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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)
G2 Investment Partners Management
3626
G2 Investment Partners Management
New York
$386M +$8.18M +2% 5.87% 1,145% 92 42.39% 1
SeaBridge Investment Advisors
3627
SeaBridge Investment Advisors
New Jersey
$386M +$6.27M +2% 2.68% 128% 155 10.97% 4.4
Vertex Planning Partners
3628
Vertex Planning Partners
Illinois
$385M +$23.9M +7% 3.27% 55.4% 159 7.55% 1.2
Dorsey Wright & Associates
3629
Dorsey Wright & Associates
California
$385M +$1.95M +0.5% 4.27% 311% 140 22.86% 1
Everhart Financial Group
3630
Everhart Financial Group
Ohio
$385M +$41.9M +12% 5.13% 123% 309 15.53% 1.6
Farmers & Merchants Trust Company
3631
Farmers & Merchants Trust Company
California
$385M -$19.6M -5% 3.57% 79.8% 204 12.75% 3.7
Tree Line Advisors
3632
Tree Line Advisors
Hong Kong
$385M +$53.8M +16% 19.8% 670% 8 25% 0.9
Vantage Financial Partners (Wisconsin)
3633
Vantage Financial Partners (Wisconsin)
Wisconsin
$385M +$13.7M +4% 1.45% 53.8% 160 16.25% 1.1
Stone House Investment Management
3634
Stone House Investment Management
Pennsylvania
$385M -$40.5M -10% 2.57% 57.9% 443 24.6% 0.9
Honeycomb Asset Management
3635
Honeycomb Asset Management
New York
$385M -$248M -39% 10.9% 49% 47 72.34% 0.4
Bank of New Hampshire
3636
Bank of New Hampshire
New Hampshire
$385M +$4.21M +1% 3.3% 96.5% 503 6.36% 2.3
Beacon Harbor Wealth Advisors
3637
Beacon Harbor Wealth Advisors
Virginia
$384M +$6.68M +2% 1.97% 143% 84 36.9% 1.6
Shelter Mutual Insurance
3638
Shelter Mutual Insurance
Missouri
$384M -$3.82M -1% 0.37% 51.2% 68 14.71% 5.7
Concentric Wealth Management
3639
Concentric Wealth Management
California
$384M +$7.89M +2% 2.26% 33.4% 138 3.62% 4.9
West Paces Advisors
3640
West Paces Advisors
Georgia
$383M +$4.04M +1% 0.61% 57.7% 608 11.02% 4.6
Avenir Tech
3641
Avenir Tech
Hong Kong
$383M – – 15.5% – 6 – 0
Boone Capital Management
3642
Boone Capital Management
Georgia
$383M -$111M -22% 4.97% 278% 24 33.33% 0.7
Affiance Financial
3643
Affiance Financial
Minnesota
$383M +$14.1M +4% 2.05% 57.8% 99 4.04% 5.2
Shulman DeMeo Asset Management
3644
Shulman DeMeo Asset Management
New York
$383M +$5.4M +1% 3.76% 79.3% 135 5.19% 2.4
Marcho Partners
3645
Marcho Partners
United Kingdom
$383M +$42.8M +13% 0.8% 115% 13 38.46% 1.7
PI
3646
Pennant Investors
New Jersey
$383M -$21.1M -5% 13.3% 372% 51 21.57% 1.1
Quattro Financial Advisors
3647
Quattro Financial Advisors
Texas
$382M +$30.7M +9% 2.56% 77.6% 90 26.67% 1.6
Carderock Capital Management
3648
Carderock Capital Management
Maryland
$382M +$25.4M +7% 2.9% 97.6% 75 17.33% 5.2
Unique Wealth
3649
Unique Wealth
Florida
$382M +$27.6M +8% 2.4% 68.5% 94 9.57% 1.1
REDW Wealth
3650
REDW Wealth
New Mexico
$382M +$10.6M +3% 1.79% 54.1% 166 8.43% 3.4