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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)
Artia Global Partners
3876
Artia Global Partners
Florida
$290M +$19.5M +7% 20.2% 725% 46 47.83% 0.3
AH Equity Partners LSV III
3877
AH Equity Partners LSV III
California
$290M +$48.6M +20% 22.5% – 3 0% 1.3
Kiley Juergens Wealth Management
3878
Kiley Juergens Wealth Management
Washington
$290M +$22.7M +8% 10.5% 106% 75 5.33% 3.1
White Pine Investment Company
3879
White Pine Investment Company
Michigan
$290M +$11.5M +4% 4.35% 73.3% 64 9.38% 4.5
SA
3880
SoftVest Advisors
Texas
$290M -$34.6M -11% 13.3% 178% 5 40% 1.8
BDWCC
3881
B&D White Capital Company
Texas
$290M -$5.36M -2% 2.74% 38.1% 77 53.25% 0.7
TCM
3882
Trybe Capital Management
Connecticut
$289M +$106M +58% 21.6% 681% 15 20% 1.4
Blue Door Asset Management
3883
Blue Door Asset Management
Connecticut
$289M +$113M +64% 13.8% 127% 27 37.04% 0.9
Maltese Capital Management
3884
Maltese Capital Management
New York
$289M +$21.3M +8% 0.13% 114% 105 20.95% 2.8
CIC Wealth
3885
CIC Wealth
Maryland
$289M +$23.9M +9% 8.88% – 170 11.76% 0.5
Finepoint Capital
3886
Finepoint Capital
Massachusetts
$289M +$27.3M +10% 18.4% 27.4% 42 21.43% 1.1
Northside Capital Management
3887
Northside Capital Management
Oregon
$289M -$82.7M -22% 5.14% 99.6% 119 12.61% 3.8
KCS Wealth Advisory
3888
KCS Wealth Advisory
California
$289M +$24.2M +9% 6.57% 45.3% 161 14.91% 2.9
KDA
3889
Kraft Davis & Associates
Missouri
$288M – – 5.79% 81.8% 109 – 0.4
Werba Rubin Papier Wealth Management
3890
Werba Rubin Papier Wealth Management
California
$288M +$33.5M +13% 5.46% 67% 130 16.15% 0.4
Westover Capital Advisors
3891
Westover Capital Advisors
Delaware
$288M +$17.9M +7% 8.74% 144% 188 25% 2.6
Impact Partnership Wealth
3892
Impact Partnership Wealth
Georgia
$288M – – 4.5% 47.3% 920 – 0
O'Brien Greene & Co
3893
O'Brien Greene & Co
Pennsylvania
$288M +$20.7M +8% 3.5% 81.4% 127 6.3% 3.1
Hamilton Wealth
3894
Hamilton Wealth
California
$287M +$3.79M +1% 7.45% 108% 105 24.76% 1.2
Biechele Royce Advisors
3895
Biechele Royce Advisors
Indiana
$287M +$18.2M +7% 4.59% 39.2% 73 15.07% 3
Financial Management Network
3896
Financial Management Network
California
$287M +$37.9M +15% 7% 62.5% 145 16.55% 1.7
Bourne Lent Asset Management
3897
Bourne Lent Asset Management
New York
$287M +$22.3M +8% 13% 76.1% 63 3.17% 5.8
FCT
3898
Family Capital Trust
Massachusetts
$287M +$28.4M +11% 13.6% 39.1% 52 0% 7.6
Hourglass Capital
3899
Hourglass Capital
Texas
$287M +$9.8M +4% 3.94% 94.4% 108 13.89% 4.9
Balboa Wealth Partners
3900
Balboa Wealth Partners
Arizona
$287M +$22M +8% 14.8% 214% 345 26.38% 0.5