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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
3201
D.L. Carlson Investment Group
New Hampshire
$596M +$47.3M +9% 8.97% 113% 147 17.69% 4.3
Requisite Capital Management
3202
Requisite Capital Management
Texas
$596M +$134M +29% 6.1% 41% 372 78.76% 0.4
AMCA
3203
Arthur M. Cohen & Associates
Illinois
$595M +$28.6M +5% 8.81% 129% 131 7.63% 5
Boston Standard Wealth Management
3204
Boston Standard Wealth Management
Massachusetts
$595M +$39.6M +7% 5.97% 47.1% 51 9.8% 5.5
MA Private Wealth
3205
MA Private Wealth
California
$595M +$35.7M +6% 6.67% 57.5% 83 7.23% 2.9
Light Street Capital Management
3206
Light Street Capital Management
California
$594M +$105M +21% 12.8% 377% 34 44.12% 1.1
Aspen Grove Capital
3207
Aspen Grove Capital
Colorado
$594M +$5.96M +1% 6.79% 90% 247 21.86% 1.8
FBT
3208
First Bank & Trust
South Dakota
$594M +$33.5M +6% 7.09% 85.6% 264 10.98% 3.8
Maia Wealth
3209
Maia Wealth
Colorado
$594M +$68.9M +13% 6.2% – 369 20.6% 1.1
Stone House Investment Management
3210
Stone House Investment Management
Pennsylvania
$594M +$49.5M +9% 6.41% 57.9% 768 38.8% 0.4
Brasada Capital Management
3211
Brasada Capital Management
Texas
$593M +$5.08M +0.9% 4.96% 76.5% 156 21.79% 2.6
Golden State Equity Partners
3212
Golden State Equity Partners
California
$593M +$52.9M +10% 8.37% – 484 17.36% 1.9
SilverOak Wealth Management
3213
SilverOak Wealth Management
Minnesota
$593M +$59.9M +11% 7.59% 77.8% 122 9.84% 1.4
V-Square Quantitative Management
3214
V-Square Quantitative Management
Illinois
$593M -$154M -21% 11.7% 111% 618 71.52% 2.2
PenderFund Capital Management
3215
PenderFund Capital Management
British Columbia, Canada
$593M +$170M +40% 13.9% 129% 250 52.8% 0.6
Knightsbridge Asset Management
3216
Knightsbridge Asset Management
California
$592M +$138M +30% 10.7% 150% 182 20.33% 2.2
12th Street Asset Management Company
3217
12th Street Asset Management Company
Tennessee
$591M +$9.48M +2% 7.16% 106% 31 6.45% 3.3
JCP
3218
JB Capital Partners
New York
$591M +$51.5M +10% 16.2% 142% 86 6.98% 3.4
Topsail Wealth Management
3219
Topsail Wealth Management
North Carolina
$591M +$43.6M +8% 6.17% – 261 9.58% 0.6
DTL
3220
Dynamic Technology Lab
Singapore
$590M -$146M -20% 2.97% 30.8% 1,295 72.12% 0.3
Conversant Capital
3221
Conversant Capital
New Jersey
$590M -$31.5M -5% 7.26% 228% 21 71.43% 0.7
Integrated Investment Consultants
3222
Integrated Investment Consultants
Michigan
$590M +$80.6M +16% 9.45% 70.2% 350 12.57% 3.3
Optas LLC
3223
Optas LLC
Texas
$589M +$62.9M +12% 11% 118% 429 24.01% 2
Te Ahumairangi Investment Management
3224
Te Ahumairangi Investment Management
New Zealand
$588M +$29.8M +5% 6.55% 55.5% 88 5.68% 3.9
Annandale Capital
3225
Annandale Capital
Texas
$588M -$734M -56% 3.87% 57.2% 134 14.93% 2.5