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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)
Wealth Alliance
3226
Wealth Alliance
New York
$253M +$67.7M +36% 20.9% 75.7% 324 35.49% 0.2
TCM
3227
Tao Capital Management
California
$253M +$40M +19% 49.1% 314% 4 0% 0.5
Point Break Capital Management
3228
Point Break Capital Management
Florida
$253M +$152M +151% 142% – 22 36.36% 0.6
Bender Robert & Associates
3229
Bender Robert & Associates
California
$253M +$65.2M +35% 40.1% 146% 47 6.38% 5.6
Running Oak Capital
3230
Running Oak Capital
Minnesota
$253M +$22.1M +10% 19.2% 32.7% 71 33.8% 0.4
Anfield Capital Management
3231
Anfield Capital Management
California
$253M +$80.5M +47% 16.5% 65.3% 108 19.44% 0.4
Trivium Point Advisory
3232
Trivium Point Advisory
Connecticut
$253M +$58.2M +30% 25.7% 106% 172 27.33% 1
AH Equity Partners III (Parallel)
3233
AH Equity Partners III (Parallel)
California
$253M +$47.1M +23% 22.9% 33.1% 1 0% 1.3
CNA Financial
3234
CNA Financial
Illinois
$252M +$15.1M +6% 31.1% 48.6% 213 68.54% 0.4
TBH Global Asset Management
3235
TBH Global Asset Management
Tennessee
$252M +$16.2M +7% 19.6% 70.7% 176 29.55% 0.4
FinTrust Capital Advisors
3236
FinTrust Capital Advisors
South Carolina
$252M +$45.6M +22% 19.8% 23.6% 1,205 18.42% 1.2
FCA
3237
FLC Capital Advisors
California
$252M +$36.9M +17% 14.4% 59.3% 137 27.01% 1
Sunflower Bank
3238
Sunflower Bank
Texas
$252M – – 13% 42.7% 104 – 0
Cartica Management
3239
Cartica Management
District of Columbia
$252M +$130M +106% 80.5% 92.9% 7 28.57% 0.6
180 Wealth Advisors
3240
180 Wealth Advisors
Washington
$252M +$59M +31% 20.6% 136% 277 26.35% 1.5
Chesapeake Wealth Management
3241
Chesapeake Wealth Management
Virginia
$251M +$34.8M +16% 16.7% 65.9% 191 12.04% 1.7
RHFI
3242
Reilly Herbert Faulkner III
$251M +$44.2M +21% 21.5% 80.6% 47 6.38% 4.9
One Day In July LLC
3243
One Day In July LLC
Vermont
$251M +$35.4M +16% 11.7% 48.2% 45 11.11% 1.1
Schnieders Capital Management
3244
Schnieders Capital Management
California
$251M +$43.2M +21% 18.3% 103% 166 14.46% 4
Gilman Hill Asset Management
3245
Gilman Hill Asset Management
Connecticut
$251M +$44.5M +22% 23.2% 54.2% 170 15.29% 3.8
AC
3246
AMS Capital
Brazil
$251M +$88.1M +54% 62% 63.1% 31 51.61% 0.4
Plante Moran Financial Advisors
3247
Plante Moran Financial Advisors
Michigan
$251M +$32M +15% 18.3% 62.8% 900 29.78% 3.3
Inlet Private Wealth
3248
Inlet Private Wealth
Florida
$250M +$34.8M +16% 18.5% 111% 131 7.63% 1.3
Napier Park Global Capital (US)
3249
Napier Park Global Capital (US)
New York
$250M +$30.2M +14% 164% 237% 14 71.43% 0.5
WoodTrust Financial
3250
WoodTrust Financial
Wisconsin
$250M +$37.1M +17% 19% 80.3% 91 28.57% 1.7