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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)
Standpoint Asset Management
3351
Standpoint Asset Management
Arizona
$437M +$53.5M +14% 2.36% 71.9% 8 0% 1.5
Great Point Wealth Advisors
3352
Great Point Wealth Advisors
Massachusetts
$437M +$8.47M +2% 0.51% – 57 8.77% 3.2
Westside Investment Management
3353
Westside Investment Management
California
$437M +$19.7M +5% 4.11% 114% 1,011 13.65% 3.9
Regent Peak Wealth Advisors
3354
Regent Peak Wealth Advisors
Georgia
$437M +$43.2M +11% 2.84% – 180 15% 3
IDG China Venture Capital Fund IV Associates
3355
IDG China Venture Capital Fund IV Associates
Hong Kong
$437M -$6.15M -1% 14.4% 59.2% 4 0% 3.3
Independent Solutions Wealth Management
3356
Independent Solutions Wealth Management
New York
$436M +$15.2M +4% 4.31% 112% 176 7.39% 3.3
Fourth Sail Capital
3357
Fourth Sail Capital
Cayman Islands
$436M +$101M +30% 5.93% – 28 39.29% 0.3
Quadrant Private Wealth Management
3358
Quadrant Private Wealth Management
Pennsylvania
$436M +$40.3M +10% 5.35% 87.9% 266 16.54% 3.1
CAM
3359
Centre Asset Management
New York
$436M +$16.5M +4% 3.53% 45.3% 66 16.67% 2.8
Fermata Advisors
3360
Fermata Advisors
California
$435M -$8.48M -2% 1.88% 58.3% 249 23.29% 1
Steginsky Capital
3361
Steginsky Capital
New York
$435M +$20M +5% 6.99% 99.4% 7 0% 7.4
Light Street Capital Management
3362
Light Street Capital Management
California
$435M +$21.8M +5% 13% 377% 34 58.82% 0.8
Adams Wealth Management
3363
Adams Wealth Management
Utah
$434M +$24.2M +6% 3.31% 105% 107 7.48% 2.3
CacheTech Inc
3364
CacheTech Inc
Utah
$434M – – 3.31% – 105 – 0
Burton Enright Welch
3365
Burton Enright Welch
California
$434M +$18.2M +4% 0.83% 62.8% 98 15.31% 1.6
Vantage Wealth
3366
Vantage Wealth
California
$434M +$4.93M +1% 3.07% 56.1% 37 16.22% 4.3
Gould Asset Management
3367
Gould Asset Management
California
$434M +$20.1M +5% 1.83% 42.8% 169 6.51% 5.3
Black Swift Group
3368
Black Swift Group
Colorado
$433M +$42.9M +11% 7.89% 139% 138 49.28% 0.8
Kathryn A. Hall
3369
Kathryn A. Hall
$433M -$1.07M -0.2% 1.93% 95.2% 53 7.55% 4
Pasadena Private Wealth
3370
Pasadena Private Wealth
California
$433M -$2.14M -0.5% 0.99% 53% 170 23.53% 1.9
Herold Advisors
3371
Herold Advisors
New York
$432M +$18.9M +5% 2.87% 90.2% 276 8.7% 1.9
Turtle Creek Wealth Advisors
3372
Turtle Creek Wealth Advisors
Texas
$432M +$24.2M +6% 2.38% 112% 221 25.79% 0.4
Makena Capital Management
3373
Makena Capital Management
California
$432M +$2.01M +0.5% 1.62% 78.7% 52 51.92% 1
Hohimer Wealth Management
3374
Hohimer Wealth Management
Washington
$431M +$4.16M +1% 2.25% 99.7% 264 34.47% 2
M. Kulyk & Associates
3375
M. Kulyk & Associates
Georgia
$430M -$815K -0.2% 1.78% 63.3% 115 12.17% 2.2