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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)
D.L. Carlson Investment Group
3026
D.L. Carlson Investment Group
New Hampshire
$518M +$5.95M +1% 4.32% 113% 152 18.42% 3.8
Carolinas Wealth Consulting
3027
Carolinas Wealth Consulting
North Carolina
$518M +$10.7M +2% 2.83% 24.6% 1,089 9.55% 2.6
Lawson Kroeker Investment Management
3028
Lawson Kroeker Investment Management
Nebraska
$518M -$9.6M -2% 1.62% 69.7% 90 6.67% 3.9
Black Diamond Financial
3029
Black Diamond Financial
Maryland
$518M +$148M +40% 1.42% 68.3% 142 21.13% 2.8
Hudson Edge Investment Partners
3030
Hudson Edge Investment Partners
New Jersey
$518M +$5.43M +1% 2.26% 68.6% 203 26.6% 3.4
Dorchester Wealth Management
3031
Dorchester Wealth Management
Quebec, Canada
$518M -$38.1M -7% 1.03% 18.3% 175 13.71% 4.7
Primavera Capital Management
3032
Primavera Capital Management
Cayman Islands
$518M -$97.7M -16% 14% 1.21% 4 25% 3.2
Leelyn Smith
3033
Leelyn Smith
Illinois
$517M +$17.9M +4% 2.4% 77.3% 131 10.69% 3.1
Artia Global Partners
3034
Artia Global Partners
Florida
$517M +$19.8M +4% 6.52% 725% 59 38.98% 0.5
Divergent Wealth Advisors
3035
Divergent Wealth Advisors
Utah
$517M +$17M +3% 1.96% 14.7% 33 6.06% 3
FRG Family Wealth Advisors
3036
FRG Family Wealth Advisors
Washington
$517M +$6.82M +1% 4.41% 76.4% 376 63.3% 6
Chemung Canal Trust
3037
Chemung Canal Trust
New York
$517M -$1.49M -0.3% 1.94% 80.9% 123 5.69% 7.1
SJS Investment Consulting
3038
SJS Investment Consulting
Ohio
$516M +$15.7M +3% 1.64% 69.4% 1,722 8.07% 1.9
Stablepoint Partners
3039
Stablepoint Partners
Massachusetts
$516M +$22.5M +5% 1.22% – 247 8.1% 0.5
Abacus Planning Group
3040
Abacus Planning Group
South Carolina
$516M +$3.92M +0.8% 0.55% 59.1% 226 11.5% 3.6
SA
3041
Strategic Advisors
New York
$515M +$8.32M +2% 4.49% 106% 209 7.66% 4.6
PWW
3042
Pettyjohn Wood & White
Virginia
$515M +$12.6M +2% 2.21% 70.9% 194 5.15% 6.2
Nalanda India Equity Fund
3043
Nalanda India Equity Fund
Mauritius
$515M -$26.1M -5% 1.02% 30.2% 2 0% 4.9
Human Investing
3044
Human Investing
Oregon
$514M +$16.4M +3% 1.39% 56.9% 97 8.25% 3.1
Radcliffe Capital Management
3045
Radcliffe Capital Management
Pennsylvania
$514M -$12.6M -2% 0.01% 4.8% 79 49.37% 0.9
AIM
3046
Aigen Investment Management
New York
$514M +$55.2M +12% 3.1% 55.5% 1,071 71.9% 0.2
Tufton Capital Management
3047
Tufton Capital Management
Maryland
$514M +$5.02M +1% 2.45% 96.1% 122 5.74% 7.5
Alpha Capital Management
3048
Alpha Capital Management
Texas
$514M +$1.25M +0.2% 1.92% 88% 121 9.09% 4
Evolution Wealth Advisors
3049
Evolution Wealth Advisors
Florida
$513M -$8.85M -2% 2.51% 84.5% 144 12.5% 2.3
Moody Aldrich Partners
3050
Moody Aldrich Partners
Massachusetts
$513M -$74.9M -13% 2.32% 336% 249 35.74% 1.2