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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)
OTL
3676
Oak Thistle LLC
New York
$348M +$9.6M +3% 12% 58.3% 683 72.62% 0.2
AP
3677
Arlington Partners
Alabama
$348M +$104M +43% 8.21% 46.4% 405 57.04% 1.8
Peak XV Partners Operations
3678
Peak XV Partners Operations
Mauritius
$348M – – 18% – 2 – 0
Mount Lucas Management
3679
Mount Lucas Management
Pennsylvania
$348M +$64.5M +23% 10.5% 109% 181 50.28% 0.5
Kickstand Ventures
3680
Kickstand Ventures
New York
$348M +$24.6M +8% 7.75% 51.4% 112 28.57% 0.2
First National Advisers
3681
First National Advisers
Nebraska
$347M +$123M +55% 10.9% 87.9% 165 15.15% 1
Hel Ved Capital Management
3682
Hel Ved Capital Management
Hong Kong
$347M +$44.1M +15% 40.6% 1,351% 73 65.75% 0.3
SC&H Financial Advisors
3683
SC&H Financial Advisors
Maryland
$347M +$46M +15% 10.4% 66.2% 145 15.17% 1.6
PT
3684
Plimoth Trust
Massachusetts
$347M +$27.2M +9% 11.2% 110% 161 3.73% 5.1
Intellectus Partners
3685
Intellectus Partners
California
$347M +$30.4M +10% 13.8% 157% 274 16.06% 3.5
ESL Trust Services
3686
ESL Trust Services
New York
$347M +$32.8M +10% 10.2% 53.9% 24 16.67% 3
Pathway Financial Advisors
3687
Pathway Financial Advisors
Vermont
$346M +$53.7M +18% 8.42% 52.7% 162 16.67% 3.3
Long Run Wealth Advisors
3688
Long Run Wealth Advisors
New York
$346M +$38M +12% 9.47% 50.5% 95 15.79% 1.5
DoubleLine ETF Adviser
3689
DoubleLine ETF Adviser
Florida
$346M +$67.2M +24% 13.8% 51.6% 241 50.21% 0.5
MinichMacGregor Wealth Management
3690
MinichMacGregor Wealth Management
New York
$346M +$44.2M +15% 13% 130% 112 25.89% 1.7
NorthStar Asset Management (Massachusetts)
3691
NorthStar Asset Management (Massachusetts)
Massachusetts
$346M +$33.3M +11% 12.5% 66.3% 56 7.14% 2.4
PWM
3692
Praetorian Wealth Management
California
$346M +$31.2M +10% 9.77% 60.4% 62 45.16% 1.7
Liberty Mutual Group Asset Management
3693
Liberty Mutual Group Asset Management
Massachusetts
$346M -$14.5M -4% 11.8% 47.9% 123 18.7% 1.4
RV Capital
3694
RV Capital
Switzerland
$346M +$18M +5% 23.5% 250% 8 0% 2.7
Ararat Capital Management
3695
Ararat Capital Management
Connecticut
$345M +$51.1M +17% 19.8% 99.2% 23 39.13% 1.1
Altiora Financial Group
3696
Altiora Financial Group
Ohio
$345M +$130M +60% 7.42% 38.3% 75 25.33% 0.7
HGC Investment Management
3697
HGC Investment Management
Ontario, Canada
$345M +$38.9M +13% 2.47% 33.2% 176 64.77% 0.7
Concentric Wealth Management
3698
Concentric Wealth Management
California
$344M +$40.9M +13% 11.1% 33.4% 132 15.91% 4.8
Abacus FCF Advisors
3699
Abacus FCF Advisors
Florida
$344M +$156M +83% 14.4% 197% 198 55.05% 1.2
Milestone Investment Advisors
3700
Milestone Investment Advisors
Wisconsin
$344M -$7.26M -2% 9.77% 52.8% 450 73.78% 0.9