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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)
Wellspring Financial Advisors
2676
Wellspring Financial Advisors
Ohio
$633M +$231M +57% 8.06% 77.2% 156 21.79% 2
PRC
2677
Pearl River Capital
Michigan
$633M +$8.81M +1% 8.45% 20.3% 695 69.78% 0.4
Honeycomb Asset Management
2678
Honeycomb Asset Management
New York
$633M +$216M +52% 18.7% 49% 51 72.55% 0.3
WoodTrust Financial
2679
WoodTrust Financial
Wisconsin
$631M +$45.7M +8% 6.99% 80.3% 199 33.17% 2.3
McIlrath & Eck
2680
McIlrath & Eck
Washington
$631M +$62.3M +11% 6.18% 44% 973 8.84% 3.7
Falcon Wealth Planning
2681
Falcon Wealth Planning
California
$631M +$59.2M +10% 4.78% 56.4% 138 7.97% 1.9
Nextech Invest
2682
Nextech Invest
Switzerland
$631M +$94M +18% 16.9% 982% 13 23.08% 1.3
Arvest Investments
2683
Arvest Investments
Arkansas
$631M +$15.1M +2% 5.18% 50% 160 6.88% 0.2
Parkside Investments
2684
Parkside Investments
Illinois
$631M +$39.4M +7% 5.82% 70.4% 104 21.15% 3.4
LS Investment Advisors
2685
LS Investment Advisors
Michigan
$630M +$53.4M +9% 9.7% 98.7% 138 5.8% 8
MONECO Advisors
2686
MONECO Advisors
Connecticut
$630M +$105M +20% 8.8% 77.7% 427 15.93% 2.1
LM Advisors
2687
LM Advisors
California
$630M +$133M +27% 8.29% – 750 74.13% 0.2
Patriot Financial Group Insurance Agency
2688
Patriot Financial Group Insurance Agency
Massachusetts
$629M +$100M +19% 9.48% 97.3% 523 19.31% 3.5
Greenline Partners
2689
Greenline Partners
New York
$627M +$36.4M +6% 4.61% 69.6% 125 3.2% 3.3
Institutional & Family Asset Management
2690
Institutional & Family Asset Management
Colorado
$627M +$19.3M +3% 6.64% 19% 785 15.8% 4
Financial Partners Group (Kansas)
2691
Financial Partners Group (Kansas)
Kansas
$627M +$69.3M +12% 8% 76.7% 184 15.22% 2.6
South Street Advisors
2692
South Street Advisors
New York
$627M +$91.6M +17% 18.1% 169% 77 12.99% 3.4
Third Avenue Management
2693
Third Avenue Management
New York
$627M +$17.4M +3% 7.05% 113% 60 5% 5.1
WCM
2694
Woodson Capital Management
Connecticut
$626M +$140M +29% 15% 235% 47 31.91% 1.4
Slow Capital
2695
Slow Capital
California
$624M +$49.3M +9% 8.44% 156% 126 6.35% 4.7
OLP Capital Management
2696
OLP Capital Management
Hong Kong
$624M -$26.8M -4% 1.78% 146% 4 25% 1.3
GIM
2697
Greylin Investment Management
Virginia
$624M +$45.3M +8% 11.3% 52.1% 80 7.5% 5.5
Running Oak Capital
2698
Running Oak Capital
Minnesota
$624M +$116M +23% 12.5% 40.8% 60 6.67% 2.6
Centerbridge Partners
2699
Centerbridge Partners
New York
$623M +$19.2M +3% 2.2% 15.9% 13 23.08% 1.8
PGCM
2700
Prescott Group Capital Management
Oklahoma
$623M +$52.4M +9% 9.63% 135% 215 26.05% 1.9