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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)
SA
3801
SoftVest Advisors
Texas
$330M +$106M +47% 12.7% 178% 12 25% 0.9
Newman Dignan & Sheerar Inc
3802
Newman Dignan & Sheerar Inc
Rhode Island
$330M -$16.2M -5% 8.67% 82.6% 213 12.21% 4
Parkside Advisors
3803
Parkside Advisors
California
$330M +$9.36M +3% 4.55% 36.7% 74 8.11% 3.2
Fiducient Advisors
3804
Fiducient Advisors
Illinois
$330M -$751K -0.2% 8.21% 52.3% 103 51.46% 1.6
Patton Fund Management
3805
Patton Fund Management
Texas
$330M +$66.3M +25% 9.16% 211% 103 48.54% 0.7
Gates Foundation
3806
Gates Foundation
Washington
$330M -$12M -4% 18.2% 58.1% 11 9.09% 0.7
Tree Line Advisors
3807
Tree Line Advisors
Hong Kong
$330M +$16.1M +5% 11.4% 670% 5 40% 1.3
Clear Perspective Advisors
3808
Clear Perspective Advisors
Illinois
$329M +$37.1M +13% 9.1% 88.5% 190 15.79% 2.4
TFC Financial Management
3809
TFC Financial Management
Massachusetts
$329M +$28M +9% 8% 66.9% 624 10.26% 1.1
SWK
3810
Stephen W. Kidder
$329M +$10.4M +3% 11.4% 94.7% 77 10.39% 5.9
Mason & Associates (California)
3811
Mason & Associates (California)
California
$329M – – 6.78% 68.5% 97 – 0
Capital Advisors Wealth Management
3812
Capital Advisors Wealth Management
Washington
$329M +$47.1M +17% 6.3% 70.5% 123 22.76% 0.5
Spark Growth Management Partners II
3813
Spark Growth Management Partners II
Massachusetts
$329M – – 5.92% – 3 – 0.3
Invus Financial Advisors
3814
Invus Financial Advisors
New York
$329M -$44.2M -12% 10.2% 29.5% 9 22.22% 1.3
Smithbridge Asset Management
3815
Smithbridge Asset Management
Pennsylvania
$329M +$27.1M +9% 11% – 117 10.26% 3.9
MinichMacGregor Wealth Management
3816
MinichMacGregor Wealth Management
New York
$329M +$31.5M +11% 8.07% 130% 95 23.16% 1.2
Arkos Global Advisors
3817
Arkos Global Advisors
Texas
$328M +$29.8M +10% 4.16% 43.6% 95 10.53% 1.7
Mayfield Select Management
3818
Mayfield Select Management
California
$328M – – 4.12% – 2 – 0
FA
3819
Financial Advisors
Massachusetts
$328M +$32.6M +11% 6.79% 71.5% 90 5.56% 2.1
Siena Capital Partners
3820
Siena Capital Partners
Illinois
$328M +$10.5M +3% 2.39% 44.2% 112 5.36% 2.4
CLCM
3821
Crawford Lake Capital Management
New Jersey
$328M -$17.1M -5% 6.31% 571% 70 87.14% 0.1
ACM
3822
AIGH Capital Management
Maryland
$328M -$148M -31% 14.4% 3,026% 69 50.72% 0.4
Iyo Bank
3823
Iyo Bank
Japan
$328M – – 12.3% 125% 40 – 0
SignalPoint Asset Management
3824
SignalPoint Asset Management
Missouri
$328M +$14.6M +5% 9.93% 36% 243 8.23% 3.9
ADW Capital Management
3825
ADW Capital Management
Florida
$328M +$9.22M +3% 6.05% 78.2% 8 12.5% 1.4