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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)
Redmond Asset Management
3751
Redmond Asset Management
Virginia
$419M +$31.6M +8% 6.75% 61.5% 216 8.33% 4
Centric Wealth Management
3752
Centric Wealth Management
Illinois
$419M +$38.4M +10% 6.52% 44.4% 204 20.1% 2.3
Landaas & Company
3753
Landaas & Company
Wisconsin
$419M +$57M +16% 7.92% 60.3% 117 20.51% 3
Sanders Morris Harris
3754
Sanders Morris Harris
Texas
$419M -$229M -35% 8.51% 85.8% 311 55.31% 1.8
AYAL Capital Advisors
3755
AYAL Capital Advisors
Ontario, Canada
$419M +$116M +38% 12.1% – 72 68.06% 0.3
Pacific Ridge Capital Partners
3756
Pacific Ridge Capital Partners
Oregon
$418M +$39M +10% 15.3% 149% 139 6.47% 5.6
SIM
3757
SW Investment Management
Colorado
$418M +$98.4M +31% 25.7% 143% 9 22.22% 2.2
ORG Wealth Partners
3758
ORG Wealth Partners
Texas
$418M +$92.3M +28% 75.9% – 822 23.84% 0.5
Talos Asset Management
3759
Talos Asset Management
New York
$417M +$182M +77% 36.5% – 26 73.08% 0.2
TRB Advisors
3760
TRB Advisors
New York
$417M +$206M +98% 15.5% 64% 11 45.45% 2.8
McDonald Partners
3761
McDonald Partners
Ohio
$417M +$33.1M +9% 10.1% 90.7% 256 8.98% 2.9
RS Crum Inc
3762
RS Crum Inc
California
$417M +$45.7M +12% 6.49% 54.2% 92 5.43% 2.6
PT
3763
Plimoth Trust
Massachusetts
$417M +$33.1M +9% 9.5% 110% 166 4.82% 6
Madrona Financial Services
3764
Madrona Financial Services
Washington
$417M +$53.3M +15% 12.2% 85.1% 122 17.21% 2.9
Mayport LLC
3765
Mayport LLC
Massachusetts
$417M +$53.9M +15% 8.76% 57% 100 12% 2.1
IAM Advisory
3766
IAM Advisory
Pennsylvania
$417M +$31.6M +8% 8.94% 74.5% 106 14.15% 2.1
Davidson Capital Management
3767
Davidson Capital Management
Texas
$416M +$47.6M +13% 11.1% 79.4% 84 9.52% 2.5
LCM
3768
Lionstone Capital Management
New York
$416M +$54.7M +15% 22.3% 74.1% 12 16.67% 4.9
Scissortail Wealth Management
3769
Scissortail Wealth Management
Oklahoma
$416M +$27M +7% 8.91% 65% 117 16.24% 1.4
Alliance Wealth Advisors (Utah)
3770
Alliance Wealth Advisors (Utah)
Utah
$416M +$33M +9% 8.49% 63.3% 292 19.18% 1.5
Gavilan Investment Partners
3771
Gavilan Investment Partners
California
$416M +$60.5M +17% 22.8% 109% 13 7.69% 2.3
3Chopt Investment Partners
3772
3Chopt Investment Partners
Virginia
$416M +$34.2M +9% 12.1% 116% 251 19.12% 0.8
RR Advisors
3773
RR Advisors
Texas
$416M -$2.89M -0.7% 1.41% 115% 30 16.67% 3.3
Artia Global Partners
3774
Artia Global Partners
Florida
$416M +$20.5M +5% 19.8% 725% 49 53.06% 0.7
Cypress Asset Management
3775
Cypress Asset Management
Texas
$415M +$42M +11% 15% 141% 112 4.46% 6.7