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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)
Rice Partnership
3351
Rice Partnership
Hawaii
$312M +$26.6M +9% 4.72% 123% 127 10.24% 2.7
Fourthstone LLC
3352
Fourthstone LLC
Missouri
$311M +$60.5M +24% 3.82% 104% 63 39.68% 0.9
Hohimer Wealth Management
3353
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 5.12% 99.7% 202 9.9% 1.9
KAS
3354
Kemnay Advisory Services
New York
$311M -$100M -24% 4.12% 167% 38 18.42% 3.1
HWMA
3355
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 2.77% – 1,131 19.01% 1.1
Cedar Brook Financial Partners
3356
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 5.48% 47% 371 12.94% 2.4
Foresite Capital Management IV
3357
Foresite Capital Management IV
California
$311M -$60.4M -16% 2.51% 151% 9 22.22% 1.6
Accel Growth Fund IV Associates
3358
Accel Growth Fund IV Associates
California
$310M -$41.3M -12% 2.93% 61.4% 3 0% 0.8
Walkner Condon Financial Advisors
3359
Walkner Condon Financial Advisors
Wisconsin
$310M -$9.2M -3% 5.95% 56.8% 230 13.04% 1
Nan Fung Trinity
3360
Nan Fung Trinity
Hong Kong
$310M -$49.5M -14% 12.7% 82.3% 23 13.04% 1.7
WCMN
3361
Westchester Capital Management (Nebraska)
Nebraska
$310M -$17.6M -5% 4.71% 121% 53 5.66% 5.5
Solus Alternative Asset Management
3362
Solus Alternative Asset Management
New Jersey
$310M -$54.6M -15% 0.58% 79.3% 13 7.69% 1.4
Nextech Invest
3363
Nextech Invest
Switzerland
$310M +$13.2M +4% 5.45% 982% 14 0% 0.7
Activest Wealth Management
3364
Activest Wealth Management
Florida
$309M +$168M +119% 5.35% 117% 636 67.45% 0.5
Summit Asset Management
3365
Summit Asset Management
Tennessee
$309M -$13.7M -4% 5.3% 48.9% 158 8.23% 5.1
Shelter Mutual Insurance
3366
Shelter Mutual Insurance
Missouri
$309M -$21.3M -6% 5.43% 51.2% 54 1.85% 5.4
Howard Financial Services
3367
Howard Financial Services
Texas
$308M +$14M +5% 5.6% 55.9% 135 12.59% 2.1
Susquehanna International Group (Ireland)
3368
Susquehanna International Group (Ireland)
Ireland
$308M -$111M -26% 11.2% 5.26% 107 68.22% 0.4
Lineweaver Wealth Advisors
3369
Lineweaver Wealth Advisors
Ohio
$308M +$5.56M +2% 5.11% 68.4% 136 14.71% 1.6
RiverPark Advisors
3370
RiverPark Advisors
New York
$308M -$7.5M -2% 0.47% 87.5% 171 40.35% 1.6
Northside Capital Management
3371
Northside Capital Management
Oregon
$308M -$8.64M -3% 4.51% 99.6% 93 11.83% 4.4
SMI Advisory Services
3372
SMI Advisory Services
Indiana
$308M +$27.3M +10% 2.9% 80.7% 44 29.55% 0.8
Fermata Advisors
3373
Fermata Advisors
California
$307M +$20.5M +7% 4.6% 58.3% 165 24.85% 1
Ratio Wealth Group
3374
Ratio Wealth Group
Colorado
$307M -$170K -0.1% 6.84% – 63 14.29% 1.3
ECM
3375
Endurant Capital Management
California
$307M +$22M +8% 4.03% 18.4% 71 60.56% 0.6