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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)
Precedent Wealth Partners
3626
Precedent Wealth Partners
Texas
$500M +$22.8M +5% 1.49% 61.1% 178 10.67% 1.7
Marietta Investment Partners
3627
Marietta Investment Partners
Wisconsin
$499M -$4.24M -0.8% 2.27% 160% 173 13.29% 5
Artia Global Partners
3628
Artia Global Partners
Florida
$499M -$206M -29% 0.61% 725% 65 38.46% 0.8
Harraden Circle Investments
3629
Harraden Circle Investments
New York
$499M -$46.6M -9% 1.83% – 228 42.11% 0.5
KR Capital LP
3630
KR Capital LP
New York
$499M – – 5.89% – 49 – 0
Park Place Capital
3631
Park Place Capital
Alabama
$499M +$18.3M +4% 1.62% 60% 887 15.56% 2.2
Holderness Investments Company
3632
Holderness Investments Company
North Carolina
$498M +$6.3M +1% 3.38% 144% 266 9.77% 5.9
Scissortail Wealth Management
3633
Scissortail Wealth Management
Oklahoma
$498M +$59.1M +13% 2.2% 71.9% 121 16.53% 1.9
First Fiduciary Investment Counsel
3634
First Fiduciary Investment Counsel
Ohio
$497M -$18.7M -4% 1.5% 60% 73 12.33% 5.1
WCMN
3635
Westchester Capital Management (Nebraska)
Nebraska
$497M +$12.8M +3% 4.44% 121% 45 4.44% 8.2
TBH Global Asset Management
3636
TBH Global Asset Management
Tennessee
$497M -$103M -17% 1.16% 83.3% 293 35.15% 2.4
Turiya Advisors Asia
3637
Turiya Advisors Asia
Hong Kong
$496M -$157M -24% 14.6% 247% 6 33.33% 0.3
New Hampshire Trust
3638
New Hampshire Trust
New Hampshire
$496M -$18M -4% 0.49% 88.5% 175 12% 2.9
CH
3639
Canton Hathaway
Rhode Island
$496M -$23M -4% 1.98% 87.8% 293 13.31% 3.6
Talaria Asset Management
3640
Talaria Asset Management
Australia
$495M -$26.6M -5% 5% – 14 35.71% 0.6
WWMSC
3641
Wagner Wealth Management (South Carolina)
South Carolina
$495M +$24.7M +5% 1.22% 36.4% 281 6.05% 3.2
Bedell Frazier Investment Counselling
3642
Bedell Frazier Investment Counselling
California
$495M -$23.3M -4% 1.8% 72.5% 142 16.2% 3.1
Stelac Advisory Services
3643
Stelac Advisory Services
New York
$494M +$211M +75% 3.13% 84.9% 172 39.53% 3
Chemung Canal Trust
3644
Chemung Canal Trust
New York
$494M -$11.1M -2% 0.6% 93.4% 116 5.17% 8.6
Lafayette Investments
3645
Lafayette Investments
Maryland
$494M -$35.2M -7% 3.52% 77.9% 165 9.7% 5.1
Avidity Partners Management
3646
Avidity Partners Management
Texas
$494M +$147M +42% 63.1% 492% 60 60% 0.9
Rowlandmiller & Partners
3647
Rowlandmiller & Partners
Georgia
$493M -$24.9M -5% 1.43% 84% 198 5.56% 6.5
Scott Capital Advisors
3648
Scott Capital Advisors
Oregon
$493M +$41.8M +9% 1.13% 50.9% 58 8.62% 2.8
BPIA
3649
Broad Peak Investment Advisers
Singapore
$493M -$65M -12% 1.43% – 29 51.72% 0.3
Financial Sense Advisors
3650
Financial Sense Advisors
California
$493M -$54.7M -10% 6.08% 152% 179 36.31% 1.9