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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
ARI
3801
Applied Research Investments
Delaware
$274M +$39.2M +17% 2.17% 48 14.58%
AFAS
3802
Acorn Financial Advisory Services
Virginia
$274M +$19.1M +8% 8.28% 96.9% 230 16.96%
NVCHI
3803
New Vernon Capital Holdings II
New Jersey
$274M -$43.6M -14% 6.35% 114% 34 47.06%
SPP
3804
Single Point Partners
Massachusetts
$273M +$51.5M +23% 6.92% 52.3% 97 46.39%
SWA
3805
Sax Wealth Advisors
New Jersey
$273M +$55.8M +26% 7.46% 57.2% 153 15.69%
AFS
3806
Annapolis Financial Services
Maryland
$273M +$16.1M +6% 5.91% 15% 469 15.78%
AP
3807
Arlington Partners
Alabama
$273M +$56.1M +26% 9.68% 43.7% 422 52.13%
AIA
3808
Affinity Investment Advisors
California
$273M +$25.1M +10% 13.3% 189% 169 19.53%
ACA
3809
Affinity Capital Advisors
California
$273M +$26.7M +11% 3.36% 62% 127 14.96%
DG
3810
Discerene Group
Connecticut
$273M +$48.3M +22% 14.6% 48.6% 10 10%
SPA
3811
Sentinel Pension Advisors
Massachusetts
$273M -$805K -0.3% 2.18% 46.5% 85 29.41%
AWA
3812
Aaron Wealth Advisors
Illinois
$273M -$571K -0.2% 4.61% 96.4% 172 33.72%
BHTS
3813
Bar Harbor Trust Services
Maine
$272M +$4.15M +2% 5.75% 86.4% 128 12.5%
SAAM
3814
Solus Alternative Asset Management
New Jersey
$272M -$33K -0% 6.52% 79.3% 11 45.45%
SFPM
3815
Sensible Financial Planning & Management
Massachusetts
$272M +$4.11M +2% 0.51% 24.5% 43 2.33%
EN1L
3816
Engine No 1 LLC
California
$272M +$40.4M +17% 20.2% 536% 14 21.43%
WCWM
3817
Willow Creek Wealth Management
California
$272M +$6.59M +2% 1.35% 36.5% 95 7.37%
FIM
3818
Fernwood Investment Management
Massachusetts
$272M +$18.2M +7% 8.31% 83.4% 198 11.62%
CA
3819
Corriente Advisors
Texas
$272M -$149M -35% 7.72% 23 73.91%
MCA
3820
Mendon Capital Advisors
Florida
$272M +$58.4M +27% 35.2% 65 30.77%
TGI
3821
TRV GP IV
Massachusetts
$271M -$40.3M -13% 44.3% 1,102% 5 20%
BA
3822
Ballew Advisors
Mississippi
$271M +$142M +109% 5.11% 62.3% 124 20.97%
WC
3823
Winmill & Co
New Hampshire
$271M +$16.9M +7% 16.5% 146% 100 23%
BWA
3824
Burt Wealth Advisors
Maryland
$271M -$18.9M -7% 1.39% 57.3% 397 77.08%
SAS
3825
Stelac Advisory Services
New York
$271M -$116M -30% 6.37% 84.9% 276 26.45%