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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)
Prestige Wealth Management Group
3426
Prestige Wealth Management Group
New Jersey
$491M +$22.9M +5% 7.38% 55.8% 1,066 10.13% 4.5
Kozak & Associates
3427
Kozak & Associates
Colorado
$491M +$89.8M +22% 15.6% 97.4% 494 16.4% 2.4
Richard P. Slaughter Associates
3428
Richard P. Slaughter Associates
Texas
$491M +$62.3M +15% 9% 55.7% 137 23.36% 2.3
CH
3429
Canton Hathaway
Rhode Island
$490M -$4.53M -0.9% 3.19% 87.8% 287 13.59% 3.2
Schoolcraft Capital
3430
Schoolcraft Capital
Colorado
$490M -$18.8M -4% 6.25% 58.7% 74 14.86% 4.6
Cornerstone Planning Group
3431
Cornerstone Planning Group
New Jersey
$490M +$71.9M +17% 8.9% 60% 1,718 20.49% 1.4
Act Two Investors
3432
Act Two Investors
California
$490M +$18.1M +4% 7.4% 53% 43 18.6% 3.2
Longaeva Partners
3433
Longaeva Partners
Illinois
$490M +$313M +177% 15.1% – 57 68.42% 0.1
Light Street Capital Management
3434
Light Street Capital Management
California
$490M +$131M +37% 32.2% 377% 28 32.14% 1
ESL Trust Services
3435
ESL Trust Services
New York
$489M +$46.4M +10% 7.86% 53.9% 313 30.35% 1.2
Westwind Capital
3436
Westwind Capital
New Mexico
$489M +$87.4M +22% 14.1% 87.6% 43 18.6% 2.6
Standpoint Asset Management
3437
Standpoint Asset Management
Arizona
$489M -$53.6M -10% 10.6% 71.9% 8 0% 2.5
Steginsky Capital
3438
Steginsky Capital
New York
$489M +$41.9M +9% 8.13% 99.4% 8 12.5% 7.3
Samsara BioCapital
3439
Samsara BioCapital
California
$489M -$71.9M -13% 5.61% 1,580% 39 30.77% 2.6
Presilium Private Wealth
3440
Presilium Private Wealth
Pennsylvania
$489M +$42.4M +9% 7.34% 45.9% 77 11.69% 1.9
Arvin Capital Management
3441
Arvin Capital Management
Texas
$488M -$12.5M -2% 15.3% – 63 63.49% 0.3
McRae Capital Management
3442
McRae Capital Management
New Jersey
$488M +$14M +3% 5.37% 78.2% 106 15.09% 6.1
First Reserve GP XIII
3443
First Reserve GP XIII
Connecticut
$487M -$18M -4% 3.49% 5.56% 2 0% 0.9
CFMC
3444
Curbstone Financial Management Corp
New Hampshire
$487M +$13M +3% 6.87% 69.6% 208 11.54% 6.6
Kinsale Capital Group
3445
Kinsale Capital Group
Virginia
$487M +$80.4M +20% 7.08% 70.9% 37 2.7% 2
LMG Wealth Partners
3446
LMG Wealth Partners
Louisiana
$487M +$37.9M +8% 8.33% 88.9% 143 13.29% 1.7
Cliffwater
3447
Cliffwater
California
$486M +$104M +27% 4.57% 29.4% 27 25.93% 3.9
Sovereign Financial Group
3448
Sovereign Financial Group
Connecticut
$485M +$50.9M +12% 10.2% 90.7% 321 13.08% 2.6
Virtus Wealth Solutions
3449
Virtus Wealth Solutions
New Jersey
$485M +$156M +47% 31.1% – 49 24.49% 0.4
Harfst & Associates
3450
Harfst & Associates
Wyoming
$485M +$52.3M +12% 11.5% 88.1% 121 23.14% 3.9