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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)
Hartree Partners
3476
Hartree Partners
New York
$436M +$35.9M +9% 2.34% 138% 91 48.35% 0.6
Overbrook Management Corp
3477
Overbrook Management Corp
New York
$436M +$39.7M +10% 5.78% 157% 62 20.97% 4
BCM Advisors
3478
BCM Advisors
Louisiana
$436M +$14.1M +3% 7.9% 59.3% 72 6.94% 4.1
Regent Peak Wealth Advisors
3479
Regent Peak Wealth Advisors
Georgia
$436M -$1.14M -0.3% 7.84% – 185 15.14% 2.9
JHCM
3480
Juniper Hill Capital Management
California
$436M +$35.4M +9% 4.55% 33.6% 6 16.67% 1.6
Fiduciary Financial Group
3481
Fiduciary Financial Group
California
$435M +$21.3M +5% 6.03% – 272 11.4% 0.2
LT
3482
Legacy Trust
Michigan
$435M +$33.3M +8% 7.31% 95% 161 12.42% 1.5
Sierra Summit Advisors
3483
Sierra Summit Advisors
Nevada
$435M +$31.9M +8% 6.64% 302% 160 25.63% 0.6
GenWealth Group
3484
GenWealth Group
New Jersey
$435M +$28.8M +7% 6.3% 73.9% 74 13.51% 4.3
Optas LLC
3485
Optas LLC
Texas
$435M +$46.5M +12% 5.03% 118% 264 20.83% 2.2
PenderFund Capital Management
3486
PenderFund Capital Management
British Columbia, Canada
$434M +$70.3M +19% 4.64% 129% 180 52.22% 0.9
Presilium Private Wealth
3487
Presilium Private Wealth
Pennsylvania
$434M +$38.2M +10% 6.19% 45.9% 76 3.95% 1.3
Northwest Quadrant Wealth Management
3488
Northwest Quadrant Wealth Management
Oregon
$434M +$27.6M +7% 6.62% 45.6% 66 7.58% 4.9
TCP Asset Management
3489
TCP Asset Management
Ohio
$434M +$38.4M +10% 4.85% 65% 93 22.58% 1.1
Rhino Investment Partners
3490
Rhino Investment Partners
Pennsylvania
$434M -$124M -22% 16.1% 110% 37 45.95% 0.8
Harbour Capital Advisors
3491
Harbour Capital Advisors
Virginia
$433M +$11.9M +3% 6.99% 168% 321 27.41% 2.6
FCA
3492
FLC Capital Advisors
California
$433M +$27M +7% 5.51% 59.3% 181 12.15% 3.1
Tucker Asset Management
3493
Tucker Asset Management
Colorado
$433M -$25M -5% 4.3% 71.6% 1,852 28.94% 1.3
Harbor Group
3494
Harbor Group
New Hampshire
$433M +$42.4M +11% 6.23% 43% 90 5.56% 2
Nvidia Corp
3495
Nvidia Corp
California
$433M +$39.7M +10% 17.5% – 6 16.67% 0.5
Boston Research & Management
3496
Boston Research & Management
Massachusetts
$433M +$37.3M +9% 8.38% 53.2% 121 9.92% 7.8
Capco Asset Management
3497
Capco Asset Management
Florida
$433M +$10M +2% 4.75% 46.1% 18 0% 5.6
Cliffwater
3498
Cliffwater
California
$432M -$34.9M -7% 4.55% 29.4% 26 11.54% 4.8
WESPAC Advisors SoCal
3499
WESPAC Advisors SoCal
California
$432M +$34.2M +9% 4.95% 135% 107 28.97% 2.3
Polymer Capital Management (HK)
3500
Polymer Capital Management (HK)
Hong Kong
$432M -$61.6M -12% 21.1% – 214 56.07% 0.3