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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)
Noble Family Wealth
3826
Noble Family Wealth
Florida
$372M +$24.5M +7% 7.56% 60% 62 6.45% 1.5
Greencape Capital
3827
Greencape Capital
Australia
$372M +$131M +54% 19.1% 98.1% 4 50% 3.2
Alpine Investment Management
3828
Alpine Investment Management
Hong Kong
$372M -$377M -50% 8.8% 33.7% 15 66.67% 0.4
Bleichroeder LP
3829
Bleichroeder LP
New York
$372M +$35.4M +11% 21.9% 202% 80 15% 2.9
Monarch Capital Management
3830
Monarch Capital Management
Indiana
$371M +$31.1M +9% 9.79% 77% 119 5.04% 7.9
Mariner Investment Group
3831
Mariner Investment Group
New York
$371M -$91.6M -20% 3.5% – 41 65.85% 0.4
LCM
3832
Lionstone Capital Management
New York
$371M -$20.3M -5% 0.32% 74.1% 12 8.33% 4.8
Hemington Wealth Management
3833
Hemington Wealth Management
Virginia
$371M +$74.6M +25% 7.24% 76.1% 1,807 93.8% 0.2
RCM
3834
Ratan Capital Management
Florida
$371M +$40.7M +12% 12.4% 616% 46 43.48% 2
Evernest Financial Advisors
3835
Evernest Financial Advisors
Indiana
$371M +$148M +66% 7.08% – 166 25.3% 1.9
IFS
3836
Ifrah Financial Services
Arkansas
$371M +$17.9M +5% 5.39% 64.1% 224 13.39% 4.5
Convergence Investment Partners
3837
Convergence Investment Partners
Florida
$371M +$28.6M +8% 10.8% 304% 294 37.41% 2.9
WWMSC
3838
Wagner Wealth Management (South Carolina)
South Carolina
$370M +$36.1M +11% 5.51% 36.4% 270 19.63% 2.9
Childress Capital Advisors
3839
Childress Capital Advisors
Texas
$370M +$15.3M +4% 4.21% 107% 242 13.22% 1.3
Conrad Siegel Investment Advisors
3840
Conrad Siegel Investment Advisors
Pennsylvania
$370M +$26.2M +8% 6.45% 64.9% 43 4.65% 1.5
Lantz Financial
3841
Lantz Financial
Illinois
$369M +$47.5M +15% 7.15% 74.3% 239 15.48% 2.9
Dymon Asia Capital (Singapore)
3842
Dymon Asia Capital (Singapore)
Singapore
$369M -$6.39M -2% 8.97% 268% 145 73.1% 0.3
Solidarity Wealth
3843
Solidarity Wealth
Utah
$369M +$39.4M +12% 7.33% 85.9% 98 17.35% 1.7
DGS Capital Management
3844
DGS Capital Management
New Jersey
$369M +$12.5M +4% 1.87% 177% 336 18.75% 1.5
KMWM
3845
Keudell/Morrison Wealth Management
Oregon
$368M +$26.6M +8% 6.46% – 230 15.22% 3.2
Financial Sense Advisors
3846
Financial Sense Advisors
California
$368M +$40.9M +12% 7.8% 152% 144 29.17% 1.5
Redwood Grove Capital
3847
Redwood Grove Capital
California
$368M +$48.8M +15% 8.3% 79.8% 29 34.48% 2.4
Murchinson
3848
Murchinson
Ontario, Canada
$368M -$280M -43% 1.64% 107% 115 71.3% 0.3
Collective Family Office
3849
Collective Family Office
Pennsylvania
$368M +$28.2M +8% 6.2% 52.5% 179 8.38% 2.4
Wolff Financial Management
3850
Wolff Financial Management
Michigan
$368M +$233M +172% 6.77% 56.7% 98 57.14% 1.7