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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)
Henry James International Management
3501
Henry James International Management
New York
$350M +$17.8M +5% 6.09% 125% 171 10.53% 1.7
CNBTD
3502
Citizens National Bank Trust Department
Mississippi
$349M +$20.4M +6% 6.03% 114% 142 4.93% 1
IFS
3503
Ifrah Financial Services
Arkansas
$349M +$16.8M +5% 5.14% 64.1% 223 13.45% 3.3
Physician Wealth Advisors
3504
Physician Wealth Advisors
Utah
$349M +$41.8M +14% 6.52% 79.9% 156 11.54% 1.3
Concord Wealth Partners
3505
Concord Wealth Partners
Virginia
$349M +$52M +18% 4.05% 66% 1,129 16.83% 0.4
Amarillo National Bank
3506
Amarillo National Bank
Texas
$349M -$44.9M -11% 6.7% 63.5% 101 7.92% 4.5
Pier 88 Investment Partners
3507
Pier 88 Investment Partners
California
$348M +$53.3M +18% 3.69% 36.1% 118 11.86% 1.3
Alight Capital Management
3508
Alight Capital Management
New York
$348M -$36.9M -10% 9.16% 466% 78 58.97% 0.5
EEP
3509
Edgehill Endowment Partners
Connecticut
$348M +$45.5M +15% 3.47% 11.6% 7 14.29% 2.1
Northwest Quadrant Wealth Management
3510
Northwest Quadrant Wealth Management
Oregon
$347M +$23.6M +7% 5.23% 45.6% 66 6.06% 3
Rock Point Advisors
3511
Rock Point Advisors
Vermont
$347M +$26.2M +8% 4.77% 82.8% 101 5.94% 3.5
Hunting Hill Global Capital
3512
Hunting Hill Global Capital
New York
$347M +$36.1M +12% 7.3% 132% 115 53.04% 0.2
Southern Wealth Management
3513
Southern Wealth Management
Texas
$347M +$43.1M +14% 5.87% 50% 56 3.57% 1.3
First PREMIER Bank
3514
First PREMIER Bank
South Dakota
$346M +$64.1M +23% 5.81% 63% 370 16.22% 2.9
Mosaic Family Wealth
3515
Mosaic Family Wealth
Missouri
$346M +$262K +0.1% 7.07% 85.2% 171 7.6% 3.6
Orchard Capital Management
3516
Orchard Capital Management
Illinois
$346M +$28.3M +9% 5.51% 140% 45 8.89% 0.5
Cedar Brook Financial Partners
3517
Cedar Brook Financial Partners
Ohio
$346M +$57.4M +20% 6.35% 47% 383 20.37% 1.4
Canal Capital Management
3518
Canal Capital Management
Virginia
$346M +$52.8M +18% 8.67% 67.8% 140 11.43% 2.8
Johnson Bixby & Associates
3519
Johnson Bixby & Associates
Washington
$346M +$29.5M +9% 4.37% 48.7% 84 9.52% 0.5
Fort LP
3520
Fort LP
Maryland
$346M -$10.5M -3% 7.34% 56.8% 292 20.55% 1.9
Parkside Financial Bank & Trust
3521
Parkside Financial Bank & Trust
Missouri
$346M +$14.4M +4% 7.41% 73.6% 1,868 12.26% 3.2
SCP Investment
3522
SCP Investment
California
$345M +$10.7M +3% 3.73% 32.8% 37 48.65% 0.9
Harfst & Associates
3523
Harfst & Associates
Wyoming
$345M +$13.3M +4% 6.33% 88.1% 148 17.57% 2.5
PPP
3524
Private Portfolio Partners
New Jersey
$345M +$36.5M +12% 6.39% 16.9% 270 17.04% 1.6
Cloverfields Capital Group
3525
Cloverfields Capital Group
Minnesota
$345M +$35.8M +12% 8.42% 101% 77 33.77% 0.4