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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)
WAM
2926
Warberg Asset Management
Illinois
$643M +$37.8M +6% 2.03% 65.3% 241 49.79% 0.9
New England Asset Management
2927
New England Asset Management
Connecticut
$643M +$26.7M +4% 4.52% 55.6% 122 0% 5.6
Fortis Capital Management
2928
Fortis Capital Management
Washington
$642M +$128M +25% 18.2% 82% 185 23.24% 1.9
RenaissanceRe Holdings
2929
RenaissanceRe Holdings
Bermuda
$640M +$14.4M +2% 2.72% 40.8% 5 0% 3.4
Legacy Financial Advisors
2930
Legacy Financial Advisors
Kentucky
$640M +$42.2M +7% 10.3% 86.3% 416 31.49% 2.5
Sava Infond
2931
Sava Infond
Slovenia
$640M +$116M +22% 21.3% – 226 9.29% 0.5
CFO4Life Group
2932
CFO4Life Group
Texas
$640M +$45.4M +8% 8.07% 56.7% 245 16.73% 3.4
HoldCo Asset Management
2933
HoldCo Asset Management
Florida
$639M – – 1.92% – 24 – 2.3
United Capital Management of KS
2934
United Capital Management of KS
Kansas
$638M +$154M +32% 24.9% 272% 115 26.09% 2.4
Liberty Wealth Management
2935
Liberty Wealth Management
California
$638M +$115M +22% 10.1% 64.2% 239 36.4% 2
Oarsman Capital
2936
Oarsman Capital
Wisconsin
$638M +$81.1M +15% 8.89% 70.6% 255 10.2% 4
Nordwand Advisors
2937
Nordwand Advisors
Pennsylvania
$637M +$371M +139% 9.01% 93% 226 74.78% 0.6
O'Brien Wealth Partners
2938
O'Brien Wealth Partners
Massachusetts
$637M +$100M +19% 7.38% 56.7% 88 19.32% 3
Dudley & Shanley
2939
Dudley & Shanley
Florida
$637M +$1.74M +0.3% 6.84% 67.9% 36 0% 4.2
Physician Wealth Advisors
2940
Physician Wealth Advisors
Utah
$637M +$55.9M +10% 10.1% 79.9% 2,017 39.61% 0.6
Capital Advisors Wealth Management
2941
Capital Advisors Wealth Management
Washington
$636M +$70.3M +12% 8.8% 70.5% 195 9.23% 2.2
University of Texas/Texas AM Investment Management Co (UTIMCO)
2942
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$636M +$52.6M +9% 9.75% 68.3% 193 37.31% 1.1
Fourpath Capital Management
2943
Fourpath Capital Management
Oklahoma
$635M +$60.6M +11% 6.28% 82.1% 245 13.06% 1.5
Crews Bank & Trust
2944
Crews Bank & Trust
Florida
$635M +$49M +8% 6.15% – 641 8.58% 0.5
Human Investing
2945
Human Investing
Oregon
$635M +$67M +12% 8.17% 56.9% 98 9.18% 3.6
Canal Capital Management
2946
Canal Capital Management
Virginia
$634M +$37M +6% 8.48% 67.8% 198 23.23% 3.7
Algebris (UK)
2947
Algebris (UK)
United Kingdom
$634M +$84.3M +15% 5.67% 24.5% 51 33.33% 0.7
Titan Global Capital Management USA
2948
Titan Global Capital Management USA
New York
$634M +$149M +31% 22.7% 191% 62 11.29% 2.2
LexAurum Advisors
2949
LexAurum Advisors
Kansas
$633M +$112M +21% 7.2% – 376 11.97% 3
Cannon Financial Strategists
2950
Cannon Financial Strategists
Georgia
$633M +$50.6M +9% 7.82% 56.7% 106 15.09% 3.3