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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)
Louisbourg Investments
3726
Louisbourg Investments
New Brunswick, Canada
$458M +$33.9M +8% 11.3% 93.1% 215 10.23% 1.3
MFA Wealth Advisors
3727
MFA Wealth Advisors
Pennsylvania
$458M +$31.6M +7% 6.97% 68.6% 95 12.63% 2.4
Boston Research & Management
3728
Boston Research & Management
Massachusetts
$458M +$34.2M +8% 8.02% 53.2% 122 5.74% 8.4
Foyston, Gordon, & Payne
3729
Foyston, Gordon, & Payne
Ontario, Canada
$458M +$18.3M +4% 5.15% 57.2% 57 10.53% 5.6
Blankinship & Foster
3730
Blankinship & Foster
California
$457M +$30.2M +7% 7.04% 67.1% 78 5.13% 4.4
Icon Advisers
3731
Icon Advisers
Colorado
$457M +$19.1M +4% 14.1% 114% 201 17.91% 2.4
CA
3732
Crumly & Associates
Illinois
$457M +$46.4M +11% 6.37% 58.1% 199 23.12% 2.1
RPg Family Wealth Advisory
3733
RPg Family Wealth Advisory
Massachusetts
$457M +$80.6M +21% 11.8% 117% 123 24.39% 1.8
Aisling Capital Management
3734
Aisling Capital Management
New York
$456M +$96.8M +27% 26% 793% 15 20% 3.8
Sands Capital Ventures
3735
Sands Capital Ventures
Virginia
$456M -$51.4M -10% 7.76% 167% 20 5% 2.7
Quarry LP
3736
Quarry LP
New York
$456M -$13.9M -3% 12.5% 83.2% 2,596 52.27% 0.5
SVCM
3737
Saturn V Capital Management
Texas
$456M +$209M +85% 212% 1,083% 26 42.31% 0.9
Cherry Tree Wealth Management
3738
Cherry Tree Wealth Management
Minnesota
$456M +$25.3M +6% 4.46% 38.9% 613 4.89% 2
Arosa Capital Management
3739
Arosa Capital Management
Florida
$455M -$75.7M -14% 31.9% 536% 94 61.7% 0.3
Symetra Investment Management
3740
Symetra Investment Management
Connecticut
$455M +$73.3M +19% 6.64% 37.3% 6 16.67% 2.6
Riverpoint Wealth Management Holdings
3741
Riverpoint Wealth Management Holdings
Illinois
$455M +$29.9M +7% 6.16% 53.6% 59 10.17% 5.5
Pacific Ridge Capital Partners
3742
Pacific Ridge Capital Partners
Oregon
$455M +$36.7M +9% 14.6% 149% 140 8.57% 5.6
Aspire Private Capital
3743
Aspire Private Capital
North Carolina
$455M +$24.7M +6% 5.89% 49.6% 189 13.23% 3.9
Kickstand Ventures
3744
Kickstand Ventures
New York
$454M +$26.6M +6% 6.15% 51.4% 127 11.81% 1.2
Kiley Juergens Wealth Management
3745
Kiley Juergens Wealth Management
Washington
$454M +$21M +5% 9.97% 106% 81 8.64% 4.6
Precedent Wealth Partners
3746
Precedent Wealth Partners
Texas
$454M +$45.9M +11% 6.18% 61.1% 179 10.61% 1.3
Clarity Wealth Advisors
3747
Clarity Wealth Advisors
California
$454M +$48.5M +12% 10.1% 94.1% 102 6.86% 3.5
MWM
3748
Mascoma Wealth Management
New Hampshire
$454M +$23M +5% 4.84% 43.7% 488 11.07% 3.6
Noble Family Wealth
3749
Noble Family Wealth
Florida
$453M +$44.2M +11% 6.05% 60% 86 22.09% 1.7
Madrona Financial Services
3750
Madrona Financial Services
Washington
$453M +$36.2M +9% 8.49% 85.1% 125 12% 2.9