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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)
Rowlandmiller & Partners
3376
Rowlandmiller & Partners
Georgia
$479M -$13.8M -3% 0.62% 84% 193 8.81% 5.9
Te Ahumairangi Investment Management
3377
Te Ahumairangi Investment Management
New Zealand
$478M -$85.7M -15% 1.22% 55.5% 84 4.76% 3.6
Core Alternative Capital
3378
Core Alternative Capital
Georgia
$478M -$38.9M -8% 1.42% 74.5% 370 5.14% 3
SeaBridge Investment Advisors
3379
SeaBridge Investment Advisors
New Jersey
$478M +$69.4M +17% 2.2% 139% 211 33.18% 3.2
Marotta Asset Management
3380
Marotta Asset Management
Virginia
$478M -$31.4M -6% 4.28% 51% 114 6.14% 3.8
Fulcrum Capital
3381
Fulcrum Capital
Washington
$478M +$18.5M +4% 1.79% 102% 116 8.62% 2.9
Ironwood Financial
3382
Ironwood Financial
Arizona
$477M +$821K +0.2% 0.87% 54.1% 159 5.66% 5
AT
3383
Arlington Trust
Alabama
$477M +$17.4M +4% 0.18% 65% 584 10.79% 0.9
Mitchell McLeod Pugh & Williams
3384
Mitchell McLeod Pugh & Williams
Alabama
$476M -$2.68M -0.6% 2.04% 90.7% 277 10.47% 6.1
Essex LLC
3385
Essex LLC
Illinois
$476M -$11.7M -2% 0.16% 91.4% 178 9.55% 2.4
Hunter Perkins Capital Management
3386
Hunter Perkins Capital Management
Illinois
$476M -$16.4M -3% 1.45% 58% 114 14.91% 2.1
111 Capital
3387
111 Capital
France
$476M – – 5.85% – 383 – 0
Burton Enright Welch
3388
Burton Enright Welch
California
$476M +$10M +2% 1.67% 66.6% 99 7.07% 1.9
Lincoln Capital
3389
Lincoln Capital
Nebraska
$476M +$2.83M +0.6% 1.86% 67.1% 120 10% 5.8
Longitude (Cayman)
3390
Longitude (Cayman)
Cayman Islands
$476M +$132M +39% 31.4% – 50 32% 1.6
Brass Tax Wealth Management
3391
Brass Tax Wealth Management
Ohio
$475M +$8.06M +2% 0.77% – 214 10.75% 0.5
Gould Asset Management
3392
Gould Asset Management
California
$475M +$8.08M +2% 0.96% 42.8% 173 10.4% 5.6
New Hampshire Trust
3393
New Hampshire Trust
New Hampshire
$475M +$7.83M +2% 1.77% 88.5% 183 7.65% 1.8
Westside Investment Management
3394
Westside Investment Management
California
$475M +$4.88M +1% 3.6% 126% 1,050 11.81% 4.2
CSNH
3395
Crow's Nest Holdings
Virginia
$474M -$67.8M -13% 1.35% 103% 10 20% 1.5
Oasis Management Company
3396
Oasis Management Company
Cayman Islands
$474M +$9.29M +2% 58.3% 368% 98 35.71% 0.8
Renaissance Investment Group
3397
Renaissance Investment Group
Massachusetts
$474M -$6.76M -1% 1.05% 110% 89 16.85% 7
IR
3398
IAT Reinsurance
New York
$474M +$32M +7% 3.11% 60.2% 77 10.39% 5
Watts Gwilliam & Co
3399
Watts Gwilliam & Co
Arizona
$474M +$14.9M +3% 4.18% – 229 16.16% 0.6
TWP
3400
Tyche Wealth Partners
Texas
$473M +$31.8M +7% 1.15% – 329 20.97% 0.8