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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)
Pacific Capital Wealth Advisors
3401
Pacific Capital Wealth Advisors
California
$394M +$37.7M +11% 9.93% 54.1% 348 80.46% 0.5
Pivotal bioVenture Partners Investment Advisor
3402
Pivotal bioVenture Partners Investment Advisor
California
$394M +$143M +57% 77.3% 667% 13 0% 2.2
CNBTD
3403
Citizens National Bank Trust Department
Mississippi
$394M +$29.8M +8% 9.45% 114% 325 4.62% 2.5
UAM
3404
UAS Asset Management
New York
$394M +$66.5M +20% 9.9% 98% 22 54.55% 2.5
Vitruvian Partners
3405
Vitruvian Partners
United Kingdom
$394M +$40.9M +12% 16% 96.9% 11 27.27% 2
Jones Road Capital Management
3406
Jones Road Capital Management
New York
$393M +$279M +244% 15.6% 88.5% 44 27.27% 1.1
Jackson Hole Capital Partners
3407
Jackson Hole Capital Partners
Oklahoma
$393M +$51.3M +15% 7.6% 71.4% 286 12.24% 3.1
White Mountains Insurance Group
3408
White Mountains Insurance Group
New Hampshire
$393M -$48.3M -11% 26.6% 105% 2 0% 2.1
Rainey & Randall Wealth Advisors
3409
Rainey & Randall Wealth Advisors
Florida
$392M +$46M +13% 8.63% 52.3% 46 6.52% 3
FRM
3410
Fox Run Management
Connecticut
$392M +$54.2M +16% 12% 64% 1,089 75.67% 0.2
Cornerstone Management
3411
Cornerstone Management
Georgia
$392M +$17.8M +5% 7.6% 43.6% 54 12.96% 4.5
Studio Investment Management
3412
Studio Investment Management
Illinois
$392M +$33.8M +9% 8.05% 51.3% 257 14.01% 1.4
Peavine Capital
3413
Peavine Capital
Nevada
$391M +$7.75M +2% 7.44% 30.8% 12 33.33% 4.9
Anatole Investment Management
3414
Anatole Investment Management
Hong Kong
$391M -$201M -34% 19.3% 3,486% 19 78.95% 0.1
Westside Investment Management
3415
Westside Investment Management
California
$391M +$43.8M +13% 11.9% 126% 896 9.49% 4.1
Fortis Capital Management
3416
Fortis Capital Management
Washington
$391M +$69.8M +22% 13.6% 82% 147 17.01% 1.4
East Coast Asset Management
3417
East Coast Asset Management
Massachusetts
$391M +$40.3M +11% 13.2% 167% 67 2.99% 8.2
Shah Capital Management
3418
Shah Capital Management
North Carolina
$390M -$32.3M -8% 1.49% 287% 15 6.67% 3.8
Coastal Bridge Advisors
3419
Coastal Bridge Advisors
Connecticut
$390M +$17.4M +5% 10.3% 88.1% 187 13.37% 3.8
HughesLittle Investment Management
3420
HughesLittle Investment Management
$390M +$60M +18% 19.4% 106% 16 0% 5.6
Towneley Capital Management
3421
Towneley Capital Management
California
$390M – – 8.2% 50.2% 45 – 0
Stablepoint Partners
3422
Stablepoint Partners
Massachusetts
$390M – – 11.3% 92.8% 218 – 0
Independent Solutions Wealth Management
3423
Independent Solutions Wealth Management
New York
$390M +$4.72M +1% 11.4% 125% 208 24.04% 3
Blue Fin Capital
3424
Blue Fin Capital
Rhode Island
$390M +$47.2M +14% 12.3% 147% 140 9.29% 5.9
Global Wealth Management Investment Advisory
3425
Global Wealth Management Investment Advisory
Florida
$390M +$32.5M +9% 9.38% 67.5% 509 13.16% 1.5