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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)
Private Capital Advisors
2676
Private Capital Advisors
Connecticut
$319M +$18.9M +6% 5.13% 132% 106 15.09% 3.1
Bain Capital Life Sciences Investors
2677
Bain Capital Life Sciences Investors
Massachusetts
$319M +$150M +88% 106% 507% 5 20% 0.4
Winslow Evans & Crocker
2678
Winslow Evans & Crocker
Massachusetts
$319M +$10.3M +3% 4% 76.2% 1,200 12.5% 3.2
Abbrea Capital
2679
Abbrea Capital
California
$319M +$10.3M +3% 2.82% 38% 175 9.71% 1.2
Harber Asset Management
2680
Harber Asset Management
North Carolina
$319M +$9.17M +3% 6.82% 63.6% 53 28.3% 1.2
TM
2681
Tikvah Management
North Carolina
$319M -$6.86M -2% 6.21% 169% 18 0% 3.2
German American Bancorp
2682
German American Bancorp
Indiana
$318M – – 2.79% 92.3% 80 – 0
Beryl Capital Management
2683
Beryl Capital Management
California
$318M -$144M -31% 29.9% 3,932% 56 94.64% 0
Baldwin Investment Management
2684
Baldwin Investment Management
Pennsylvania
$318M +$38.6M +14% 1.52% 74.8% 173 38.15% 2.6
Tetrad Corporation
2685
Tetrad Corporation
Nebraska
$318M -$41.7M -12% 3.64% 45.6% 4 0% 5
Wilkins Investment Counsel
2686
Wilkins Investment Counsel
Massachusetts
$318M +$1.52M +0.5% 1.67% 56.2% 75 1.33% 4.2
AlphaStar Capital Management
2687
AlphaStar Capital Management
North Carolina
$317M +$53.9M +20% 1.06% 69.5% 243 32.1% 0.4
Towercrest Capital Management
2688
Towercrest Capital Management
Pennsylvania
$317M +$173M +119% 0.07% 42.6% 77 62.34% 1
KAS
2689
Kemnay Advisory Services
New York
$317M +$85.4M +37% 6.48% 167% 155 41.94% 1.3
Silphium Asset Management
2690
Silphium Asset Management
United Kingdom
$317M +$133M +72% 8.71% 128% 146 65.07% 0.2
Empowered Funds
2691
Empowered Funds
Pennsylvania
$317M +$43.1M +16% 3.89% 127% 127 55.12% 0.4
Avidian Wealth Enterprises
2692
Avidian Wealth Enterprises
Texas
$317M +$18.5M +6% 0.59% 71.7% 121 35.54% 1.3
FIMG
2693
Financial & Investment Management Group
Michigan
$316M +$5.3M +2% 3.51% 18.9% 109 16.51% 1.7
LVW Advisors
2694
LVW Advisors
New York
$315M -$6.69M -2% 1.6% 79.1% 149 10.07% 1.9
FRM
2695
Fox Run Management
Connecticut
$315M -$97.3M -24% 5.84% 64% 1,062 75.71% 0.2
PagnatoKarp Partners
2696
PagnatoKarp Partners
Virginia
$315M +$78.3M +33% 1.08% 2.06% 155 25.16% 0.9
Martin & Co
2697
Martin & Co
Tennessee
$314M +$13.7M +5% 4.55% 67.8% 112 2.68% 4
Good Life Advisors
2698
Good Life Advisors
Pennsylvania
$314M +$19.2M +7% 1.99% 60% 246 16.67% 1.1
Institute for Wealth Management
2699
Institute for Wealth Management
Colorado
$314M -$25.4M -7% 3.76% 137% 266 23.68% 0.9
Brightline Capital Management
2700
Brightline Capital Management
Florida
$314M +$50.4M +19% 14.8% 810% 18 27.78% 0.4