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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)
P/E Global LLC
3251
P/E Global LLC
Massachusetts
$370M +$14.5M +4% 2.73% 49% 1 0% 1
Harber Asset Management
3252
Harber Asset Management
North Carolina
$370M +$9.47M +3% 14.4% 63.6% 40 25% 1.1
Trivium Point Advisory
3253
Trivium Point Advisory
Connecticut
$370M +$26.7M +8% 5.84% 106% 197 10.15% 2.6
Morgan Dempsey Capital Management
3254
Morgan Dempsey Capital Management
Wisconsin
$370M +$9.17M +3% 1.93% 52.1% 164 28.66% 2.8
CPRC
3255
Consolidated Portfolio Review Corp
New York
$370M – – 7.17% 65.4% 280 – 0
BCM Advisors
3256
BCM Advisors
Louisiana
$370M +$7.8M +2% 2.46% 66.3% 64 9.38% 3.2
Rhino Investment Partners
3257
Rhino Investment Partners
Pennsylvania
$369M +$137M +59% 18.8% 110% 57 61.4% 0.7
Canal Insurance Company
3258
Canal Insurance Company
South Carolina
$369M +$3.51M +1% 1.86% 114% 105 15.24% 3.8
PPP
3259
Private Portfolio Partners
New Jersey
$369M -$10.3M -3% 6.23% 16.9% 284 19.01% 2.8
Laffer Tengler Investments
3260
Laffer Tengler Investments
Tennessee
$369M +$21.7M +6% 4.59% 96.5% 470 25.74% 1.6
Darwin Wealth Management
3261
Darwin Wealth Management
Florida
$369M -$17.2M -4% 8.06% 56.8% 183 25.68% 2.8
Kelly Lawrence W & Associates
3262
Kelly Lawrence W & Associates
California
$369M +$18.1M +5% 8.69% 123% 168 2.98% 4.3
Liquid Strategies
3263
Liquid Strategies
Georgia
$368M -$26.5M -7% 5.26% 52.4% 7 0% 2.7
Ellenbecker Investment Group
3264
Ellenbecker Investment Group
Wisconsin
$367M +$29M +9% 5.82% 56.3% 92 8.7% 3
BC
3265
Bruce & Co
Illinois
$367M -$21M -5% 3.62% 94.5% 38 7.89% 5.2
SJS Investment Consulting
3266
SJS Investment Consulting
Ohio
$367M +$31M +9% 4.98% 69.4% 1,651 7.81% 0.9
AW
3267
Avion Wealth
Texas
$367M +$45.3M +14% 2.2% 48.8% 838 37.23% 1.3
Tekne Capital Management
3268
Tekne Capital Management
New York
$366M +$69.1M +23% 26% 516% 15 46.67% 1.9
Legacy Capital Wealth Partners
3269
Legacy Capital Wealth Partners
Arkansas
$366M +$157M +75% 3.81% 70.4% 260 81.92% 0.2
Ipswich Investment Management
3270
Ipswich Investment Management
Massachusetts
$366M +$16.5M +5% 6.08% 104% 191 8.38% 4.7
DGM
3271
Darwin Global Management
Jersey
$366M +$205M +128% 91.9% 2,582% 5 40% 0.2
Legacy Financial Group (Iowa)
3272
Legacy Financial Group (Iowa)
Iowa
$365M +$31.5M +9% 3.74% 44.3% 49 12.24% 1.3
Bellwether Advisors
3273
Bellwether Advisors
Nebraska
$365M +$20.7M +6% 6.23% 115% 549 28.96% 1.4
Washington State Investment Board
3274
Washington State Investment Board
Washington
$365M +$128M +54% 57.3% 567% 2 0% 1.6
Brickley Wealth Management
3275
Brickley Wealth Management
California
$365M +$28.2M +8% 7.2% 75.9% 41 12.2% 3.1