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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)
Presilium Private Wealth
3376
Presilium Private Wealth
Pennsylvania
$567M +$19.9M +4% 0.78% 45.9% 78 6.41% 2.6
Peak Asset Management
3377
Peak Asset Management
Colorado
$567M -$20.6M -4% 2.86% 70.1% 159 9.43% 6.3
Kiley Juergens Wealth Management
3378
Kiley Juergens Wealth Management
Washington
$567M +$104M +22% 1.24% 106% 235 68.51% 1.6
MinichMacGregor Wealth Management
3379
MinichMacGregor Wealth Management
New York
$567M +$14.8M +3% 4.47% 130% 162 32.1% 2.1
Beacon Capital Management LLC (Tennessee)
3380
Beacon Capital Management LLC (Tennessee)
Tennessee
$567M -$78.4M -12% 4.35% 83% 178 17.98% 2.7
Satovsky Asset Management
3381
Satovsky Asset Management
New York
$566M +$50.5M +10% 1.14% 53.6% 75 6.67% 2.6
Essex LLC
3382
Essex LLC
Illinois
$566M +$1.86M +0.3% 0.06% 91.4% 187 9.09% 3.1
GWI
3383
Grace & White Inc
New York
$566M +$5.37M +1% 3.66% 59.6% 138 2.17% 7.7
Foresight Group
3384
Foresight Group
United Kingdom
$566M -$98.2M -15% 4.38% – 65 20% 1.4
Amarillo National Bank
3385
Amarillo National Bank
Texas
$566M -$3.13M -0.5% 1.25% 63.5% 94 18.09% 6.2
Stenger Family Office
3386
Stenger Family Office
Illinois
$566M +$81.7M +17% 2.91% – 124 25% 0.8
Generali Powszechne Towarzystwo Emerytalne
3387
Generali Powszechne Towarzystwo Emerytalne
Poland
$566M -$19.1M -3% 6.16% 175% 33 24.24% 2
Providence Equity Partners
3388
Providence Equity Partners
Rhode Island
$565M -$106M -16% 4.15% 12.4% 3 0% 4.6
Opal Capital
3389
Opal Capital
Florida
$565M +$164M +41% 5.39% – 245 66.12% 0.1
Lavaca Capital
3390
Lavaca Capital
Texas
$564M -$54.3M -9% 6.18% 46.5% 303 11.55% 1.8
Kahn Brothers Group
3391
Kahn Brothers Group
New York
$564M -$638K -0.1% 3.31% 53.4% 55 14.55% 5.1
Adventist Health System West
3392
Adventist Health System West
California
$564M -$31M -5% 2.11% 60.2% 13 38.46% 1.3
Patient Square Capital
3393
Patient Square Capital
California
$564M +$96.5M +21% 18.2% 329% 35 37.14% 0.6
ThornTree Capital Partners
3394
ThornTree Capital Partners
Massachusetts
$564M -$34.4M -6% 3.8% 217% 19 36.84% 1.9
KKM Financial
3395
KKM Financial
Illinois
$563M -$133K -0% 1.49% – 170 1.18% 1.6
Asset Allocation Strategies
3396
Asset Allocation Strategies
Michigan
$563M +$22.6M +4% 0.55% 58.1% 181 18.23% 1.6
AMCA
3397
Arthur M. Cohen & Associates
Illinois
$563M -$49.9M -8% 6.21% 129% 133 7.52% 5.3
Garrett Wealth Advisory Group
3398
Garrett Wealth Advisory Group
Texas
$562M +$33.3M +6% 3.5% 74.6% 143 23.08% 2.5
Portfolio Design Labs
3399
Portfolio Design Labs
California
$562M -$44.2M -7% 1.44% 115% 241 19.5% 1
Addison Capital
3400
Addison Capital
Pennsylvania
$562M +$162M +40% 0.18% 59.7% 185 24.86% 3.7