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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)
EWA
3026
ERTS Wealth Advisors
Michigan
$413M +$26.9M +7% 5.16% 39.3% 93 5.38% 2.8
FinTrust Capital Advisors
3027
FinTrust Capital Advisors
South Carolina
$413M -$1.4M -0.3% 3.88% 23.6% 1,193 1.17% 2.8
Sector Gamma AS
3028
Sector Gamma AS
Norway
$412M -$24.9M -6% 0.22% 35.3% 32 6.25% 3
Hamilton Point Investment Advisors
3029
Hamilton Point Investment Advisors
North Carolina
$412M +$49.2M +14% 4.8% 86.8% 145 48.28% 2.9
Callan Family Office
3030
Callan Family Office
Pennsylvania
$412M +$102M +33% 6.16% 93.4% 160 40.63% 0.2
Human Investing
3031
Human Investing
Oregon
$412M +$18.8M +5% 4.7% 56.9% 107 13.08% 2.3
Geisinger Health
3032
Geisinger Health
Pennsylvania
$412M -$225K -0.1% 4.46% – 5 0% 0.3
NBW Capital
3033
NBW Capital
Massachusetts
$412M +$20.2M +5% 6.92% 86% 116 18.97% 3.3
Rowlandmiller & Partners
3034
Rowlandmiller & Partners
Georgia
$411M +$7.46M +2% 3.64% 84% 183 5.46% 5
Realta Investment Advisors
3035
Realta Investment Advisors
Delaware
$411M +$1.2M +0.3% 10% 151% 870 53.79% 2.5
MA Private Wealth
3036
MA Private Wealth
California
$411M -$3.23M -0.8% 5.84% 57.5% 84 27.38% 2.4
CFMC
3037
Curbstone Financial Management Corp
New Hampshire
$411M +$11.2M +3% 5.26% 69.6% 178 2.81% 6.2
Bedel Financial Consulting
3038
Bedel Financial Consulting
Indiana
$411M +$8.48M +2% 2.51% 104% 237 9.7% 3.7
Howard Financial Services
3039
Howard Financial Services
Texas
$410M +$29.7M +8% 4.62% 55.9% 155 16.13% 2.2
Advanced Asset Management Advisors
3040
Advanced Asset Management Advisors
Ohio
$410M +$10.9M +3% 6.22% 93.6% 246 62.2% 3.6
Point72 Hong Kong
3041
Point72 Hong Kong
Hong Kong
$410M +$105M +35% 21.1% 396% 53 69.81% 0.4
Strategy Asset Managers
3042
Strategy Asset Managers
California
$410M +$16.6M +4% 4.75% 115% 281 25.98% 2.2
OP
3043
ORG Partners
Indiana
$410M – – 6.37% 69.5% 134 – 0
Light Street Capital Management
3044
Light Street Capital Management
California
$410M +$142M +53% 43.8% 377% 35 60% 0.9
Benjamin Edwards Inc
3045
Benjamin Edwards Inc
Missouri
$410M +$29.5M +8% 5.8% 66.5% 784 16.45% 1.9
Relyea Zuckerberg Hanson
3046
Relyea Zuckerberg Hanson
Connecticut
$410M +$59.6M +17% 9.24% 95.9% 190 14.21% 2
Peak Asset Management
3047
Peak Asset Management
Colorado
$409M +$25.6M +7% 6% 70.1% 149 12.08% 4.8
PWW
3048
Pettyjohn Wood & White
Virginia
$409M +$7.94M +2% 3.74% 70.9% 174 4.02% 5.8
Vanderbilt University
3049
Vanderbilt University
Tennessee
$409M +$20.9M +5% 4.26% 76.4% 51 37.25% 0.8
Standard General
3050
Standard General
New York
$409M -$44.9M -10% 8.64% 259% 5 0% 4.6