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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)
HT Partners
3476
HT Partners
Connecticut
$347M +$8.68M +3% 3.95% 71.1% 54 9.26% 4.2
Punch Card Management
3477
Punch Card Management
Florida
$347M +$27.9M +9% 10.5% 41% 4 0% 4.3
TLWM Financial
3478
TLWM Financial
Texas
$347M +$32.4M +10% 5.14% 53.9% 69 7.25% 2.7
KMWM
3479
Keudell/Morrison Wealth Management
Oregon
$347M +$7.47M +2% 2.42% – 190 5.79% 2.9
PTB
3480
Pioneer Trust Bank
Oregon
$347M +$6.94M +2% 6.9% 61.4% 81 14.81% 7.1
Stordahl Capital Management
3481
Stordahl Capital Management
Colorado
$347M +$18.4M +6% 4.37% 54% 58 12.07% 3.7
Divisadero Street Capital Management
3482
Divisadero Street Capital Management
Florida
$346M +$118M +51% 39.5% 718% 67 68.66% 0.3
Annandale Capital
3483
Annandale Capital
Texas
$346M +$29.5M +9% 4.88% 57.2% 151 19.87% 1.3
Clifford Capital Partners
3484
Clifford Capital Partners
Utah
$346M +$20.9M +6% 0.77% 77.3% 59 25.42% 2.4
3LCM
3485
3D/L Capital Management
Connecticut
$346M -$31.4M -8% 2.95% 13.9% 115 20% 1.7
Mitchell McLeod Pugh & Williams
3486
Mitchell McLeod Pugh & Williams
Alabama
$346M +$24M +7% 7.72% 90.7% 267 10.11% 5.1
Old Second National Bank of Aurora
3487
Old Second National Bank of Aurora
Illinois
$346M +$2.7M +0.8% 7.36% 93.7% 374 3.21% 5.4
Quadrant Private Wealth Management
3488
Quadrant Private Wealth Management
Pennsylvania
$345M +$24.7M +8% 9.22% 87.9% 257 8.17% 2.7
Allied Investment Advisors
3489
Allied Investment Advisors
Montana
$345M +$22.4M +7% 4.09% 68.4% 63 14.29% 4
Lebenthal Global Advisors
3490
Lebenthal Global Advisors
New York
$345M +$18.2M +6% 1.76% 50.8% 127 22.05% 1.4
Lowell Blake & Associates
3491
Lowell Blake & Associates
Massachusetts
$345M +$24M +7% 12% 44.2% 62 8.06% 2.5
Ten Capital Wealth Advisors
3492
Ten Capital Wealth Advisors
Washington
$345M +$37.1M +12% 3.75% 25% 581 68.67% 1.8
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3493
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$345M +$61.5M +22% 7.67% 1,119% 28 14.29% 0.9
Hanlon Investment Management
3494
Hanlon Investment Management
New Jersey
$344M +$8.7M +3% 1.47% 80.6% 145 26.21% 1.5
Tucker Asset Management
3495
Tucker Asset Management
Colorado
$344M +$9.5M +3% 5.07% 64.2% 1,339 22.55% 1
LHC
3496
Lodge Hill Capital
New York
$344M +$80.6M +31% 9.77% 17.9% 29 27.59% 0.9
LJI Wealth Management
3497
LJI Wealth Management
Indiana
$344M +$27.1M +9% 6.61% 61.5% 189 21.16% 0.4
Regent Peak Wealth Advisors
3498
Regent Peak Wealth Advisors
Georgia
$343M +$20.2M +6% 7.91% – 169 13.02% 2.5
Cherry Tree Wealth Management
3499
Cherry Tree Wealth Management
Minnesota
$343M – – 1.86% 38.9% 615 – 0
Sage Advisory Services
3500
Sage Advisory Services
Texas
$343M -$9.7M -3% 1.87% 33.9% 54 31.48% 2.3