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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)
First Turn Management
2601
First Turn Management
California
$875M +$209M +31% 62.7% – 41 48.78% 0.7
Wealth Management Nebraska
2602
Wealth Management Nebraska
Nebraska
$875M +$35.8M +4% 2.46% – 97 11.34% 0.8
Iron Triangle Partners
2603
Iron Triangle Partners
Connecticut
$875M +$171M +24% 21% 152% 41 73.17% 0.2
Periscope Capital
2604
Periscope Capital
Ontario, Canada
$874M +$246M +39% 0.95% 28.8% 390 37.44% 0.5
Quadcap Wealth Management
2605
Quadcap Wealth Management
Texas
$874M +$26.4M +3% 2.09% 94.2% 425 11.06% 1.5
Greenline Partners
2606
Greenline Partners
New York
$874M +$51.3M +6% 5.02% 69.6% 154 9.74% 3.7
MPM BioImpact
2607
MPM BioImpact
Massachusetts
$874M +$263M +43% 45% 550% 55 58.18% 0.8
Disciplina Capital Management
2608
Disciplina Capital Management
Tennessee
$874M +$51.9M +6% 0.43% 30% 68 8.82% 3
Souders Financial Advisors
2609
Souders Financial Advisors
Ohio
$873M +$32.3M +4% 1.92% 59.8% 219 10.96% 2.7
Insight Wealth Strategies
2610
Insight Wealth Strategies
California
$872M +$23.4M +3% 3.28% 83.5% 186 16.13% 2.7
St Louis Trust
2611
St Louis Trust
Missouri
$872M +$70M +9% 2.26% 71.4% 149 20.13% 4.1
Destiny Wealth Partners
2612
Destiny Wealth Partners
Florida
$871M +$55.2M +7% 1.88% 63.7% 222 12.61% 2.6
Financial Plan Inc
2613
Financial Plan Inc
Washington
$871M – – 2.03% – 94 – 0
Novem Group
2614
Novem Group
New York
$870M +$15.8M +2% 1.82% – 478 24.27% 0.7
Semper Augustus Investments Group
2615
Semper Augustus Investments Group
Colorado
$870M +$68.4M +9% 9.23% 95.4% 40 7.5% 6.3
CVA Family Office
2616
CVA Family Office
Colorado
$869M +$92.6M +12% 2.6% 71.6% 1,390 13.96% 2.1
Ascent Wealth Partners
2617
Ascent Wealth Partners
New York
$869M +$6.89M +0.8% 2.28% 105% 188 6.38% 4.1
8KM
2618
8 Knots Management
Texas
$868M -$16M -2% 13.5% – 22 59.09% 0.7
Twin Focus Capital Partners
2619
Twin Focus Capital Partners
Massachusetts
$868M +$80.7M +10% 4.02% 92.5% 198 14.14% 4.3
Aviance Capital Partners
2620
Aviance Capital Partners
Florida
$868M +$25.5M +3% 4.23% 109% 375 6.93% 4.8
Northcape Capital
2621
Northcape Capital
Australia
$867M +$144M +20% 1.48% – 8 0% 8.7
One Madison Group
2622
One Madison Group
New York
$867M -$46.2M -5% 0.88% – 31 12.9% 0.8
Keebeck Wealth Management
2623
Keebeck Wealth Management
Illinois
$867M +$20.5M +2% 1.91% 81.3% 393 16.28% 2.6
Mint Tower Capital Management
2624
Mint Tower Capital Management
Netherlands
$866M +$22.1M +3% 1.29% 40% 318 52.52% 0.5
Atlas Venture Life Science Advisors
2625
Atlas Venture Life Science Advisors
Massachusetts
$865M +$113M +15% 37.3% 484% 9 11.11% 3.1