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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)
Hemington Wealth Management
3851
Hemington Wealth Management
Virginia
$252M -$45.5M -15% 15% 76.1% 111 12.61% 1.1
Engle Capital Management
3852
Engle Capital Management
Connecticut
$252M -$214M -46% 19% 398% 17 58.82% 0.6
Curtis Advisory Group
3853
Curtis Advisory Group
California
$252M -$44.1M -15% 15.9% 67.6% 98 23.47% 1.6
Bourne Lent Asset Management
3854
Bourne Lent Asset Management
New York
$252M -$67.4M -21% 18.5% 76.1% 64 9.38% 5
Birch Grove Capital
3855
Birch Grove Capital
New York
$252M +$7.12M +3% 2.85% 2.66% 47 25.53% 0.7
Sutton Wealth Advisors
3856
Sutton Wealth Advisors
Florida
$252M -$38.7M -13% 13.9% 40.9% 1,744 12.73% 3.4
Globe Life
3857
Globe Life
Texas
$252M -$48.6M -16% 16.4% 60.1% 1 0% 5.5
Pinpoint Asset Management
3858
Pinpoint Asset Management
Hong Kong
$252M +$10.2M +4% 14.6% 185% 37 35.14% 0.6
Claro Advisors
3859
Claro Advisors
Massachusetts
$252M -$26.4M -10% 14.2% 85.5% 337 33.23% 1.9
HT Partners
3860
HT Partners
Connecticut
$251M -$73.3M -23% 13.5% 71.1% 52 9.62% 3.9
Greenlea Lane Capital Management
3861
Greenlea Lane Capital Management
Connecticut
$251M -$108M -30% 30.8% 99.7% 11 9.09% 2.2
Aprio Wealth Management
3862
Aprio Wealth Management
Georgia
$251M -$11.3M -4% 10.7% 60.6% 107 29.91% 1.1
MP
3863
Mediatel Partners
Texas
$251M -$43.6M -15% 13.9% 11.6% 3 33.33% 6
Oak Harbor Wealth Partners
3864
Oak Harbor Wealth Partners
North Carolina
$251M -$53.6M -18% 15.5% 64.7% 237 12.24% 0.5
Fourthstone LLC
3865
Fourthstone LLC
Missouri
$251M +$80K +0% 5.8% 104% 53 45.28% 0.9
McLean Asset Management
3866
McLean Asset Management
Virginia
$251M +$116M +86% 13.2% 64.3% 142 21.13% 1.1
BCM
3867
Birmingham Capital Management
Alabama
$251M -$36.3M -13% 8.89% 103% 105 5.71% 7
Arisaig Partners (Asia)
3868
Arisaig Partners (Asia)
Singapore
$251M -$176M -41% 39.1% – 10 20% 0.5
Uncommon Cents Investing
3869
Uncommon Cents Investing
Wisconsin
$251M -$25.8M -9% 12.9% 91.4% 150 4.67% 3
UBP Investment Advisors
3870
UBP Investment Advisors
Switzerland
$250M -$18.5M -7% 8.9% 11.2% 131 44.27% 1.5
Marshall Financial Group (Maryland)
3871
Marshall Financial Group (Maryland)
Maryland
$250M +$5.91M +2% 11.6% 63.5% 224 29.02% 1
Pertento Partners
3872
Pertento Partners
United Kingdom
$250M -$32M -11% 14.6% 196% 17 29.41% 0.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
3873
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$250M -$54.2M -18% 14.4% 147% 226 4.42% 4.8
Clifford Capital Partners
3874
Clifford Capital Partners
Utah
$250M +$64.7M +35% 8.86% 77.3% 47 10.64% 2.4
ACM
3875
Altium Capital Management
New York
$250M -$48.9M -16% 7.52% – 148 34.46% 0.6