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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)
Squadra Investments
3501
Squadra Investments
Brazil
$535M +$86.8M +19% 7.52% 1.55% 7 28.57% 1.3
Manchester Financial
3502
Manchester Financial
California
$535M +$33.9M +7% 1.87% 73% 149 17.45% 2.8
CTAF
3503
Call To Action Foundation
Utah
$535M -$25.5M -5% 2.41% – 1 0% 2
LT
3504
Legacy Trust
Michigan
$535M +$27.4M +5% 4.06% 95% 198 8.08% 2
Chemistry Wealth Management
3505
Chemistry Wealth Management
New York
$535M +$16.2M +3% 4.6% 77.1% 207 5.8% 2.6
OPL
3506
Orland Properties Ltd
British Virgin Islands
$534M +$66.8M +14% 16.5% 77.6% 9 0% 1.2
Fourthstone LLC
3507
Fourthstone LLC
Missouri
$534M -$23.3M -4% 8.48% 104% 85 38.82% 1.6
Correct Capital Wealth Management
3508
Correct Capital Wealth Management
Missouri
$534M -$73.7M -12% 1.67% 83.6% 121 10.74% 1.7
Three Arch Wealth Management
3509
Three Arch Wealth Management
California
$534M – – 2.54% – 59 – 0
Iowa State Bank
3510
Iowa State Bank
Iowa
$533M +$7.94M +2% 3.48% 85.7% 123 4.88% 6
EFL
3511
ERn Financial LLC
Wisconsin
$532M +$25.4M +5% 1.76% 61.2% 148 6.76% 4.1
Unio Capital
3512
Unio Capital
New Jersey
$532M +$112M +27% 8.09% 97.8% 25 16% 4.3
Mason & Associates (California)
3513
Mason & Associates (California)
California
$531M +$34.8M +7% 2.51% 68.5% 167 26.35% 1.7
ShawSpring Partners
3514
ShawSpring Partners
Massachusetts
$531M -$141M -21% 8.63% 3.53% 13 30.77% 1.3
Steadview Capital Management
3515
Steadview Capital Management
United Kingdom
$531M -$167M -24% 6.47% 839% 13 23.08% 1.7
Arvin Capital Management
3516
Arvin Capital Management
Texas
$531M -$22.8M -4% 5.86% – 50 48% 0.5
Long Run Wealth Advisors
3517
Long Run Wealth Advisors
New York
$531M +$21.2M +4% 1.69% 50.5% 110 4.55% 2.6
NTCM
3518
Nut Tree Capital Management
New York
$531M +$97.2M +22% 10.2% 101% 10 40% 2.5
MAM
3519
Milestone Asset Management
Pennsylvania
$530M +$1.54M +0.3% 2.19% 64.4% 262 33.21% 1.3
Harvest Investment Services
3520
Harvest Investment Services
Illinois
$530M +$33M +7% 9.15% 282% 391 34.78% 1.4
Founders Financial Alliance
3521
Founders Financial Alliance
North Carolina
$530M -$1.07M -0.2% 2.45% 84.9% 742 22.1% 3.1
Sage Rhino Capital
3522
Sage Rhino Capital
California
$530M +$12.1M +2% 3% 93.9% 339 20.35% 3.3
LHC
3523
Lodge Hill Capital
New York
$529M -$30.5M -5% 0.2% 17.9% 27 44.44% 1.1
Garrett Wealth Advisory Group
3524
Garrett Wealth Advisory Group
Texas
$529M +$16M +3% 1.42% 74.6% 124 8.06% 2.7
Lafayette Investments
3525
Lafayette Investments
Maryland
$529M +$6.9M +1% 2.4% 77.9% 162 7.41% 5.1