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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)
SCHF (GPE)
3576
SCHF (GPE)
Wyoming
$418M – – 2.31% – 3 – 0.6
Sterling Investment Advisors (Pennsylvania)
3577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 1.49% 111% 180 13.89% 4.4
Systelligence LLC
3578
Systelligence LLC
Minnesota
$416M +$11.2M +3% 0.66% 58.3% 51 25.49% 1.3
Core Alternative Capital
3579
Core Alternative Capital
Georgia
$416M -$62.4M -13% 0.58% 74.5% 365 6.85% 3.3
UAM
3580
UAS Asset Management
New York
$416M +$1M +0.2% 3.89% 98% 16 37.5% 5
Burke & Herbert Bank & Trust
3581
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 0.01% 81.5% 235 6.38% 4.7
Parkside Advisors
3582
Parkside Advisors
California
$415M -$9.01M -2% 1.31% 36.7% 83 6.02% 4.5
Hamilton Wealth
3583
Hamilton Wealth
California
$415M +$2.64M +0.6% 0.4% 108% 135 50.37% 1.6
Gardner Lewis Asset Management
3584
Gardner Lewis Asset Management
Pennsylvania
$415M +$2.54M +0.6% 4.57% 240% 99 43.43% 2.2
Marietta Investment Partners
3585
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 0.89% 160% 167 12.57% 5.2
LT
3586
Legacy Trust
Michigan
$415M -$16M -4% 3.72% 110% 163 6.13% 2
GWM
3587
Gibbs Wealth Management
Georgia
$415M +$46.2M +13% 0.82% – 321 15.58% 0.7
Shelter Mutual Insurance
3588
Shelter Mutual Insurance
Missouri
$415M +$13.6M +3% 4.26% 51.2% 57 0% 6.5
Cherry Tree Wealth Management
3589
Cherry Tree Wealth Management
Minnesota
$415M +$10.6M +3% 0.76% 38.9% 765 16.99% 1.3
Balboa Wealth Partners
3590
Balboa Wealth Partners
Arizona
$414M -$24.1M -5% 6.8% 214% 380 25.26% 1.3
NAMP
3591
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$414M -$22.4M -5% 4.37% 90.2% 146 2.74% 6.9
Owls Nest Partners IA
3592
Owls Nest Partners IA
Pennsylvania
$414M -$36.9M -8% 7.19% 105% 17 17.65% 2.3
FCPM III Services
3593
FCPM III Services
Netherlands
$414M -$179M -30% 28.8% – 8 12.5% 1
Patton Fund Management
3594
Patton Fund Management
Texas
$413M -$97.4M -19% 1.61% 211% 91 32.97% 1.4
Founders Financial Alliance
3595
Founders Financial Alliance
North Carolina
$413M +$48.9M +13% 1.61% 84.9% 657 18.72% 2.7
Arista Wealth Management
3596
Arista Wealth Management
Nevada
$413M -$4.5M -1% 3.07% 67% 68 5.88% 1.3
Hussman Strategic Advisors
3597
Hussman Strategic Advisors
Maryland
$413M +$74.1M +22% 1.26% 43.1% 327 57.49% 1.9
Francis Financial
3598
Francis Financial
$412M +$17.4M +4% 1.64% 56.2% 98 13.27% 2.1
Bienville Capital Management
3599
Bienville Capital Management
New York
$412M +$4.15M +1% 5.91% 36.3% 84 28.57% 3.3
Estuary Capital Management
3600
Estuary Capital Management
Minnesota
$412M +$69.9M +20% 6.16% – 16 50% 0.6