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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)
Pacific Ridge Capital Partners
3551
Pacific Ridge Capital Partners
Oregon
$422M +$5.96M +1% 19.4% 149% 144 8.33% 5.6
Symmetry Partners
3552
Symmetry Partners
Connecticut
$422M -$1.52B -78% 6.05% 61.4% 528 87.12% 3.9
Nepsis Inc
3553
Nepsis Inc
Minnesota
$422M +$51M +14% 9.21% 131% 30 10% 4.1
Warwick Investment Management
3554
Warwick Investment Management
Texas
$422M -$5.14M -1% 6.65% 69.9% 116 24.14% 1.2
Cherry Tree Wealth Management
3555
Cherry Tree Wealth Management
Minnesota
$422M +$23.7M +6% 5.89% 38.9% 618 4.37% 1.1
TAA
3556
TB Alternative Assets
Cayman Islands
$421M -$8.1M -2% 2.54% 312% 45 28.89% 1.4
Parkside Advisors
3557
Parkside Advisors
California
$421M +$29.7M +8% 5.77% 36.7% 85 9.41% 4.1
HCM
3558
Harspring Capital Management
New York
$421M +$25.7M +6% 16.4% 70.6% 18 0% 2.8
GDS
3559
Gimbel Daniel Scott
$421M +$86.1M +26% 7.56% 57.1% 3 33.33% 2.5
RC
3560
Reik & Co
New York
$420M +$33.6M +9% 8.3% 47.2% 57 10.53% 7.6
Stordahl Capital Management
3561
Stordahl Capital Management
Colorado
$420M +$20.7M +5% 6.1% 54% 52 3.85% 4.9
Beacon Harbor Wealth Advisors
3562
Beacon Harbor Wealth Advisors
Virginia
$420M +$36M +9% 9.07% 143% 83 33.73% 1.7
Polus Capital Management
3563
Polus Capital Management
United Kingdom
$420M +$96.2M +30% 16.1% – 6 33.33% 0.5
Whalerock Point Partners
3564
Whalerock Point Partners
Rhode Island
$420M +$46.6M +12% 5.69% 103% 189 15.87% 4.9
Pacific Sage Partners
3565
Pacific Sage Partners
Washington
$420M +$16.7M +4% 3.71% 58.9% 109 11.93% 1.4
SM
3566
Scoggin Management
New York
$420M +$119M +40% 3.97% 889% 96 56.25% 0.5
Aspire Private Capital
3567
Aspire Private Capital
North Carolina
$420M +$31.8M +8% 5.73% 49.6% 728 10.58% 3.2
IDG China Venture Capital Fund IV Associates
3568
IDG China Venture Capital Fund IV Associates
Hong Kong
$420M -$17.1M -4% 1.06% 59.2% 4 25% 3.5
Castle Rock Wealth Management
3569
Castle Rock Wealth Management
California
$419M +$18.7M +5% 4.71% 115% 258 14.73% 2.5
KPS Global Asset Management (UK)
3570
KPS Global Asset Management (UK)
United Kingdom
$419M +$82.6M +25% 27.1% 373% 4 0% 4.4
SPC
3571
Stony Point Capital
New York
$419M +$29.2M +7% 7.13% 208% 44 18.18% 0.9
Shelter Mutual Insurance
3572
Shelter Mutual Insurance
Missouri
$419M +$34.3M +9% 8.89% 51.2% 58 1.72% 6
Bedell Frazier Investment Counselling
3573
Bedell Frazier Investment Counselling
California
$419M +$3.82M +0.9% 7.09% 72.5% 110 20.91% 3
Marshall Financial Group (Maryland)
3574
Marshall Financial Group (Maryland)
Maryland
$418M +$61M +17% 5.2% 63.5% 218 22.48% 1.8
Vertex Planning Partners
3575
Vertex Planning Partners
Illinois
$418M +$32.9M +9% 4.87% 55.4% 162 6.79% 1.4