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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)
Moment Partners
3701
Moment Partners
California
$486M -$79.4M -14% 2.06% – 128 25.78% 0.9
Stordahl Capital Management
3702
Stordahl Capital Management
Colorado
$486M +$9.7M +2% 2.31% 54% 64 3.13% 5
Stenger Family Office
3703
Stenger Family Office
Illinois
$484M -$3.63M -0.7% 2.24% – 114 17.54% 0.8
Schwarz Dygos Wheeler Investment Advisors
3704
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$484M +$12.4M +3% 3.93% 74% 173 8.09% 4.1
Scopia Capital Management
3705
Scopia Capital Management
New York
$484M -$311M -39% 2.76% 58.7% 38 42.11% 1.3
Prosight Management
3706
Prosight Management
Texas
$484M +$55.1M +13% 4.78% 39.5% 53 49.06% 1.1
WCMN
3707
Westchester Capital Management (Nebraska)
Nebraska
$484M +$18.6M +4% 5.14% 121% 43 0% 8.4
Northwest Quadrant Wealth Management
3708
Northwest Quadrant Wealth Management
Oregon
$484M +$10M +2% 1.66% 45.6% 74 4.05% 5.1
Intesa Sanpaolo Wealth Management
3709
Intesa Sanpaolo Wealth Management
$483M – – 2.3% – 286 – 0
MYCIO Wealth Partners
3710
MYCIO Wealth Partners
Pennsylvania
$483M +$50.7M +12% 7.62% 60.3% 48 2.08% 6.4
MHR
3711
Matthew Hamilton Rosenberg
$483M +$20.2M +4% 1.97% 52% 828 6.04% 4
JSF Financial
3712
JSF Financial
California
$482M +$31.6M +7% 3.39% 91% 146 21.92% 2.8
Lightrock Netherlands
3713
Lightrock Netherlands
Netherlands
$482M +$100M +26% 7.62% – 41 9.76% 0.9
West Wealth Group
3714
West Wealth Group
California
$482M +$38.4M +9% 2.06% 79.8% 128 4.69% 1.8
Bender Robert & Associates
3715
Bender Robert & Associates
California
$481M +$18.7M +4% 8.33% 146% 46 15.22% 1.2
AIS
3716
AM Investment Strategies
Tennessee
$481M +$20.5M +4% 4.5% 135% 121 13.22% 2.8
Headwater Capital
3717
Headwater Capital
China
$481M +$72.1M +18% 17% – 21 38.1% 0.4
Park Place Capital
3718
Park Place Capital
Alabama
$480M +$6.87M +1% 1.58% 60% 849 14.96% 2.3
LFC
3719
LCC Family Corp
$480M -$148M -24% 15.1% – 1 0% 0.5
Pinpoint Asset Management (Singapore)
3720
Pinpoint Asset Management (Singapore)
$480M -$81.1M -14% 0.28% – 179 55.31% 0.2
Newman Dignan & Sheerar Inc
3721
Newman Dignan & Sheerar Inc
Rhode Island
$480M +$16.8M +4% 3.62% 82.6% 192 8.33% 5.9
DA
3722
Dash Acquisitions
California
$480M -$24.2M -5% 2.34% 52% 76 14.47% 2.6
MLCM
3723
M & L Capital Management
United Kingdom
$480M -$22.1M -4% 4.4% – 32 43.75% 0.5
Whitaker-Myers Wealth Managers
3724
Whitaker-Myers Wealth Managers
Ohio
$479M +$20.7M +5% 1.62% 75.2% 132 25% 1.6
Aisling Capital Management
3725
Aisling Capital Management
New York
$479M +$22.5M +5% 47.6% 793% 15 20% 3.5