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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)
HT Partners
3726
HT Partners
Connecticut
$342M +$15M +5% 4.43% 71.1% 50 2% 3.4
Canal Insurance Company
3727
Canal Insurance Company
South Carolina
$342M +$47.2M +16% 9.71% 114% 91 25.27% 3.7
Ninepoint Partners
3728
Ninepoint Partners
Ontario, Canada
$342M -$31.7M -8% 18.4% 82.6% 98 39.8% 1
CWM
3729
Cordatus Wealth Management
Pennsylvania
$341M +$211M +163% 12.2% 108% 173 69.94% 0.6
Magnolia Capital Advisors
3730
Magnolia Capital Advisors
Mississippi
$341M +$54.4M +19% 7.89% 78.7% 215 17.67% 0.7
Perkins Coie Trust Company
3731
Perkins Coie Trust Company
Washington
$341M +$21.4M +7% 11.4% 83.2% 282 19.86% 5.9
Orchard Capital Management
3732
Orchard Capital Management
Illinois
$341M +$8.58M +3% 4.96% 140% 50 16% 0.8
Washington State Investment Board
3733
Washington State Investment Board
Washington
$341M +$41.7M +14% 14% 567% 1 0% 1.5
Adams Wealth Management
3734
Adams Wealth Management
Utah
$340M +$75.8M +29% 9.98% 105% 91 23.08% 1.4
Mattern Wealth Management
3735
Mattern Wealth Management
Kansas
$340M +$43M +14% 9.58% 62.2% 179 15.64% 1.4
Outlook Wealth Advisors
3736
Outlook Wealth Advisors
Texas
$340M +$34.6M +11% 8.55% 76% 233 21.03% 1.5
Kize Capital
3737
Kize Capital
New York
$340M +$1.13M +0.3% 9.45% 34.7% 7 0% 0.9
Bank of Stockton
3738
Bank of Stockton
California
$340M +$13.7M +4% 9.02% 99.2% 126 5.56% 4.7
PLFAM
3739
Pineno Levin & Ford Asset Management
Virginia
$340M +$30.7M +10% 9.81% 81.6% 121 8.26% 4.8
Whitegate Investment Counselors
3740
Whitegate Investment Counselors
New Hampshire
$340M -$365M -52% 6.77% 51% 231 74.46% 5.1
BCWM LLC
3741
BCWM LLC
Kansas
$340M +$4.52M +1% 4.8% – 68 13.24% 3.4
CBTWT
3742
Community Bank & Trust (Waco, Texas)
Texas
$340M +$32.2M +10% 13.5% 124% 135 4.44% 4.2
Tamar Securities
3743
Tamar Securities
California
$339M +$62.6M +23% 8.98% 101% 61 16.39% 1
APEIRON Capital Ltd
3744
APEIRON Capital Ltd
Hong Kong
$339M -$41.7M -11% 6.76% 362% 12 8.33% 0.7
FNBOMD
3745
First National Bank of Mount Dora
Florida
$339M +$35M +12% 10.2% 96.2% 127 4.72% 4
DCM Advisors
3746
DCM Advisors
New York
$339M +$79.3M +31% 11.9% 99.3% 336 50.6% 0.5
Radcliff Management
3747
Radcliff Management
New York
$339M – – 25.1% 47.6% 3 – 0
Insight Advisors
3748
Insight Advisors
Pennsylvania
$339M +$4.24M +1% 8.66% 74% 334 12.57% 0.8
Holderness Investments Company
3749
Holderness Investments Company
North Carolina
$339M +$35.7M +12% 11.3% 144% 234 9.4% 3.7
59 North Capital Management
3750
59 North Capital Management
Texas
$339M +$43.7M +15% 2.29% 81.4% 13 38.46% 0.6