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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)
SVF Sponsor III
3676
SVF Sponsor III
California
$304M -$85.3M -22% 21.9% 133% 1 0% 0.8
Revolution Growth Management Company
3677
Revolution Growth Management Company
District of Columbia
$304M -$118M -28% 19.2% 23.5% 4 0% 1.6
Roof Eidam Maycock Peralta (REMP)
3678
Roof Eidam Maycock Peralta (REMP)
California
$304M +$5.05M +2% 3.25% 62.3% 127 11.02% 4.5
HI
3679
Hyundai Investments
South Korea
$304M -$7.12M -2% 2.29% 74.8% 1 0% 1.8
Concentric Wealth Management
3680
Concentric Wealth Management
California
$304M -$10.8M -3% 2.66% 33.4% 123 8.94% 5.1
SeaBridge Investment Advisors
3681
SeaBridge Investment Advisors
New Jersey
$303M -$774K -0.3% 1.89% 128% 141 18.44% 4.5
Riverpoint Wealth Management Holdings
3682
Riverpoint Wealth Management Holdings
Illinois
$303M -$12.2M -4% 4.5% 53.6% 51 5.88% 4.7
Moerus Capital Management
3683
Moerus Capital Management
New York
$303M -$38.6M -11% 6.3% 220% 17 5.88% 3.4
RS
3684
Retirement Solution
Washington
$303M -$7M -2% 3.52% 77.3% 46 15.22% 1.6
KPP Advisory Services
3685
KPP Advisory Services
Kentucky
$303M – – 3.84% 87.9% 216 – 0
Hel Ved Capital Management
3686
Hel Ved Capital Management
Hong Kong
$303M +$30.5M +11% 13% 1,351% 56 62.5% 0.3
Chemistry Wealth Management
3687
Chemistry Wealth Management
New York
$303M -$4.81M -2% 1.07% 77.1% 150 6.67% 1.3
Standpoint Asset Management
3688
Standpoint Asset Management
Arizona
$303M -$1.97M -0.6% 3.9% 71.9% 8 0% 0.8
Roberts, Glore & Co
3689
Roberts, Glore & Co
Illinois
$303M -$9.9M -3% 2.49% 72.3% 202 2.97% 5.7
Laidlaw Wealth Management
3690
Laidlaw Wealth Management
New York
$303M -$209M -41% 2.77% 150% 385 39.48% 1.8
Blankinship & Foster
3691
Blankinship & Foster
California
$302M -$6.9M -2% 3.65% 67.1% 58 6.9% 4.1
New Harbor Financial Group
3692
New Harbor Financial Group
Massachusetts
$302M -$76.5M -20% 6.3% 94.6% 55 30.91% 1.9
Capital City Trust
3693
Capital City Trust
Florida
$302M -$19.4M -6% 1.82% 98.5% 126 15.87% 6.5
Financial Management Network
3694
Financial Management Network
California
$302M +$15.2M +5% 2.91% 62.5% 150 10% 1.8
Enstar Group
3695
Enstar Group
Bermuda
$302M -$32M -10% 7.63% 29.5% 11 18.18% 2.9
MinichMacGregor Wealth Management
3696
MinichMacGregor Wealth Management
New York
$302M -$18.3M -6% 2.52% 130% 103 17.48% 1.8
Hoey Investments
3697
Hoey Investments
Pennsylvania
$302M -$5.2M -2% 3.39% 247% 372 11.29% 1.8
PTB
3698
Pioneer Trust Bank
Oregon
$302M -$45.3M -13% 3.69% 61.4% 72 1.39% 7.4
Eldridge Investment Advisors
3699
Eldridge Investment Advisors
New Hampshire
$301M -$4.63M -2% 2.83% 50.9% 154 14.94% 3.1
Orion Resource Partners (USA)
3700
Orion Resource Partners (USA)
New York
$301M -$54.7M -15% 11.5% – 3 0% 0.8