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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)
Woodard & Company Asset Management Group
3776
Woodard & Company Asset Management Group
North Carolina
$301M +$14M +5% 6.3% 84.8% 104 12.5% 2.8
Globe Life
3777
Globe Life
Texas
$301M +$24.2M +9% 8.3% 60.1% 1 0% 6.5
Elevated Capital Advisors
3778
Elevated Capital Advisors
Utah
$301M +$21.4M +8% 3.47% 46% 195 21.54% 2
B&I Capital
3779
B&I Capital
Switzerland
$300M -$1.43M -0.5% 0.8% 30.5% 27 7.41% 1.8
JHCM
3780
Juniper Hill Capital Management
California
$300M +$42.3M +16% 0.68% 33.6% 6 50% 1.1
Hedeker Wealth
3781
Hedeker Wealth
Illinois
$300M +$18.6M +7% 7.64% 161% 95 7.37% 2.8
Forager Capital Management
3782
Forager Capital Management
Alabama
$300M +$28.6M +11% 11.8% 52.6% 14 14.29% 1.3
Ararat Capital Management
3783
Ararat Capital Management
Connecticut
$300M -$13.8M -4% 0.5% 99.2% 23 30.43% 1.3
CWAG
3784
Compton Wealth Advisory Group
Virginia
$300M +$10.4M +4% 5.56% 76.1% 91 3.3% 2.9
PFW Advisors
3785
PFW Advisors
Georgia
$300M – – 5.89% – 119 – 3.3
PI
3786
Pennant Investors
New Jersey
$300M +$52.4M +21% 10.4% 372% 19 15.79% 2.2
Post Oak Energy Holdings
3787
Post Oak Energy Holdings
Texas
$300M +$29.7M +11% 11.5% 64.6% 4 0% 0.5
Alpha DNA Investment Management
3788
Alpha DNA Investment Management
Maryland
$300M -$38.9M -11% 10.4% 134% 226 69.91% 0.4
Essex Savings Bank
3789
Essex Savings Bank
Connecticut
$300M +$13.2M +5% 6.14% 95.2% 236 9.32% 3.1
AA
3790
AF Advisors
California
$299M +$36.2M +14% 15% 76.5% 16 6.25% 2
Legacy Financial Strategies
3791
Legacy Financial Strategies
Kansas
$299M +$29.5M +11% 6.96% 76.7% 81 13.58% 2.8
Mount Lucas Management
3792
Mount Lucas Management
Pennsylvania
$299M -$79.8M -21% 5.62% 109% 172 53.49% 0.5
Optas LLC
3793
Optas LLC
Texas
$299M +$18.8M +7% 8.01% 118% 171 8.77% 2.2
IC
3794
Immersion Capital
United Kingdom
$299M -$88.4M -23% 11.4% 63.4% 11 18.18% 1.5
Keystone Financial Planning
3795
Keystone Financial Planning
Ohio
$299M +$4.75M +2% 1.53% 46% 49 12.24% 5.4
Bienville Capital Management
3796
Bienville Capital Management
New York
$299M +$22.8M +8% 5.53% 36.3% 104 19.23% 3.6
Roof Eidam Maycock Peralta (REMP)
3797
Roof Eidam Maycock Peralta (REMP)
California
$299M +$26.6M +10% 5.64% 62.3% 121 9.09% 4.5
First Reserve GP XIII
3798
First Reserve GP XIII
Connecticut
$299M +$17.5M +6% 6.22% 5.56% 1 0% 0.8
Pensionfund Sabic
3799
Pensionfund Sabic
Netherlands
$298M +$11.1M +4% 4.59% 63.6% 190 1.05% 4.2
Aozora Bank
3800
Aozora Bank
Japan
$298M -$2.48M -0.8% 0.82% 5.45% 4 0% 3.1