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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)
WESPAC Advisors SoCal
3626
WESPAC Advisors SoCal
California
$560M +$90.1M +19% 23.1% 135% 132 17.42% 2.5
NatWest Group
3627
NatWest Group
United Kingdom
$560M +$98.1M +21% 24.2% 207% 49 12.24% 2.4
Riggs Asset Management
3628
Riggs Asset Management
Pennsylvania
$560M +$74.5M +15% 26.2% 207% 151 28.48% 3.4
Okabena Investment Services
3629
Okabena Investment Services
Minnesota
$560M +$41.1M +8% 14.2% 72.4% 158 17.09% 2.4
University of Illinois Foundation
3630
University of Illinois Foundation
Illinois
$560M +$72.4M +15% 17.5% – 43 60.47% 0.4
Opal Capital
3631
Opal Capital
Florida
$560M -$5.01M -0.9% 13.4% – 171 38.01% 0.3
Equitec Proprietary Markets
3632
Equitec Proprietary Markets
Illinois
$559M +$372M +199% 46.2% 526% 125 57.6% 0.8
SCM
3633
Soros Capital Management
New York
$559M +$329M +143% 79% 732% 65 38.46% 1.1
Bleichroeder LP
3634
Bleichroeder LP
New York
$559M -$19.6M -3% 8.56% 202% 87 17.24% 2.7
Noble Family Wealth
3635
Noble Family Wealth
Florida
$559M +$74.5M +15% 12.8% 60% 80 12.5% 2.6
Investors Research Corp
3636
Investors Research Corp
Georgia
$559M +$35.5M +7% 10.6% 62.1% 903 16.94% 4.5
PHC
3637
Palidye Holdings (Caymans)
Cayman Islands
$559M +$19.6M +4% 9.71% – 14 21.43% 0.5
Brasada Capital Management
3638
Brasada Capital Management
Texas
$558M +$13.3M +2% 13.3% 76.5% 177 32.2% 2.3
Frontier Asset Management
3639
Frontier Asset Management
Wyoming
$558M +$81.3M +17% 10.5% 57.1% 98 15.31% 2
Wealth Dimensions Group
3640
Wealth Dimensions Group
Ohio
$558M +$50M +10% 11.8% 57.1% 185 11.35% 3.6
Strong Tower Advisory Services
3641
Strong Tower Advisory Services
Minnesota
$558M +$26.7M +5% 8.66% 155% 102 17.65% 3
Moody Aldrich Partners
3642
Moody Aldrich Partners
Massachusetts
$557M +$2.08M +0.4% 36.8% 312% 223 36.32% 1.4
Foresight Group
3643
Foresight Group
United Kingdom
$556M -$10.4M -2% 4.71% – 66 16.67% 1.5
Northwest Bancshares
3644
Northwest Bancshares
Pennsylvania
$555M +$53M +11% 20.1% 84.8% 181 10.5% 5
WCMN
3645
Westchester Capital Management (Nebraska)
Nebraska
$555M +$58.9M +12% 22.7% 121% 46 2.17% 8.3
BCS Wealth Management
3646
BCS Wealth Management
Tennessee
$555M +$65.2M +13% 10.4% 46.7% 272 9.56% 2.2
Moment Partners
3647
Moment Partners
California
$555M -$5.62M -1% 18.4% – 118 18.64% 1.3
CBTWT
3648
Community Bank & Trust (Waco, Texas)
Texas
$555M +$50M +10% 25.2% 124% 170 6.47% 6.1
CM Wealth Advisors
3649
CM Wealth Advisors
Ohio
$554M +$84.9M +18% 15.4% 64.7% 203 32.51% 1.3
Bricktown Capital
3650
Bricktown Capital
Michigan
$553M +$45.6M +9% 10.8% 46.2% 32 12.5% 2.3