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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)
Philip James Wealth Mangement
2551
Philip James Wealth Mangement
Georgia
$857M +$72.9M +9% 8.55% 76% 195 22.56% 1
Triata Capital
2552
Triata Capital
Hong Kong
$857M +$344M +67% 29.1% – 16 12.5% 0.6
Fiducient Advisors
2553
Fiducient Advisors
Illinois
$856M +$38.8M +5% 5.75% 52.3% 172 19.77% 1.9
River Wealth Advisors
2554
River Wealth Advisors
Pennsylvania
$855M +$50.8M +6% 7.66% 80.3% 209 6.22% 6.3
Grove Bank & Trust
2555
Grove Bank & Trust
Florida
$855M +$53M +7% 7.55% 80.5% 896 12.39% 3
Mosaic Family Wealth Partners
2556
Mosaic Family Wealth Partners
Missouri
$855M +$69.8M +9% 7.21% 67.5% 249 12.85% 2
Novem Group
2557
Novem Group
New York
$854M +$60M +8% 6.38% – 452 17.7% 0.6
Pinnacle Wealth Planning Services
2558
Pinnacle Wealth Planning Services
Ohio
$853M +$93.1M +12% 6.53% 84.5% 514 17.7% 3.1
Sendero Wealth Management
2559
Sendero Wealth Management
Texas
$853M +$51.7M +6% 8.46% 99.2% 198 9.6% 1.9
Criteria Caixa
2560
Criteria Caixa
Spain
$853M +$91.1M +12% 13.6% 35.5% 22 27.27% 2
Red Cedar Investment Management
2561
Red Cedar Investment Management
Michigan
$853M +$61M +8% 9.77% 81.4% 85 8.24% 2.9
Rivulet Capital
2562
Rivulet Capital
New Jersey
$852M -$178M -17% 1.52% 27.4% 16 18.75% 1.8
Slow Capital
2563
Slow Capital
California
$851M +$34.6M +4% 7.35% 156% 121 5.79% 4.9
Board of Trustees of The Leland Stanford Junior University
2564
Board of Trustees of The Leland Stanford Junior University
California
$851M -$73M -8% 19% 142% 24 29.17% 3.5
Mattern Capital Management
2565
Mattern Capital Management
Colorado
$851M +$18.2M +2% 2.4% 31.5% 174 3.45% 3.5
Fort Point Capital Partners
2566
Fort Point Capital Partners
California
$849M -$538M -39% 6.08% 62.2% 326 37.42% 4.2
Legacy Edge Advisors
2567
Legacy Edge Advisors
New York
$849M +$100M +13% 5.43% – 216 14.35% 1.3
Insight Wealth Strategies
2568
Insight Wealth Strategies
California
$849M +$57.1M +7% 6.82% 83.5% 187 17.11% 2.6
Moisand Fitzgerald Tamayo
2569
Moisand Fitzgerald Tamayo
Florida
$849M +$58M +7% 5.63% 51.1% 599 6.51% 4.2
Southern Farm Bureau Life Insurance
2570
Southern Farm Bureau Life Insurance
Mississippi
$848M +$65.7M +8% 5.72% 52.3% 16 0% 3.3
Quadcap Wealth Management
2571
Quadcap Wealth Management
Texas
$848M +$60.3M +8% 8.52% – 435 16.09% 1.3
Private Wealth Asset Management
2572
Private Wealth Asset Management
Iowa
$848M +$94M +12% 7.18% – 1,148 10.19% 0.5
Cortland Associates
2573
Cortland Associates
Missouri
$847M -$10.2M -1% 2.45% 57.1% 65 10.77% 5.7
RIA
2574
RPG Investment Advisory
California
$847M +$42.6M +5% 11.5% 186% 87 5.75% 4.7
Great Waters Wealth Management
2575
Great Waters Wealth Management
Minnesota
$846M +$77.6M +10% 5.92% 49% 117 8.55% 2.1