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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)
Newbrook Capital Advisors
2576
Newbrook Capital Advisors
New York
$793M +$160M +25% 24.9% 299% 23 26.09% 0.9
Rodgers Brothers
2577
Rodgers Brothers
Pennsylvania
$792M +$41.4M +6% 5.79% 108% 247 9.31% 6.2
ShawSpring Partners
2578
ShawSpring Partners
Massachusetts
$792M +$64.6M +9% 7.53% 3.53% 11 18.18% 1.2
Red Cedar Investment Management
2579
Red Cedar Investment Management
Michigan
$792M +$69.3M +10% 9.92% 81.4% 84 8.33% 2.8
Vancity Investment Management
2580
Vancity Investment Management
British Columbia, Canada
$792M +$62.3M +9% 9.24% – 78 15.38% 2.4
Insight Wealth Strategies
2581
Insight Wealth Strategies
California
$792M +$48.9M +7% 8.84% 83.5% 180 17.22% 2.6
Eubel Brady & Suttman Asset Management
2582
Eubel Brady & Suttman Asset Management
Ohio
$791M +$31.6M +4% 3.14% 40.2% 101 13.86% 4.3
Total Wealth Planning
2583
Total Wealth Planning
Ohio
$791M +$138M +21% 6.54% 37.2% 106 15.09% 3.2
Disciplina Capital Management
2584
Disciplina Capital Management
Tennessee
$791M +$104M +15% 4.65% 30% 63 3.17% 3
Rhenman & Partners Asset Management
2585
Rhenman & Partners Asset Management
Sweden
$791M -$79M -9% 4.51% 131% 105 24.76% 3.2
Moisand Fitzgerald Tamayo
2586
Moisand Fitzgerald Tamayo
Florida
$791M +$67.9M +9% 6.32% 51.1% 599 4.17% 4
1834 Investment Advisors
2587
1834 Investment Advisors
Wisconsin
$790M +$13.3M +2% 5.94% 68.7% 215 3.26% 5.6
Volterra Technologies
2588
Volterra Technologies
New York
$788M – – 9.1% – 415 – 0
Quadcap Wealth Management
2589
Quadcap Wealth Management
Texas
$788M +$97.5M +14% 10.3% – 418 14.35% 1.1
WoodTrust Financial
2590
WoodTrust Financial
Wisconsin
$787M +$72.7M +10% 8.34% 80.3% 175 23.43% 3.4
Stillwater Capital Advisors
2591
Stillwater Capital Advisors
Pennsylvania
$786M +$69.7M +10% 17.6% 121% 71 4.23% 5.4
Northcape Capital
2592
Northcape Capital
Australia
$786M – – 23.8% – 8 – 8.2
Souders Financial Advisors
2593
Souders Financial Advisors
Ohio
$786M +$69.3M +10% 7.98% 54.9% 208 15.38% 2.5
Genus Capital Management
2594
Genus Capital Management
British Columbia, Canada
$785M +$95.7M +14% 20% – 211 26.54% 0.2
Mosaic Family Wealth Partners
2595
Mosaic Family Wealth Partners
Missouri
$785M +$81.2M +12% 8.15% 67.5% 234 10.26% 1.9
Central Pacific Bank - Trust Division
2596
Central Pacific Bank - Trust Division
Hawaii
$785M +$61.8M +9% 12.5% – 878 9.11% 1
Philip James Wealth Mangement
2597
Philip James Wealth Mangement
Georgia
$784M -$37.9M -5% 3.46% – 175 8% 0.9
Qtron Investments
2598
Qtron Investments
Massachusetts
$783M +$115M +17% 14.5% 140% 419 13.6% 2.7
McGuire Investment Group
2599
McGuire Investment Group
Rhode Island
$783M +$110M +16% 18.3% 202% 119 12.61% 4.1
Stone Point Capital
2600
Stone Point Capital
Connecticut
$782M +$11.8M +2% 1.58% 15.7% 3 0% 8.1