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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)
FSA
3601
Financial Services Advisory
Maryland
$426M +$12.7M +3% 1.37% 82.5% 64 31.25% 1.3
Greenstone Partners & Co
3602
Greenstone Partners & Co
California
$426M +$140M +49% 83.9% 527% 9 0% 3.4
White Mountains Insurance Group
3603
White Mountains Insurance Group
New Hampshire
$426M -$117M -22% 16.7% 105% 2 0% 3.1
Stamos Capital Partners
3604
Stamos Capital Partners
California
$426M +$1.18M +0.3% 3.91% 36.7% 134 11.19% 2.3
Kore Advisors
3605
Kore Advisors
Florida
$426M +$77.5M +22% 9.93% – 25 40% 0.6
Rather & Kittrell
3606
Rather & Kittrell
Tennessee
$425M +$17.2M +4% 3.4% 41.1% 86 8.14% 2.1
McNamara Financial Services
3607
McNamara Financial Services
Massachusetts
$425M -$82.4M -16% 2.51% 42.6% 90 26.67% 5
Element Pointe Advisors
3608
Element Pointe Advisors
Florida
$425M +$14M +3% 2.08% 75.1% 73 10.96% 3.1
Mason & Associates (California)
3609
Mason & Associates (California)
California
$425M +$24.2M +6% 1.07% 68.5% 120 21.67% 1.8
Harvey Capital Management
3610
Harvey Capital Management
Florida
$425M +$24.9M +6% 6.79% 147% 87 20.69% 4.2
Virtus Wealth Solutions
3611
Virtus Wealth Solutions
New Jersey
$424M – – 15.9% – 46 – 0
Parkside Advisors
3612
Parkside Advisors
California
$424M +$3.2M +0.8% 1.05% 36.7% 84 7.14% 4.4
True North Advisors
3613
True North Advisors
Texas
$424M +$42M +11% 0.95% 82.9% 235 42.55% 2
KPP Advisory Services
3614
KPP Advisory Services
Kentucky
$424M +$7.39M +2% 2.38% 87.9% 273 10.26% 0.9
Glynn Capital Management
3615
Glynn Capital Management
California
$424M -$12.7M -3% 11.6% 252% 53 16.98% 5.5
First Commonwealth Financial Corp
3616
First Commonwealth Financial Corp
Pennsylvania
$424M +$6.33M +2% 1.09% 72.9% 230 16.52% 4
Werba Rubin Papier Wealth Management
3617
Werba Rubin Papier Wealth Management
California
$424M -$2.39M -0.6% 0.17% 67% 213 17.84% 1.2
Nicolet Bankshares
3618
Nicolet Bankshares
Wisconsin
$424M +$10.9M +3% 0.71% 75.5% 205 6.34% 5.9
Advantage Alpha Capital Partners
3619
Advantage Alpha Capital Partners
California
$423M -$15.9M -4% 3.54% 79.2% 184 26.63% 1.5
Talos Asset Management
3620
Talos Asset Management
New York
$423M – – 7.75% – 21 – 0
ALM First Financial Advisors
3621
ALM First Financial Advisors
Texas
$423M +$19.5M +5% 2.24% 50.5% 27 14.81% 1.4
Stordahl Capital Management
3622
Stordahl Capital Management
Colorado
$423M +$2.37M +0.6% 0.91% 54% 62 19.35% 4.3
Advisors Management Group
3623
Advisors Management Group
Wisconsin
$423M -$621K -0.1% 0.8% 125% 158 6.33% 4.3
TBH Global Asset Management
3624
TBH Global Asset Management
Tennessee
$422M -$36.2M -8% 1.74% 83.3% 237 8.44% 2.7
Burke & Herbert Bank & Trust
3625
Burke & Herbert Bank & Trust
Virginia
$422M -$8.3M -2% 0.8% 81.5% 234 5.56% 4.6