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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)
American Money Management
3201
American Money Management
California
$401M +$24.4M +6% 5.13% 65% 139 5.76% 3.9
Alpha Capital Management
3202
Alpha Capital Management
Texas
$400M -$77.7K -0% 7.23% 88% 105 0.95% 4.2
Truxt Investmentos
3203
Truxt Investmentos
Brazil
$400M +$121M +44% 52% – 21 38.1% 0.8
Point72 Hong Kong
3204
Point72 Hong Kong
Hong Kong
$400M -$10.6M -3% 12.4% 396% 57 68.42% 0.3
ICA Group Wealth Management
3205
ICA Group Wealth Management
Colorado
$399M -$20.3M -5% 6.12% – 1,438 18.64% 0.6
Summit Wealth Partners
3206
Summit Wealth Partners
Florida
$399M +$9.6M +2% 4.3% 44.9% 192 8.33% 2.2
Iowa State Bank
3207
Iowa State Bank
Iowa
$398M -$553K -0.1% 4.5% 85.7% 115 6.96% 5.3
SJS Investment Consulting
3208
SJS Investment Consulting
Ohio
$398M +$31.5M +9% 6.26% 69.4% 1,636 6.11% 1.2
Rhino Investment Partners
3209
Rhino Investment Partners
Pennsylvania
$398M +$28.1M +8% 8.33% 110% 37 48.65% 0.8
Beryl Capital Management
3210
Beryl Capital Management
California
$397M +$270M +213% 46% 3,932% 34 91.18% 0
Independent Solutions Wealth Management
3211
Independent Solutions Wealth Management
New York
$397M +$58.1M +17% 6.91% 112% 236 18.22% 2.3
Cisco Systems
3212
Cisco Systems
California
$397M +$62.2M +19% 7.57% 210% 5 60% 0.7
American Assets Capital Advisers
3213
American Assets Capital Advisers
California
$397M -$31.4M -7% 1.55% 73.5% 37 13.51% 2.8
Ellenbecker Investment Group
3214
Ellenbecker Investment Group
Wisconsin
$396M +$29.1M +8% 6.03% 56.3% 95 5.26% 3.1
Inlet Private Wealth
3215
Inlet Private Wealth
Florida
$396M +$11.8M +3% 4.92% 111% 136 8.09% 3.3
Investors Research Corp
3216
Investors Research Corp
Georgia
$396M +$11.2M +3% 3.4% 62.1% 1,142 6.04% 3.4
Liquid Strategies
3217
Liquid Strategies
Georgia
$396M +$28.3M +8% 4.89% 46.8% 16 56.25% 1.3
Brickley Wealth Management
3218
Brickley Wealth Management
California
$396M +$31M +9% 6.05% 62.6% 41 7.32% 3.1
Martin & Co
3219
Martin & Co
Tennessee
$396M +$7.25M +2% 5.41% 67.8% 108 0.93% 8.1
Raine Capital
3220
Raine Capital
New York
$395M -$103M -21% 3.93% 119% 15 66.67% 2.4
Park Presidio Capital
3221
Park Presidio Capital
California
$395M -$7.83M -2% 16.6% 94.1% 11 18.18% 4.1
Arosa Capital Management
3222
Arosa Capital Management
Florida
$395M -$244M -38% 2.6% 536% 74 59.46% 0.4
FBT
3223
First Bank & Trust
South Dakota
$395M +$16.5M +4% 4.49% 85.6% 204 11.27% 3.7
Pacific Capital Wealth Advisors
3224
Pacific Capital Wealth Advisors
California
$394M +$5.78M +1% 3.78% 54.1% 88 26.14% 2.1
Miramar Capital
3225
Miramar Capital
Illinois
$394M +$5.44M +1% 3.01% 47.3% 92 27.17% 2.4