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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)
UIM
3576
Underhill Investment Management
California
$189M +$32.4M +21% 14.3% 59.8% 21 19.05% 2.5
CWAG
3577
Compton Wealth Advisory Group
Virginia
$189M -$5.57M -3% 14.6% 76.1% 72 9.72% 0.2
Hamilton Lane Advisors
3578
Hamilton Lane Advisors
Pennsylvania
$189M +$74.2M +65% 28.8% 167% 68 54.41% 0.6
Alliance Wealth Management Group
3579
Alliance Wealth Management Group
New Jersey
$189M +$21.1M +13% 8.09% 43.4% 60 16.67% 1.8
ORIX Corporation USA
3580
ORIX Corporation USA
Texas
$188M +$166M +740% 24.6% – 1 0% 1.3
Artemis Wealth Advisors
3581
Artemis Wealth Advisors
New York
$188M -$9.6M -5% 15.8% 174% 42 28.57% 1.9
Twin Securities
3582
Twin Securities
New York
$188M -$8.75M -4% 19.7% 506% 23 78.26% 0.2
Zebra Capital Management
3583
Zebra Capital Management
Connecticut
$188M +$26.5M +16% 14.5% 142% 499 38.68% 1.1
Teza Capital Management
3584
Teza Capital Management
Illinois
$188M -$75.6M -29% 15.5% 133% 479 76.62% 0.2
Spring Creek Capital
3585
Spring Creek Capital
Kansas
$188M +$43.8M +30% 48.3% 312% 39 94.87% 0
PWP
3586
Personal Wealth Partners
Minnesota
$188M +$28.7M +18% 10.3% 37.2% 69 56.52% 0.1
Stadium Capital Management
3587
Stadium Capital Management
Connecticut
$188M -$53.4M -22% 3.76% 10.9% 19 47.37% 1.7
Financial Synergies Wealth Advisors
3588
Financial Synergies Wealth Advisors
Texas
$188M – – 14.5% 79% 28 – 0
DC
3589
DPM Capital
Florida
$188M +$16.6M +10% 15.8% 110% 13 38.46% 0.3
NAH
3590
Neumann Advisory (HK)
Hong Kong
$188M +$43.9M +30% 28.2% 77.3% 12 8.33% 1.2
Axel Capital Management
3591
Axel Capital Management
New York
$188M +$36.6M +24% 12.4% 194% 12 25% 1.8
Peter Svennilson
3592
Peter Svennilson
$188M +$74.3M +65% 153% – 4 0% 0.3
Verger Capital Management
3593
Verger Capital Management
North Carolina
$188M +$5.05M +3% 9.77% 58.3% 13 0% 2.8
Biltmore Wealth Management
3594
Biltmore Wealth Management
Arizona
$188M +$97M +107% 9.05% 59.8% 72 79.17% 0.9
LFG
3595
LifePlan Financial Group
Ohio
$188M +$27.3M +17% 11.1% 20.2% 578 8.3% 1.5
Investors Research Corp
3596
Investors Research Corp
Georgia
$188M +$44.3M +31% 12.5% 62.1% 1,052 70.15% 0.4
Integrated Investment Consultants
3597
Integrated Investment Consultants
Michigan
$188M +$788K +0.4% 13.8% 70.2% 179 26.82% 2.5
WA
3598
Winfield Associates
Ohio
$187M +$24.1M +15% 13.6% 77.8% 130 13.85% 3.6
Fernwood Investment Management
3599
Fernwood Investment Management
Massachusetts
$187M +$32.2M +21% 21.2% 83.4% 159 11.32% 2.7
Avalon Global Asset Management
3600
Avalon Global Asset Management
California
$187M +$22.7M +14% 24.1% 278% 40 50% 2.3