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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)
HA
3426
Hamel Associates
New Jersey
$243M +$8.81M +4% 6.12% 50.6% 84 4.76% 4.3
Harbourvest Partners
3427
Harbourvest Partners
Massachusetts
$243M +$2.36M +1% 1.54% 8.96% 43 41.86% 1
Spectrum Management Group
3428
Spectrum Management Group
Indiana
$243M -$51.1M -17% 7.8% 44% 259 29.34% 1.9
Vitruvian Partners
3429
Vitruvian Partners
United Kingdom
$243M +$29.6M +14% 14.9% 96.9% 2 0% 1
Northwest Quadrant Wealth Management
3430
Northwest Quadrant Wealth Management
Oregon
$243M +$9.29M +4% 5.18% 45.6% 69 10.14% 2.2
FSA
3431
Financial Services Advisory
Maryland
$242M +$91.1M +60% 6.93% 82.5% 36 50% 0.4
Lincoln Capital
3432
Lincoln Capital
Nebraska
$242M +$17.9M +8% 6.3% 67.1% 80 3.75% 3.5
MAS
3433
Managed Account Services
Florida
$242M +$40.3M +20% 6.17% 32.4% 90 6.67% 2.1
RCM
3434
RVB Capital Management
New York
$242M +$109M +82% 2.06% 10.4% 49 61.22% 0.5
SIA
3435
Strategic Investment Advisors
Michigan
$242M +$33.4M +16% 5.4% 66.1% 169 11.83% 0.7
Supplemental Annuity Collective Trust (SACT) of New Jersey
3436
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$242M +$22.1M +10% 12% 147% 237 11.81% 2.7
APSP
3437
Asset Planning Services (Pennsylvania)
Pennsylvania
$242M +$10.8M +5% 6.18% 62.1% 287 74.22% 3.9
Birinyi Associates
3438
Birinyi Associates
Connecticut
$242M +$11M +5% 11.2% 133% 83 13.25% 4.3
Integrated Investment Consultants
3439
Integrated Investment Consultants
Michigan
$242M +$47.2M +24% 7.89% 70.2% 189 20.11% 2.3
Point View Wealth Management
3440
Point View Wealth Management
New Jersey
$241M +$20.5M +9% 7.98% 27% 288 9.03% 3.8
Wooster Corthell Wealth Management
3441
Wooster Corthell Wealth Management
Connecticut
$241M +$17.6M +8% 7.24% 39.1% 39 2.56% 3.4
Chandler Asset Management
3442
Chandler Asset Management
California
$241M +$18.7M +8% 5.53% 35.6% 17 0% 1.9
VisionPoint Advisory Group
3443
VisionPoint Advisory Group
Texas
$241M -$124M -34% 5.61% 79.3% 147 26.53% 0.7
USA Financial Formulas
3444
USA Financial Formulas
Michigan
$241M -$16.8M -7% 9.03% 104% 340 57.65% 0.3
TLCM
3445
Tiger Legatus Capital Management
New York
$241M +$9.43M +4% 47.5% 19.1% 13 30.77% 1.1
Oakwood Capital Management
3446
Oakwood Capital Management
California
$241M +$14.4M +6% 10.2% 72.7% 51 11.76% 3.3
AIP
3447
Ahrens Investment Partners
Louisiana
$241M +$14.1M +6% 5.34% 82.3% 181 15.47% 1.9
Punch Card Management
3448
Punch Card Management
Florida
$240M +$38.2M +19% 20.2% 41% 3 0% 3.3
Retirement Income Solutions
3449
Retirement Income Solutions
Michigan
$240M +$52.9M +28% 7.67% 60.8% 81 16.05% 1.5
Wakefield Asset Management
3450
Wakefield Asset Management
Colorado
$240M +$10.6M +5% 7.13% 139% 199 47.24% 0.5