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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)
Strid Group
2976
Strid Group
Pennsylvania
$495M +$16.3M +3% 5.12% 55.2% 54 16.67% 3.2
TFC Financial Management
2977
TFC Financial Management
Massachusetts
$495M +$75.6M +18% 9.61% 66.9% 743 20.86% 2.2
MayTech Global Investments
2978
MayTech Global Investments
New York
$494M +$64.8M +15% 16.9% 158% 31 9.68% 3.4
Logan Stone Capital
2979
Logan Stone Capital
Illinois
$494M +$129M +35% 11.9% 43.9% 185 38.92% 0.7
Chatham Capital Group
2980
Chatham Capital Group
Georgia
$494M +$45.8M +10% 10.3% 97% 188 6.38% 5.4
Fourthstone LLC
2981
Fourthstone LLC
Missouri
$494M +$53.2M +12% 32.2% 104% 106 45.28% 1
George Kaiser Family Foundation
2982
George Kaiser Family Foundation
Oklahoma
$494M -$36.8M -7% 11.3% 106% 41 53.66% 2.8
Virtue Capital Management
2983
Virtue Capital Management
Tennessee
$493M -$94M -16% 9.01% 97.9% 434 36.18% 1.6
Columbia Asset Management
2984
Columbia Asset Management
Michigan
$493M +$40.3M +9% 12.1% 94.1% 168 5.36% 6.1
Ramirez Asset Management
2985
Ramirez Asset Management
New York
$493M +$28.2M +6% 7.95% 86.8% 404 11.63% 0.2
FRG Family Wealth Advisors
2986
FRG Family Wealth Advisors
Washington
$493M +$50.4M +11% 13.5% 76.4% 146 8.22% 5.5
Capital Advantage
2987
Capital Advantage
California
$493M +$26.3M +6% 7.02% 49.2% 43 9.3% 5
Pacific Ridge Capital Partners
2988
Pacific Ridge Capital Partners
Oregon
$492M +$61.1M +14% 19.5% 149% 142 7.75% 5.2
Academy Capital Management
2989
Academy Capital Management
Texas
$492M +$20.6M +4% 11.5% 71.2% 35 11.43% 3.2
Eagle Health Investments
2990
Eagle Health Investments
Connecticut
$492M +$38.3M +8% 15.7% 241% 25 20% 1.8
Winslow Asset Management
2991
Winslow Asset Management
Ohio
$492M +$60M +14% 15% 89.9% 77 7.79% 6.6
Twin Focus Capital Partners
2992
Twin Focus Capital Partners
Massachusetts
$492M +$46.4M +10% 9.71% 92.5% 175 15.43% 4.5
D.L. Carlson Investment Group
2993
D.L. Carlson Investment Group
New Hampshire
$491M -$4.74M -1% 12.8% 113% 158 29.11% 3.7
Alpine Investment Management
2994
Alpine Investment Management
Hong Kong
$491M -$8.82M -2% 1.76% 33.7% 16 75% 0.3
TFO Wealth Partners
2995
TFO Wealth Partners
Ohio
$491M +$12.8M +3% 10.7% 63.6% 1,118 17.89% 1
Versor Investments
2996
Versor Investments
New York
$491M -$3.25M -0.7% 16.5% 240% 909 54.24% 0.5
Multicoin Capital Management
2997
Multicoin Capital Management
Texas
$491M – – 56.5% – 3 – 0
Ramsay Stattman Vela & Price
2998
Ramsay Stattman Vela & Price
Colorado
$491M +$29.5M +6% 8.69% 81.8% 80 5% 6.4
Fosun International
2999
Fosun International
China
$491M -$132M -21% 0.96% 41.3% 71 39.44% 2.2
Pacific Global Investment Management
3000
Pacific Global Investment Management
California
$491M +$35.6M +8% 10.4% 48% 222 9.46% 5.9