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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)
Summit Wealth Partners
3101
Summit Wealth Partners
Florida
$354M -$19.1M -5% 4.47% 44.9% 169 11.83% 1.9
ST
3102
Skorpios Trust
Cyprus
$354M +$115M +48% 121% 174% 4 0% 0.8
Sycomore Asset Management
3103
Sycomore Asset Management
France
$354M -$72.3M -17% 3.86% 163% 126 19.84% 1.2
CM
3104
Capital Management
Virginia
$354M -$50.3M -12% 10.5% 52.5% 73 8.22% 3.9
MRCM
3105
M&R Capital Management
New Jersey
$354M -$28.3M -7% 3.77% 52.6% 463 4.32% 5.1
Psagot Value Holdings
3106
Psagot Value Holdings
Israel
$354M -$73.4M -17% 5.3% 45.9% 408 34.56% 2.6
Inscription Capital
3107
Inscription Capital
Texas
$354M -$201M -36% 1.23% – 257 28.02% 1.7
Steadview Capital Management
3108
Steadview Capital Management
United Kingdom
$354M -$44.9M -11% 5.02% 930% 14 21.43% 1.3
P/E Global LLC
3109
P/E Global LLC
Massachusetts
$354M -$6.3M -2% 5.25% 40.8% 1 0% 0.5
Vectors Research Management
3110
Vectors Research Management
New York
$354M -$40.7M -10% 2.16% 67.3% 524 73.85% 3.3
Alera Investment Advisors
3111
Alera Investment Advisors
Illinois
$353M -$4.07M -1% 5.41% 28.9% 190 13.68% 1.5
Bornite Capital Management
3112
Bornite Capital Management
New York
$353M +$48.5M +16% 1.18% 208% 31 80.65% 0.2
Horst & Graben Wealth Management
3113
Horst & Graben Wealth Management
Oregon
$353M -$15.6M -4% 6.28% 55.1% 132 7.58% 1.9
Mitchell Capital Management
3114
Mitchell Capital Management
Kansas
$352M -$4.57M -1% 2.38% 219% 130 10% 3
Total Wealth Planning
3115
Total Wealth Planning
Ohio
$352M +$6.57M +2% 4.83% 37.2% 89 17.98% 1.6
Overbrook Management Corp
3116
Overbrook Management Corp
New York
$352M +$5.98M +2% 3.62% 157% 93 21.51% 4
Ackerman Capital Advisors
3117
Ackerman Capital Advisors
Texas
$352M -$19.6M -5% 6.02% 40.4% 113 19.47% 2.1
Parkman Healthcare Partners
3118
Parkman Healthcare Partners
Connecticut
$352M +$80.2M +30% 14.7% 306% 100 35% 0.9
Iowa State Bank
3119
Iowa State Bank
Iowa
$352M -$25.2M -7% 6.41% 85.7% 122 15.57% 4.9
Howard Hughes Medical Institute
3120
Howard Hughes Medical Institute
Maryland
$352M +$167M +90% 4.3% 70.9% 40 52.5% 3.1
St Louis Trust
3121
St Louis Trust
Missouri
$352M -$111M -24% 6.51% 71.4% 105 26.67% 3.9
III
3122
Independent Investors Inc
New York
$352M -$17.8M -5% 3.29% 61.6% 69 5.8% 7.4
Peak Asset Management
3123
Peak Asset Management
Colorado
$351M -$14.5M -4% 4.8% 70.1% 146 13.01% 4.7
CRB
3124
Chad R. Baker
$351M -$8.5M -2% 1.32% 123% 50 0% 5.1
PPP
3125
Private Portfolio Partners
New Jersey
$351M -$7.83M -2% 5.64% 16.9% 289 17.65% 2.3