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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)
Gilbert & Cook
2801
Gilbert & Cook
Iowa
$869M +$94.7M +12% 13% 63.2% 238 10.92% 3.8
Tran Capital Management
2802
Tran Capital Management
California
$869M +$140M +19% 34.3% 173% 78 24.36% 3
Nicola Wealth Management
2803
Nicola Wealth Management
British Columbia, Canada
$868M +$35.4M +4% 8.23% 56.1% 67 16.42% 2.8
Hunter Associates Investment Management
2804
Hunter Associates Investment Management
Pennsylvania
$868M +$112M +15% 18.7% 81.7% 298 9.4% 4.7
CRA Financial Services
2805
CRA Financial Services
New Jersey
$868M +$97.5M +13% 15.2% 91.9% 324 9.57% 3.7
Fractal Investments
2806
Fractal Investments
Connecticut
$867M +$21.9M +3% 3.97% 74.2% 91 23.08% 2.3
Freedom Together Foundation
2807
Freedom Together Foundation
New York
$867M +$105M +14% 13.8% – 2 0% 1.5
LM Advisors
2808
LM Advisors
California
$866M +$148M +21% 18.7% – 231 11.26% 1.8
Parkway Wealth Management
2809
Parkway Wealth Management
Texas
$866M +$75.6M +10% 22.8% – 157 19.11% 0.4
LexAurum Advisors
2810
LexAurum Advisors
Kansas
$866M +$94.6M +12% 10.2% – 440 12.95% 3.2
LCM
2811
Lynx1 Capital Management
Puerto Rico
$866M +$233M +37% 48.1% 883% 29 27.59% 0.9
Valliance Asset Management
2812
Valliance Asset Management
Hong Kong
$864M +$742M +609% 252% 2,198% 13 84.62% 0.1
Baxter Bros Inc
2813
Baxter Bros Inc
Connecticut
$864M +$54.2M +7% 9.61% 73.8% 184 16.3% 6
D'Orazio & Associates
2814
D'Orazio & Associates
Virginia
$864M +$91.9M +12% 15.2% 61.2% 345 19.71% 3.1
Berman McAleer
2815
Berman McAleer
Maryland
$864M +$131M +18% 13.7% – 182 14.84% 0.6
New England Asset Management
2816
New England Asset Management
Connecticut
$863M +$77.2M +10% 8.61% 55.6% 133 27.07% 5.5
BlueSky Wealth Advisors
2817
BlueSky Wealth Advisors
North Carolina
$863M +$86.8M +11% 9.84% 45.9% 129 24.81% 2.6
Curated Wealth Partners
2818
Curated Wealth Partners
California
$863M +$69.7M +9% 10.1% 39.9% 271 26.94% 1
University of Texas/Texas AM Investment Management Co (UTIMCO)
2819
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$863M +$176M +26% 17.9% 68.3% 464 44.18% 0.7
HP
2820
Hound Partners
New York
$863M +$63.5M +8% 20.2% 19.7% 45 51.11% 0.9
EQT Fund Management
2821
EQT Fund Management
Luxembourg
$863M -$158M -15% 12.7% – 5 0% 0.6
Bernicke Wealth Management
2822
Bernicke Wealth Management
Wisconsin
$861M +$87.3M +11% 10% – 113 10.62% 3.4
Ellenbecker Investment Group
2823
Ellenbecker Investment Group
Wisconsin
$860M +$117M +16% 11.4% 56.3% 155 17.42% 3.7
PSG Equity
2824
PSG Equity
Massachusetts
$860M -$117M -12% 12% 13.7% 1 0% 4.5
Foundation Resource Management
2825
Foundation Resource Management
Arkansas
$860M -$28.8M -3% 1.32% 84.5% 57 5.26% 8.1