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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)
Lafayette Investments
3426
Lafayette Investments
Maryland
$467M -$7.78M -2% 0.8% 77.9% 155 9.68% 4.6
World Equity Group
3427
World Equity Group
Illinois
$466M +$190M +68% 4.13% 117% 399 46.12% 1.1
Decheng Capital
3428
Decheng Capital
California
$466M +$44M +10% 10.1% – 30 20% 0.7
PenderFund Capital Management
3429
PenderFund Capital Management
British Columbia, Canada
$465M +$31.2M +7% 3.7% 129% 191 60.73% 0.8
SilverOak Wealth Management
3430
SilverOak Wealth Management
Minnesota
$465M +$19.1M +4% 0.95% 77.8% 104 14.42% 0.8
BWCP LP
3431
BWCP LP
Texas
$465M +$13.7M +3% 12.9% 198% 32 40.63% 1.1
Corsair Capital Management
3432
Corsair Capital Management
New York
$465M +$42.2M +10% 15.8% 435% 148 39.86% 2
Maia Wealth
3433
Maia Wealth
Colorado
$465M +$59.8M +15% 0.48% – 351 29.34% 0.6
Huntleigh Advisors
3434
Huntleigh Advisors
Missouri
$464M – – 8.93% – 261 – 0
Legacy Financial Strategies
3435
Legacy Financial Strategies
Kansas
$464M +$11.1M +2% 1.08% 76.7% 126 14.29% 2.7
Overbrook Management Corp
3436
Overbrook Management Corp
New York
$464M +$28.5M +7% 6.98% 157% 57 15.79% 3.9
Vantage Wealth
3437
Vantage Wealth
California
$464M +$1.99M +0.4% 1.41% 56.1% 33 3.03% 4.8
Optas LLC
3438
Optas LLC
Texas
$464M +$29.4M +7% 4% 118% 293 17.75% 2.2
Woodard & Company Asset Management Group
3439
Woodard & Company Asset Management Group
North Carolina
$464M +$18.9M +4% 1.73% 94.5% 130 12.31% 3
Versant Capital Management
3440
Versant Capital Management
Arizona
$464M +$25.3M +6% 2.37% 97.3% 2,450 21.14% 4.1
Euro Pacific Asset Management
3441
Euro Pacific Asset Management
Puerto Rico
$464M -$78.7M -15% 9.43% 172% 75 5.33% 3.3
one8zero8 LLC
3442
one8zero8 LLC
North Carolina
$464M – – 2.61% – 261 – 0
Atlas Venture Advisors
3443
Atlas Venture Advisors
Massachusetts
$463M -$20.9M -4% 4.17% 34.6% 5 20% 4.8
Kesler Norman & Wride
3444
Kesler Norman & Wride
Utah
$463M -$46.2M -9% 0.23% 76% 250 25.2% 2.2
Welch Capital Partners
3445
Welch Capital Partners
New York
$463M +$15.7M +4% 3.05% 79.2% 25 16% 5.2
Cornerstone Advisors Asset Management
3446
Cornerstone Advisors Asset Management
Pennsylvania
$463M +$10.4M +2% 1.53% 41.2% 108 4.63% 2.1
Clearstead Trust
3447
Clearstead Trust
Maine
$463M +$45M +11% 3.78% 111% 448 11.38% 2.7
AlphaCore Capital
3448
AlphaCore Capital
California
$463M +$19.7M +4% 3.75% 85.9% 283 21.55% 1.4
Kirr Marbach & Co
3449
Kirr Marbach & Co
Indiana
$462M +$14.4M +3% 4.53% 121% 58 8.62% 3.9
M. Kulyk & Associates
3450
M. Kulyk & Associates
Georgia
$462M -$35.2M -7% 0.76% 63.3% 118 14.41% 2.7