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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)
Running Oak Capital
3176
Running Oak Capital
Minnesota
$390M -$17.9M -4% 3.39% 32.7% 57 0% 2.4
AMCA
3177
Arthur M. Cohen & Associates
Illinois
$390M -$12.6M -3% 1.36% 129% 141 12.06% 4.5
KI
3178
Kensington Investments
Netherlands
$390M +$88.2M +29% 26% – 1 0% 0.8
Element Pointe Advisors
3179
Element Pointe Advisors
Florida
$390M +$1.14M +0.3% 2.45% 75.1% 80 8.75% 2.3
Oliver Luxxe Assets
3180
Oliver Luxxe Assets
New Jersey
$389M -$11.7M -3% 1.36% 137% 184 23.37% 2.7
Truxt Investmentos
3181
Truxt Investmentos
Brazil
$389M -$10.5M -3% 1.86% – 27 51.85% 0.6
Ellis Investment Partners
3182
Ellis Investment Partners
Pennsylvania
$389M -$19.5M -5% 2.97% 70.8% 220 8.64% 3.9
Physician Wealth Advisors
3183
Physician Wealth Advisors
Utah
$389M -$14.1M -4% 3.82% 79.9% 156 8.97% 2.9
TAP Consulting
3184
TAP Consulting
Missouri
$389M -$19M -5% 2.97% 3.08% 155 23.23% 1.9
Partners in Financial Planning
3185
Partners in Financial Planning
Virginia
$389M -$4.21M -1% 3.67% 38.9% 98 6.12% 1.9
JT Stratford LLC
3186
JT Stratford LLC
Georgia
$388M +$16M +4% 2.44% 103% 253 19.37% 2.4
AXS Investments
3187
AXS Investments
New York
$387M +$12.7M +3% 1.22% 104% 492 41.46% 0.9
Vanderbilt University
3188
Vanderbilt University
Tennessee
$387M -$3.31M -0.8% 4.34% 61.8% 63 41.27% 1
Kora Management
3189
Kora Management
New York
$387M +$15.5M +4% 7.97% 307% 6 16.67% 1.7
IMA Advisory Services
3190
IMA Advisory Services
Colorado
$387M -$2.25M -0.6% 2.21% 74.5% 301 8.97% 3.9
SevenBridge Financial Group
3191
SevenBridge Financial Group
Pennsylvania
$387M -$333K -0.1% 2.94% 93.2% 192 12.5% 4.1
Ethos Financial Group
3192
Ethos Financial Group
Pennsylvania
$387M +$90.6M +31% 1.43% 63% 200 35.5% 0.5
Perseverance Asset Management International
3193
Perseverance Asset Management International
Cayman Islands
$386M +$55.4M +17% 13.9% 120% 17 29.41% 1
Ellenbecker Investment Group
3194
Ellenbecker Investment Group
Wisconsin
$386M -$10.2M -3% 4.08% 56.3% 103 12.62% 3.2
PPP
3195
Private Portfolio Partners
New Jersey
$386M -$3.78M -1% 3.33% 16.9% 266 12.03% 3.1
HM
3196
HCEP Management
Hong Kong
$386M -$141M -27% 6.64% 182% 18 50% 0.7
Capco Asset Management
3197
Capco Asset Management
Florida
$386M -$2.88M -0.7% 0.65% 46.1% 20 0% 4.6
Diversified
3198
Diversified
Delaware
$385M -$7.22M -2% 3.08% 34.4% 149 10.07% 1.8
PS
3199
Presima Securities
Quebec, Canada
$385M +$20.9M +6% 6.14% 10.3% 48 4.17% 4.2
Iowa State Bank
3200
Iowa State Bank
Iowa
$385M -$13.1M -3% 2.52% 85.7% 110 2.73% 5.6