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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)
HA
2851
Harbor Advisors
Florida
$467M -$3.7M -0.8% 1.9% 125% 168 10.12% 4.3
ORIX Corp
2852
ORIX Corp
Japan
$467M -$70.4M -13% 13.1% 11.7% 1 0% 5.8
P.J. Schmidt Investment Management (PJS)
2853
P.J. Schmidt Investment Management (PJS)
Wisconsin
$467M -$36.5M -7% 3.46% 65.9% 173 5.2% 5.2
Capital Advantage
2854
Capital Advantage
California
$467M -$13M -3% 2.63% 49.2% 47 19.15% 4.6
Sendero Wealth Management
2855
Sendero Wealth Management
Texas
$466M +$8.27M +2% 1.12% 99.2% 159 10.06% 0.8
AA
2856
Ancient Art
Texas
$466M -$6.08M -1% 0.45% 168% 20 25% 2.1
Hunter Perkins Capital Management
2857
Hunter Perkins Capital Management
Illinois
$466M -$3.12M -0.7% 3.84% 58% 141 21.99% 1.4
MA
2858
Madrone Advisors
California
$465M -$108M -19% 20.5% 10.4% 8 12.5% 0.7
Ramirez Asset Management
2859
Ramirez Asset Management
New York
$465M – – 0.2% 86.8% 381 – 0
B.O.S.S. Retirement Advisors
2860
B.O.S.S. Retirement Advisors
Utah
$465M -$5.6M -1% 3.55% 78.2% 253 13.04% 0.6
J.P. Marvel Investment Advisors
2861
J.P. Marvel Investment Advisors
Massachusetts
$464M -$14.7M -3% 0.87% 183% 70 1.43% 5.9
State of Wyoming
2862
State of Wyoming
Wyoming
$464M +$122M +36% 1.76% 135% 1,879 33.42% 1.1
Soundwatch Capital
2863
Soundwatch Capital
Connecticut
$464M +$71.1M +18% 3.78% 68.6% 38 34.21% 0.9
Lathrop Investment Management
2864
Lathrop Investment Management
Arkansas
$464M -$28M -6% 3.04% 72.2% 83 4.82% 6
High Probability Advisors
2865
High Probability Advisors
New York
$464M -$2.1M -0.5% 3.29% 52.6% 51 7.84% 2
Parker Investment Management
2866
Parker Investment Management
California
$463M -$157M -25% 1.5% 208% 31 16.13% 3.3
Center for Financial Planning
2867
Center for Financial Planning
Michigan
$463M -$13.5M -3% 3.78% 64.4% 581 12.39% 2.9
Ramsay Stattman Vela & Price
2868
Ramsay Stattman Vela & Price
Colorado
$462M -$29.2M -6% 3.87% 81.8% 81 4.94% 6.2
Falcon Wealth Planning
2869
Falcon Wealth Planning
California
$461M +$12.2M +3% 3.78% 52.7% 114 10.53% 1.8
EFL
2870
ERn Financial LLC
Wisconsin
$461M -$16.8M -4% 3.96% 61.2% 176 10.8% 2.5
Kavar Capital Partners Group
2871
Kavar Capital Partners Group
Kansas
$461M -$8.38M -2% 2.42% 77.2% 162 14.2% 4.6
HeadInvest LLC
2872
HeadInvest LLC
Maine
$460M -$3.63M -0.8% 2.76% 59.1% 750 69.73% 1.6
Pinkerton Retirement Specialists
2873
Pinkerton Retirement Specialists
Idaho
$460M -$46M -9% 3.45% 98% 163 32.52% 2.3
Glynn Capital Management
2874
Glynn Capital Management
California
$460M +$9.5M +2% 1.46% 252% 44 6.82% 5.8
Silver Oak Securities
2875
Silver Oak Securities
Tennessee
$460M -$162M -26% 2.97% 73.4% 512 30.66% 0.8