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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)
San Luis Wealth Advisors
3526
San Luis Wealth Advisors
California
$465M +$23.2M +5% 6.72% 61.9% 160 28.75% 1.3
Silchester International Investors
3527
Silchester International Investors
United Kingdom
$465M -$91.8M -16% 17.4% 53.9% 4 25% 1.4
Vickerman Investment Advisors
3528
Vickerman Investment Advisors
Washington
$465M +$23.8M +5% 6.07% 47.3% 85 8.24% 2.7
Edenbrook Capital
3529
Edenbrook Capital
New York
$465M +$123M +36% 61.2% 267% 27 51.85% 1.5
Holderness Investments Company
3530
Holderness Investments Company
North Carolina
$465M +$36M +8% 14.1% 144% 266 13.53% 5.5
BCS Wealth Management
3531
BCS Wealth Management
Tennessee
$465M +$75.7M +19% 6.18% 46.7% 280 19.29% 1.5
AA Financial Advisors
3532
AA Financial Advisors
Ohio
$464M +$54.2M +13% 9.15% 68.8% 195 15.9% 1
Groupe Bruxelles Lambert
3533
Groupe Bruxelles Lambert
Belgium
$464M -$24.4M -5% 5% – 1 0% 1.5
Eleva Capital
3534
Eleva Capital
France
$464M – – 14.9% – 33 – 0
NBW Capital
3535
NBW Capital
Massachusetts
$464M +$12.6M +3% 6.33% 86% 119 22.69% 3.7
Privium Fund Management
3536
Privium Fund Management
Netherlands
$464M +$79.9M +21% 31.8% 451% 63 23.81% 1.8
UAM
3537
UAS Asset Management
New York
$463M +$47.8M +11% 9.38% 98% 16 37.5% 3.8
Intellectus Partners
3538
Intellectus Partners
California
$463M +$57.7M +14% 19.2% 157% 294 13.95% 3.7
First Commonwealth Financial Corp
3539
First Commonwealth Financial Corp
Pennsylvania
$463M +$38.5M +9% 10.1% 72.9% 236 10.17% 4.1
Elwood & Goetz Wealth Advisory Group
3540
Elwood & Goetz Wealth Advisory Group
Georgia
$463M +$53.4M +13% 9.35% 58.2% 117 18.8% 2.6
TrueMark Investments
3541
TrueMark Investments
Illinois
$463M +$81M +21% 4.97% – 251 64.94% 0.5
Whalerock Point Partners
3542
Whalerock Point Partners
Rhode Island
$463M +$41.3M +10% 11.7% 103% 192 6.77% 5.4
ALM First Financial Advisors
3543
ALM First Financial Advisors
Texas
$462M +$24.8M +6% 5.87% 50.5% 23 0% 2.2
Ovata Capital Management
3544
Ovata Capital Management
Hong Kong
$462M +$199M +75% 16% 69.1% 57 52.63% 0.6
Requisite Capital Management
3545
Requisite Capital Management
Texas
$462M +$18.7M +4% 5.76% 41% 96 18.75% 1.8
Kapitalo Investimentos
3546
Kapitalo Investimentos
Brazil
$461M -$31.7M -6% 16.3% 66.5% 171 81.29% 0.2
SR One Capital Management
3547
SR One Capital Management
Pennsylvania
$461M +$72.1M +19% 18.4% 656% 13 7.69% 1.6
Renaissance Investment Group
3548
Renaissance Investment Group
Massachusetts
$461M +$49M +12% 16.1% 99.6% 80 11.25% 7.2
Liberty Mutual Group Asset Management
3549
Liberty Mutual Group Asset Management
Massachusetts
$461M +$160M +53% 14% 47.9% 24 50% 0.9
Bernardo Wealth Planning
3550
Bernardo Wealth Planning
Pennsylvania
$461M +$42.6M +10% 7.45% 56.9% 126 15.87% 3.4