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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)
Affiance Financial
3601
Affiance Financial
Minnesota
$412M +$29.1M +8% 6.33% 57.8% 103 8.74% 5.2
Wilson Asset Management
3602
Wilson Asset Management
Australia
$412M +$30.7M +8% 12.4% 58% 30 20% 1.5
Westwind Capital
3603
Westwind Capital
New Mexico
$412M +$9.2M +2% 7.51% 87.6% 51 25.49% 2.6
Brave Asset Management
3604
Brave Asset Management
New Jersey
$412M +$19.3M +5% 4.99% 76.3% 177 14.12% 4.5
UAM
3605
UAS Asset Management
New York
$412M -$5.75M -1% 5.37% 98% 18 44.44% 4.6
WCMN
3606
Westchester Capital Management (Nebraska)
Nebraska
$412M +$15.6M +4% 7.51% 121% 41 0% 8
HWM
3607
HFR Wealth Management
New York
$412M +$18.6M +5% 7.81% 47.5% 56 8.93% 2.9
DA
3608
Dash Acquisitions
California
$411M +$45.6M +12% 7.24% 52% 58 12.07% 2
AIS
3609
AM Investment Strategies
Tennessee
$411M +$5.66M +1% 8.41% 121% 120 24.17% 2.3
SXL
3610
Summit X LLC
Missouri
$411M -$34.6M -8% 5.01% 62.9% 237 11.39% 3.6
SEP
3611
Southland Equity Partners
Missouri
$411M +$60.9M +17% 6.3% 66.1% 237 17.72% 2.2
Element Pointe Advisors
3612
Element Pointe Advisors
Florida
$411M +$16.7M +4% 4.88% 75.1% 79 18.99% 2.9
RS
3613
Retirement Solution
Washington
$411M +$38.4M +10% 6.22% 77.3% 61 42.62% 1.4
DoubleLine ETF Adviser
3614
DoubleLine ETF Adviser
Florida
$411M +$30.7M +8% 10.6% 51.6% 241 47.72% 0.8
Kapitalo Investimentos
3615
Kapitalo Investimentos
Brazil
$410M +$76.6M +23% 7.74% 66.5% 242 66.94% 0.4
Concentric Wealth Management
3616
Concentric Wealth Management
California
$410M +$26.5M +7% 7.61% 33.4% 138 5.8% 5.1
NTIC
3617
Napean Trading & Investment Company
Singapore
$410M -$10.5M -3% 2.28% – 46 26.09% 0.5
Chan Zuckerberg Initiative
3618
Chan Zuckerberg Initiative
California
$410M +$108M +36% 7.1% 59% 3 33.33% 0.7
InceptionR
3619
InceptionR
California
$410M +$55.4M +16% 10.3% 62.9% 919 72.14% 0.2
P. Schoenfeld Asset Management (PSAM)
3620
P. Schoenfeld Asset Management (PSAM)
New York
$409M -$4.48M -1% 14% 367% 55 50.91% 0.7
Hamilton Wealth
3621
Hamilton Wealth
California
$409M +$36.9M +10% 5.31% 108% 135 46.67% 1.4
Blankinship & Foster
3622
Blankinship & Foster
California
$409M +$21M +5% 5.64% 67.1% 73 5.48% 4
Carrera Capital Advisors
3623
Carrera Capital Advisors
Michigan
$409M +$103M +34% 6.09% – 117 35.04% 0.2
Spinnaker Investment Group
3624
Spinnaker Investment Group
California
$409M +$46M +13% 5.69% 56.9% 93 12.9% 1.9
SeaBridge Investment Advisors
3625
SeaBridge Investment Advisors
New Jersey
$409M +$23.2M +6% 7.44% 128% 162 15.43% 4.2