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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)
Geometric Wealth Advisors
3576
Geometric Wealth Advisors
District of Columbia
$321M -$480K -0.1% 3.44% 62.1% 40 12.5% 1.3
LCM
3577
Lionstone Capital Management
New York
$321M -$17.6M -5% 4.09% 74.1% 12 0% 3.7
MWM
3578
Mascoma Wealth Management
New Hampshire
$320M -$6.38M -2% 3.26% 43.7% 518 9.85% 2.2
Key Bridge Compliance
3579
Key Bridge Compliance
$319M – – 2.59% – 114 – 0
PT
3580
Plimoth Trust
Massachusetts
$319M -$15M -4% 3.07% 110% 158 0.63% 4.9
West Paces Advisors
3581
West Paces Advisors
Georgia
$319M -$20.1M -6% 3.74% 57.7% 560 9.64% 4.5
Accurate Wealth Management
3582
Accurate Wealth Management
Florida
$319M -$1.83M -0.6% 1.5% 101% 305 22.3% 1.1
CWM
3583
Compass Wealth Management
Connecticut
$318M -$12.6M -4% 2.53% 103% 427 12.88% 0.7
AA
3584
Ashford Advisors
New York
$318M -$14.6M -4% 3.52% 66.5% 15 0% 2.3
Chanos & Company
3585
Chanos & Company
New York
$318M -$208M -39% 0.81% – 66 56.06% 0.6
AGUR Provident & Training Funds Management
3586
AGUR Provident & Training Funds Management
Israel
$318M +$22.4M +8% 3.92% – 27 18.52% 1
VARA
3587
Value Aligned Research Advisors
New Jersey
$317M -$2.39M -0.7% 0.2% 1,641% 19 15.79% 0.6
Barometer Capital Management
3588
Barometer Capital Management
Ontario, Canada
$317M -$57.2M -15% 3.69% 339% 151 48.34% 0.5
Divisadero Street Capital Management
3589
Divisadero Street Capital Management
Florida
$317M -$28.8M -8% 1.82% 718% 68 64.71% 0.3
Knightsbridge Asset Management
3590
Knightsbridge Asset Management
California
$317M +$6.52M +2% 0.24% 150% 113 14.16% 2.2
American Financial Group Inc 401(K) Retirement & Savings Plan
3591
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$317M -$19.5M -6% 5.96% 17.8% 1 0% 10.3
PBF
3592
Petix & Botte Financial
California
$317M -$5.04M -2% 2.64% 47.5% 124 11.29% 2
Financial Strategies Group
3593
Financial Strategies Group
Michigan
$317M +$4.46M +1% 3.37% 44.9% 79 12.66% 2.5
Boone Capital Management
3594
Boone Capital Management
Georgia
$317M +$38.4M +14% 3.42% 278% 16 37.5% 0.5
Continental General Insurance Company
3595
Continental General Insurance Company
Texas
$317M +$39.4M +14% 30.3% 188% 14 21.43% 0.6
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3596
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$317M -$27.7M -8% 1.83% 1,119% 27 7.41% 1.1
Greenspring Advisors
3597
Greenspring Advisors
Maryland
$317M -$9.09M -3% 3.46% – 78 7.69% 1.4
MAM
3598
Morse Asset Management
Connecticut
$316M -$12.7M -4% 0.45% 222% 148 19.59% 3.2
Intellectus Partners
3599
Intellectus Partners
California
$316M -$17.1M -5% 2.89% 157% 278 10.79% 3.2
Kerrisdale Advisers
3600
Kerrisdale Advisers
Florida
$316M -$55.3M -15% 0.71% 78.8% 95 22.11% 0.9