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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)
Sunburst Financial Group
3651
Sunburst Financial Group
Alabama
$475M +$28.4M +6% 5.48% 55.7% 123 8.94% 3.3
IR
3652
IAT Reinsurance
New York
$475M +$29.8M +7% 7.95% 60.2% 91 15.38% 4.8
Vantage Financial Partners (Wisconsin)
3653
Vantage Financial Partners (Wisconsin)
Wisconsin
$475M +$41.5M +10% 6.36% 53.8% 221 10.41% 1.6
Cliffwater
3654
Cliffwater
California
$475M -$11.6M -2% 3.29% 29.4% 24 8.33% 4.4
AAM
3655
AR Asset Management
California
$474M +$24.5M +5% 7.92% 64.9% 115 6.09% 8.6
TCOT
3656
Trust Company of Tennessee
Tennessee
$474M +$45.2M +11% 6.15% – 7 0% 1.1
Sphera Funds Management
3657
Sphera Funds Management
Israel
$474M +$47.9M +11% 29.8% 245% 142 42.25% 1.3
Seeds Investor
3658
Seeds Investor
New York
$474M +$47.9M +11% 6.5% – 279 20.79% 1.1
2Xideas
3659
2Xideas
Switzerland
$474M -$107M -18% 0.67% 40.6% 62 17.74% 2.6
Park Place Capital
3660
Park Place Capital
Alabama
$474M +$34.6M +8% 5.79% 60% 834 8.39% 2.1
Northwest Quadrant Wealth Management
3661
Northwest Quadrant Wealth Management
Oregon
$473M +$24.9M +6% 5.35% 45.6% 74 5.41% 4.9
Grant Street Asset Management
3662
Grant Street Asset Management
Pennsylvania
$473M +$31.1M +7% 4.98% 47.2% 94 13.83% 2.4
Manhattan West Asset Management
3663
Manhattan West Asset Management
California
$473M +$41.1M +10% 7.74% 65.6% 144 6.94% 2.4
Farmers & Merchants Trust Company
3664
Farmers & Merchants Trust Company
California
$473M +$2.22M +0.5% 7.85% 79.8% 223 11.21% 4.2
M Holdings Securities
3665
M Holdings Securities
Oregon
$473M -$110M -19% 11.2% 83.9% 202 79.21% 1
UAM
3666
UAS Asset Management
New York
$473M +$9.09M +2% 7.12% 98% 18 38.89% 4.2
Schwarz Dygos Wheeler Investment Advisors
3667
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$472M +$32.9M +7% 8.94% 74% 167 6.59% 4
Drive Wealth Management
3668
Drive Wealth Management
Utah
$472M +$15.4M +3% 8.12% 94.4% 393 20.87% 1.6
GoalVest Advisory
3669
GoalVest Advisory
New York
$472M +$67.8M +17% 9.17% 94.8% 414 16.18% 2
Global View Capital Management
3670
Global View Capital Management
Wisconsin
$471M +$158M +51% 11.6% – 147 29.25% 0.5
Verum Partners
3671
Verum Partners
North Carolina
$471M +$36.4M +8% 6.2% 57.7% 177 6.78% 1.9
Auxano Advisors
3672
Auxano Advisors
Washington
$470M +$42M +10% 9.87% 85.4% 174 7.47% 2.7
ORG Wealth Partners
3673
ORG Wealth Partners
Texas
$470M +$52.3M +13% 7.94% – 748 20.99% 0.7
Financial Security Advisor
3674
Financial Security Advisor
Virginia
$470M +$36M +8% 7.34% 76.3% 147 12.24% 1.4
Canal Insurance Company
3675
Canal Insurance Company
South Carolina
$470M +$22.9M +5% 12.2% 114% 75 14.67% 6.5