$907M +$24.9M +3% 2.09% 71% 598 10.87% 3
FJ Capital Management
2544
FJ Capital Management
Virginia
$906M -$30.8M -3% 6% 97.9% 182 51.65% 1.2
BlueStem Wealth Partners
2545
BlueStem Wealth Partners
Minnesota
$906M +$32.2M +4% 1.57% – 137 18.25% 0.7
Wolf Hill Capital Management
2546
Wolf Hill Capital Management
Connecticut
$906M -$186M -17% 5.19% 384% 38 47.37% 0.9
VH
2547
V3 Holding
New York
$905M +$76M +9% 17.2% – 1 0% 1
NWF Advisory Services
2548
NWF Advisory Services
California
$905M -$6.46M -0.7% 5.4% 120% 447 14.77% 1.4
Cabot Wealth Management
2549
Cabot Wealth Management
Massachusetts
$905M +$2.93M +0.3% 2.65% 69.3% 143 10.49% 5.8
L. Roy Papp & Associates
2550
L. Roy Papp & Associates
Arizona
$905M +$14.9M +2% 4.48% 80.1% 189 5.82% 7.3