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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)
Barlow Wealth Partners
2526
Barlow Wealth Partners
Kentucky
$900M -$26.5M -3% 1.39% 101% 144 11.11% 1.8
BlueStem Wealth Partners
2527
BlueStem Wealth Partners
Minnesota
$900M -$5.86M -0.6% 1.09% – 141 23.4% 0.9
Denali Advisors
2528
Denali Advisors
California
$900M -$1.32M -0.1% 2.32% 106% 351 21.08% 1.6
WealthShield Partners
2529
WealthShield Partners
North Carolina
$898M -$9.19M -1% 1.07% 71% 626 12.46% 2.9
Global Endowment Management
2530
Global Endowment Management
North Carolina
$896M +$95M +12% 1.23% 46.1% 145 17.93% 2.8
IAG Wealth Partners
2531
IAG Wealth Partners
Wisconsin
$896M +$32.2M +4% 0.42% 47.3% 532 11.09% 3.7
Insight Wealth Strategies
2532
Insight Wealth Strategies
California
$896M +$23.6M +3% 3.46% 83.5% 188 14.89% 2.8
Water Island Capital
2533
Water Island Capital
New York
$896M -$32M -3% 17.2% 438% 145 73.1% 0.2
First Turn Management
2534
First Turn Management
California
$895M +$19.9M +2% 17.6% – 38 26.32% 0.9
Squadra Investments
2535
Squadra Investments
Brazil
$894M +$359M +67% 10% 1.55% 7 28.57% 1.5
Baring Fintech Fund III Managers
2536
Baring Fintech Fund III Managers
Guernsey
$893M -$190M -18% 5.2% – 1 0% 1.3
Signet Financial Management
2537
Signet Financial Management
New Jersey
$892M -$2.84M -0.3% 0.07% 65.2% 310 10.97% 3.5
Financial Management Professionals
2538
Financial Management Professionals
Texas
$892M -$78M -8% 0.13% 67.3% 1,037 14.27% 4.4
AAA
2539
Adams Asset Advisors
Texas
$891M +$131M +17% 26.5% 66.8% 88 5.68% 5.3
Quantum Financial Advisors
2540
Quantum Financial Advisors
California
$891M +$849K +0.1% 0.31% 68% 251 20.32% 1.8
James Investment Research
2541
James Investment Research
Ohio
$891M -$24.5M -3% 2.57% 110% 379 10.03% 5
PCM
2542
Prime Capital Management
Hong Kong
$891M +$49M +6% 0.4% 579% 7 14.29% 0.8
Trustees of Columbia University in the City of New York
2543
Trustees of Columbia University in the City of New York
New York
$891M +$61.2M +7% 4.64% – 5 60% 1.9
Deeter Investments
2544
Deeter Investments
Texas
$891M +$423M +90% 14.9% – 166 71.69% 0.1
ZEGA Investments
2545
ZEGA Investments
Florida
$890M +$41.5M +5% 2.92% – 316 50.63% 0.4
Jag Capital Management
2546
Jag Capital Management
Missouri
$889M -$32.8M -4% 1.96% 230% 163 22.7% 3.6
Keebeck Wealth Management
2547
Keebeck Wealth Management
Illinois
$889M +$22.5M +3% 1.72% 81.3% 452 24.78% 2.4
Cypress Capital Group
2548
Cypress Capital Group
Florida
$889M -$3.65M -0.4% 1.64% 111% 260 16.15% 6.1
Foundation Resource Management
2549
Foundation Resource Management
Arkansas
$889M +$141M +19% 15.5% 84.5% 55 5.45% 8
Sheets Smith Wealth Management
2550
Sheets Smith Wealth Management
North Carolina
$888M -$22.8M -3% 1.4% 83.4% 413 9.69% 5.2