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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)
Westwind Capital
3601
Westwind Capital
New Mexico
$294M +$8.59M +3% 11.5% 87.6% 45 22.22% 2.8
New World Advisors
3602
New World Advisors
Massachusetts
$294M +$83.5M +40% 22.5% 84.1% 72 27.78% 1.1
AWM Capital
3603
AWM Capital
Arizona
$294M -$2.25M -0.8% 8.21% 51.1% 68 16.18% 0.8
First International Bank & Trust
3604
First International Bank & Trust
North Dakota
$294M +$27.8M +10% 4.44% 38.6% 85 8.24% 0.8
McLean Asset Management
3605
McLean Asset Management
Virginia
$294M +$34.2M +13% 9.65% 64.3% 142 15.49% 1.4
MVM Partners
3606
MVM Partners
Massachusetts
$294M – – 1.87% 77.3% 3 – 0
True North Advisors
3607
True North Advisors
Texas
$293M -$11.6M -4% 12.1% 82.9% 219 36.07% 1.9
Searle & Co
3608
Searle & Co
Connecticut
$293M +$32.9M +13% 15.7% 93.8% 151 8.61% 4.4
Financial & Tax Architects
3609
Financial & Tax Architects
Missouri
$293M +$26.2M +10% 8.61% 50.2% 94 45.74% 0.9
MY.Alpha Management HK Advisors
3610
MY.Alpha Management HK Advisors
Hong Kong
$293M -$51.9M -15% 6.17% 423% 20 50% 0.5
Hudson Edge Investment Partners
3611
Hudson Edge Investment Partners
New Jersey
$293M +$24.3M +9% 13.2% 67.9% 151 15.23% 4.5
WFI
3612
West Family Investments
California
$293M +$52.8M +22% 8.12% 116% 267 29.96% 1.1
Whitegate Investment Counselors
3613
Whitegate Investment Counselors
New Hampshire
$293M +$28.9M +11% 8.1% 48% 64 12.5% 5.7
KB Financial Partners
3614
KB Financial Partners
New Jersey
$293M +$13.2M +5% 9.62% – 613 9.46% 1.1
Concentric Wealth Management
3615
Concentric Wealth Management
California
$293M +$21.4M +8% 10.7% 33.4% 124 12.1% 4.4
McDonald Partners
3616
McDonald Partners
Ohio
$293M +$30.7M +12% 12.5% 90.7% 234 8.97% 1.1
Hudock Inc
3617
Hudock Inc
Pennsylvania
$293M -$3.56M -1% 9.49% 69.7% 818 82.15% 7.1
Squadra Investments
3618
Squadra Investments
Brazil
$292M -$192M -40% 12.1% 1.55% 9 33.33% 1.3
Monument Capital Management
3619
Monument Capital Management
Virginia
$292M +$25.8M +10% 11.7% 170% 167 22.16% 1.9
Inscription Capital
3620
Inscription Capital
Texas
$292M -$61.6M -17% 8.57% – 214 15.89% 1.8
Hanlon Investment Management
3621
Hanlon Investment Management
New Jersey
$292M +$26.1M +10% 13.1% 80.6% 131 31.3% 1.4
RL
3622
RPO LLC
Connecticut
$292M -$121M -29% 1.96% 66.2% 285 73.33% 0.3
AA
3623
Ashford Advisors
New York
$292M +$22.1M +8% 8.17% 66.5% 18 22.22% 1.5
Affinity Capital Advisors
3624
Affinity Capital Advisors
California
$292M +$5.83M +2% 6.1% 72.7% 115 9.57% 2.4
Post Oak Energy Holdings
3625
Post Oak Energy Holdings
Texas
$292M – – 16.1% 64.6% 4 – 0