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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)
Technology Crossover Management X
2776
Technology Crossover Management X
California
$781M -$221M -22% 19.5% 73.1% 6 0% 4.1
RTM
2777
RH Tailwind Management
Pennsylvania
$781M +$152M +24% 20.1% – 99 77.78% 0.1
SCHF (GPE)
2778
SCHF (GPE)
Wyoming
$781M -$3.98M -0.5% 0.99% – 5 40% 0.8
United Bank (Virginia)
2779
United Bank (Virginia)
Virginia
$781M +$23.7M +3% 6.75% 76.1% 133 12.78% 6.2
Biondo Investment Advisors
2780
Biondo Investment Advisors
Pennsylvania
$780M -$47.2M -6% 3.09% 83.4% 93 19.35% 5.9
Lifeworks Advisors
2781
Lifeworks Advisors
Michigan
$779M +$7.1M +0.9% 3.88% 80.4% 352 22.73% 2.1
FSM Wealth Advisors
2782
FSM Wealth Advisors
Ohio
$778M +$47.2M +6% 0.38% 68.4% 331 11.78% 1.9
TCP Asset Management
2783
TCP Asset Management
Ohio
$778M +$184M +31% 0.77% 65% 143 29.37% 1.6
AXQ Capital
2784
AXQ Capital
New Jersey
$777M +$334M +75% 2.08% 35.5% 1,320 73.11% 0.2
Nottingham Advisors
2785
Nottingham Advisors
New York
$777M +$59.3M +8% 0.33% 47.6% 120 16.67% 4.7
First Pacific Financial
2786
First Pacific Financial
Washington
$777M +$10.7M +1% 0.11% 53.6% 681 31.13% 1.5
BlueSky Wealth Advisors
2787
BlueSky Wealth Advisors
North Carolina
$777M +$18.2M +2% 0.44% 45.9% 118 36.44% 2.3
Permanens Capital
2788
Permanens Capital
New York
$776M +$9.49M +1% 1.62% 76.9% 99 30.3% 1.2
Twin Capital Management
2789
Twin Capital Management
Pennsylvania
$776M -$30M -4% 0.95% 132% 298 24.5% 4.1
BPIM
2790
Brant Point Investment Management
New York
$776M -$47.2M -6% 6.91% 169% 164 43.29% 2.9
Cardinal Capital Management Inc (North Carolina)
2791
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776M +$20.6M +3% 4.98% 86.4% 136 2.21% 8.8
WoodTrust Financial
2792
WoodTrust Financial
Wisconsin
$775M -$82M -10% 0.45% 80.3% 192 15.63% 3.2
Planning Alternatives
2793
Planning Alternatives
Michigan
$775M -$19.2M -2% 2.07% 69.6% 120 25.83% 3.5
Gilbert & Cook
2794
Gilbert & Cook
Iowa
$774M -$21.3M -3% 1.82% 63.2% 232 9.91% 3.8
Bernicke Wealth Management
2795
Bernicke Wealth Management
Wisconsin
$774M -$4.47M -0.6% 1.1% – 106 8.49% 3.5
KFG Wealth Management
2796
KFG Wealth Management
Indiana
$774M +$26M +3% 1.68% 55.9% 224 8.48% 1.9
Sylebra Capital
2797
Sylebra Capital
California
$774M -$380M -33% 23.4% 362% 12 16.67% 2.2
Thompson Investment Management
2798
Thompson Investment Management
Wisconsin
$773M -$24.2M -3% 0.17% 100% 540 10.93% 4
Valley National Advisers
2799
Valley National Advisers
Pennsylvania
$773M +$51M +7% 0.73% 87.2% 952 13.55% 5.3
Pilgrim Global Advisors
2800
Pilgrim Global Advisors
Nevada
$772M +$233M +43% 56.4% – 3 0% 1.9