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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)
AlpInvest Partners
3551
AlpInvest Partners
Netherlands
$296M -$16.2M -5% 21.7% 138% 26 11.54% 0.6
Granger Management
3552
Granger Management
New York
$296M -$83.8M -22% 11.2% 69.9% 32 15.63% 1.2
Franklin, Parlapiano, Turner & Welch
3553
Franklin, Parlapiano, Turner & Welch
Texas
$296M -$40.2M -12% 11.3% 41.6% 52 9.62% 6.2
Kelman-Lazarov Inc
3554
Kelman-Lazarov Inc
Tennessee
$296M -$4.62M -2% 13.8% 46.6% 90 17.78% 4.1
Bank Pictet & Cie (Asia)
3555
Bank Pictet & Cie (Asia)
Singapore
$296M -$73.2M -20% 13.5% 30.4% 99 13.13% 3.4
EGA
3556
E&G Advisors
Texas
$296M -$70.6M -19% 13.4% 97.7% 222 13.06% 0.7
Peninsula Wealth
3557
Peninsula Wealth
California
$296M -$55.6M -16% 16.1% 30% 72 15.28% 1.3
Brandywine Trust
3558
Brandywine Trust
Delaware
$295M -$9.5M -3% 1.94% 32.7% 29 17.24% 7.6
Equius Partners
3559
Equius Partners
California
$295M +$63.4M +27% 11.9% – 19 31.58% 0.4
Siena Capital Partners
3560
Siena Capital Partners
Illinois
$295M -$26.7M -8% 5.11% 44.2% 109 6.42% 2.7
WNY Asset Management
3561
WNY Asset Management
New York
$295M -$28.8M -9% 7.39% – 179 14.53% 1.1
Moller Wealth Partners
3562
Moller Wealth Partners
$295M -$26.7M -8% 12.3% 44.1% 54 11.11% 5.5
Insight Advisors
3563
Insight Advisors
Pennsylvania
$295M -$38.8M -12% 15.8% 74% 338 17.75% 1.2
Howard Financial Services
3564
Howard Financial Services
Texas
$294M -$43.1M -13% 13.5% 55.9% 145 20% 2
Falcon Wealth Planning
3565
Falcon Wealth Planning
California
$294M -$25.4M -8% 14.6% 52.7% 84 14.29% 1.1
West Paces Advisors
3566
West Paces Advisors
Georgia
$294M -$26.8M -8% 11.4% 57.7% 609 10.34% 3.3
Affinity Capital Advisors
3567
Affinity Capital Advisors
California
$294M -$26.1M -8% 15.5% 72.7% 119 13.45% 2
GWM
3568
GSB Wealth Management
Connecticut
$293M -$49.4M -14% 9.87% 61.8% 220 10.45% 1.5
Scarborough Advisors
3569
Scarborough Advisors
Maryland
$293M -$19.8M -6% 12.5% 63.3% 67 31.34% 0.4
Nepsis Inc
3570
Nepsis Inc
Minnesota
$293M -$41.9M -12% 8.3% 131% 35 25.71% 2.7
Tekne Capital Management
3571
Tekne Capital Management
New York
$293M -$180M -38% 28.9% 516% 14 0% 1.9
Newman Dignan & Sheerar Inc
3572
Newman Dignan & Sheerar Inc
Rhode Island
$293M -$228M -44% 12% 82.6% 218 26.61% 4.6
BCWM LLC
3573
BCWM LLC
Kansas
$293M -$42.1M -13% 10.8% – 62 14.52% 3.7
ACM
3574
Aquilo Capital Management
California
$293M -$387M -57% 21.8% 6.84% 15 20% 2
SkyOak Wealth
3575
SkyOak Wealth
Michigan
$293M -$67.1M -19% 13.6% 73.4% 259 21.24% 1.8