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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)
Advisory Research
3076
Advisory Research
Illinois
$503M -$145M -22% 9.89% 144% 344 58.14% 3
Atlas Venture Advisors
3077
Atlas Venture Advisors
Massachusetts
$503M -$66.3M -12% 1.34% 34.6% 5 0% 4.3
PWW
3078
Pettyjohn Wood & White
Virginia
$502M +$40.7M +9% 8.38% 70.9% 188 5.32% 6.1
JT Stratford LLC
3079
JT Stratford LLC
Georgia
$502M +$65M +15% 10.4% 103% 288 27.78% 2.4
NM
3080
Newtyn Management
New York
$502M -$7.38M -1% 3.04% 52% 52 30.77% 1.9
Dimension Capital Management
3081
Dimension Capital Management
Florida
$501M +$20.7M +4% 7.37% 65.5% 124 18.55% 3.1
Klaas Financial Asset Advisors
3082
Klaas Financial Asset Advisors
Illinois
$501M +$22M +5% 4.06% 39.5% 46 0% 2.5
Peninsula Wealth
3083
Peninsula Wealth
California
$501M +$16.6M +3% 7.09% 30% 97 16.49% 2.2
Greystone Financial Group
3084
Greystone Financial Group
Michigan
$501M +$69.1M +16% 5.72% 79.3% 120 26.67% 1
ADW Capital Management
3085
ADW Capital Management
Florida
$501M +$55.2M +12% 6.66% 78.2% 6 0% 3.8
RGREA
3086
Ranger Global Real Estate Advisors
Colorado
$501M +$13.1M +3% 4.43% 18% 29 3.45% 2.3
TBH Global Asset Management
3087
TBH Global Asset Management
Tennessee
$501M +$10.7M +2% 6.96% 83.3% 248 16.94% 2.1
Granger Management
3088
Granger Management
New York
$501M +$226M +82% 8.62% 69.9% 28 28.57% 2.4
SJS Investment Consulting
3089
SJS Investment Consulting
Ohio
$501M +$58.5M +13% 9.14% 69.4% 1,699 7.95% 1.8
Blue Owl Capital Holdings
3090
Blue Owl Capital Holdings
New York
$501M +$82.2M +20% 29.2% 145% 49 20.41% 0.6
Divergent Wealth Advisors
3091
Divergent Wealth Advisors
Utah
$500M +$22.1M +5% 5.59% 14.7% 36 11.11% 2.6
Montecito Bank & Trust
3092
Montecito Bank & Trust
California
$500M +$35M +8% 11.2% – 272 11.4% 5.3
Wedgewood Partners
3093
Wedgewood Partners
Missouri
$500M +$24.6M +5% 12.5% 78.1% 20 5% 5.1
GC Wealth Management RIA
3094
GC Wealth Management RIA
Massachusetts
$500M +$278M +125% 9.8% 91.5% 289 29.07% 0.2
Leelyn Smith
3095
Leelyn Smith
Illinois
$500M +$43M +9% 8.22% 86% 133 14.29% 2.9
Manitou Investment Management
3096
Manitou Investment Management
Ontario, Canada
$499M +$38.8M +8% 9.79% 69.3% 58 12.07% 3.1
ICA Group Wealth Management
3097
ICA Group Wealth Management
Colorado
$499M +$50.8M +11% 8.65% – 1,436 12.67% 0.5
CFM Wealth Partners
3098
CFM Wealth Partners
Texas
$498M +$56.2M +13% 16.9% 175% 164 9.15% 3.1
PAX Financial Group
3099
PAX Financial Group
Texas
$498M +$13.8M +3% 5.87% 56% 249 26.1% 2.1
Swiss Re
3100
Swiss Re
Switzerland
$498M +$496M +33,033% 9.96% – 2 50% 0.9