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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)
Elwood & Goetz Wealth Advisory Group
3376
Elwood & Goetz Wealth Advisory Group
Georgia
$328M +$31.9M +11% 5.78% 63.7% 75 16% 2
Northwest Quadrant Wealth Management
3377
Northwest Quadrant Wealth Management
Oregon
$328M +$23.2M +8% 7.69% 45.6% 60 13.33% 4.2
Brandywine Trust
3378
Brandywine Trust
Delaware
$328M +$50M +18% 18.6% 32.7% 24 8.33% 7.9
Cooper Financial Group
3379
Cooper Financial Group
California
$327M +$49.6M +18% 5.77% 87.2% 308 20.13% 1.6
Astor Investment Management
3380
Astor Investment Management
Illinois
$327M -$22.6M -6% 1.64% 23.3% 24 12.5% 1.8
Aire Advisors
3381
Aire Advisors
California
$327M +$37.1M +13% 7.73% 77.4% 147 10.2% 0.8
Berkshire Bank
3382
Berkshire Bank
Massachusetts
$327M +$22.4K +0% 9.66% 76.2% 142 7.75% 1.8
MI
3383
M3F Inc
Utah
$327M +$41.9M +15% 14.7% 139% 45 20% 3.1
Singapore Technologies Telemedia
3384
Singapore Technologies Telemedia
Singapore
$327M +$46.9M +17% 16.8% 173% 1 0% 5.8
Legion Partners Asset Management
3385
Legion Partners Asset Management
California
$326M +$49.5M +18% 13.3% 206% 17 29.41% 1.9
FC
3386
Franchise Capital
Cayman Islands
$326M +$96.3M +42% 15.5% 537% 22 63.64% 0.4
Monarch Capital Management
3387
Monarch Capital Management
Indiana
$326M +$19.3M +6% 13% 77% 114 5.26% 7
Capricorn Investment Group
3388
Capricorn Investment Group
California
$325M -$120M -27% 24.4% 95.9% 8 0% 1
Schoolcraft Capital
3389
Schoolcraft Capital
Colorado
$325M +$30M +10% 7.04% 58.7% 64 21.88% 2.6
Great Diamond Partners
3390
Great Diamond Partners
Maine
$325M +$32.3M +11% 9.34% 86.1% 228 21.05% 1.9
Prosperity Capital Advisors
3391
Prosperity Capital Advisors
Ohio
$325M – – 7.85% 72.2% 191 – 0
CoreCommodity Management
3392
CoreCommodity Management
Connecticut
$324M +$49.8M +18% 16.4% 65.8% 168 22.02% 3
Hi-Line Capital Management
3393
Hi-Line Capital Management
South Dakota
$324M +$75.9M +31% 13.2% 57.5% 42 42.86% 1.5
Pasadena Private Wealth
3394
Pasadena Private Wealth
California
$324M +$39.8M +14% 6.86% 53% 125 29.6% 1.6
Pathway Financial Advisors
3395
Pathway Financial Advisors
Vermont
$324M +$33.6M +12% 6.98% 52.7% 138 16.67% 3.4
LT
3396
Legacy Trust
Michigan
$324M – – 8.9% 95% 151 – 0
Equius Partners
3397
Equius Partners
California
$324M +$45.6M +16% 13.1% – 28 35.71% 0.5
IBT
3398
International Biotechnology Trust
United Kingdom
$324M +$11.9M +4% 15.4% 11.1% 69 13.04% 1.8
Krensavage Asset Management
3399
Krensavage Asset Management
New York
$324M +$9.6M +3% 7.79% 124% 14 14.29% 2.8
Element Pointe Advisors
3400
Element Pointe Advisors
Florida
$323M +$149M +86% 5.67% 75.1% 86 43.02% 1.7