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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)
Revolve Wealth Partners
2776
Revolve Wealth Partners
New Jersey
$608M +$21.2M +4% 1.22% 67.4% 192 9.9% 1.7
K.J. Harrison & Partners
2777
K.J. Harrison & Partners
Ontario, Canada
$608M -$39M -6% 3.64% 140% 223 29.15% 2.8
Towercrest Capital Management
2778
Towercrest Capital Management
Pennsylvania
$608M +$14.7M +2% 1.3% 42.6% 111 7.21% 4.8
State of Wyoming
2779
State of Wyoming
Wyoming
$607M +$6.82M +1% 1.85% 131% 1,928 31.95% 1.4
Bornite Capital Management
2780
Bornite Capital Management
New York
$607M +$10.6M +2% 0.05% 208% 59 71.19% 0.3
Brio Consultants
2781
Brio Consultants
California
$606M +$13.5M +2% 1.2% 42.7% 99 8.08% 2.7
Coppell Advisory Solutions
2782
Coppell Advisory Solutions
Texas
$606M – – 5.28% – 1,798 – 0.8
Iron Gate Global Advisors
2783
Iron Gate Global Advisors
Utah
$606M +$43.9M +8% 6.93% 106% 107 14.95% 3.3
Consolidated Planning Corp
2784
Consolidated Planning Corp
Georgia
$606M +$21.4M +4% 2.99% 84.6% 208 24.04% 1.7
Toews Corporation
2785
Toews Corporation
New Jersey
$606M +$30.6M +5% 0.13% 22% 19 21.05% 1.8
Strid Group
2786
Strid Group
Pennsylvania
$605M +$48.4M +9% 0.68% 50.4% 63 22.22% 3.1
Blue Edge Capital
2787
Blue Edge Capital
Virginia
$604M +$6.38M +1% 2.1% 67.4% 115 8.7% 5.4
Disciplina Capital Management
2788
Disciplina Capital Management
Tennessee
$604M +$10.9M +2% 1% 30% 57 0% 3.2
Abacus Wealth Partners
2789
Abacus Wealth Partners
California
$603M +$7.23M +1% 0.72% 46% 93 15.05% 1.9
EFL
2790
ERn Financial LLC
Wisconsin
$603M +$26.3M +5% 1.8% 55.9% 183 8.74% 2.9
HBW Advisory Services
2791
HBW Advisory Services
California
$603M +$67.9M +13% 0.23% 68.6% 377 31.03% 1.9
Technology Crossover Management XI
2792
Technology Crossover Management XI
California
$602M +$159M +36% 9.91% 112% 3 33.33% 0.7
Brandywine Trust
2793
Brandywine Trust
Delaware
$602M +$12.6M +2% 1.38% 32.7% 32 6.25% 7.4
New England Asset Management
2794
New England Asset Management
Connecticut
$602M -$43.4M -7% 0.52% 55.6% 119 26.05% 5.2
Jamison Private Wealth Management
2795
Jamison Private Wealth Management
Georgia
$602M +$10.3M +2% 3.06% 130% 544 18.2% 0.6
Granger Management
2796
Granger Management
New York
$600M +$99.2M +20% 2.68% 69.9% 23 8.7% 2.4
KWMG
2797
King Wealth Management Group
Florida
$600M +$29.6M +5% 5.34% 86% 149 4.7% 5.7
Graham Holdings Co Master Retirement Trust
2798
Graham Holdings Co Master Retirement Trust
Virginia
$599M -$15.3M -2% 2.42% 46% 2 0% 1.8
Bay Colony Advisors
2799
Bay Colony Advisors
Massachusetts
$599M +$31.1M +5% 3.24% 91.8% 450 14.89% 2.5
Elser Financial Planning
2800
Elser Financial Planning
Indiana
$599M – – 0.45% – 98 – 0