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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)
Essex Savings Bank
3876
Essex Savings Bank
Connecticut
$344M +$226K +0.1% 8.68% 95.2% 264 0% 3.3
Regents of the University of California
3877
Regents of the University of California
California
$344M -$452M -57% 15% 76.6% 29 17.24% 6.7
Stokes Capital Advisors
3878
Stokes Capital Advisors
South Carolina
$344M +$27.9M +9% 6.7% 61.3% 76 3.95% 4
CIC Wealth
3879
CIC Wealth
Maryland
$344M +$28.3M +9% 9.92% – 169 10.06% 1.1
Everhart Financial Group
3880
Everhart Financial Group
Ohio
$343M +$61.2M +22% 13.1% 123% 283 17.31% 1.5
Builder Investment Group
3881
Builder Investment Group
Georgia
$343M +$65M +23% 29.8% 169% 109 6.42% 1
Fernwood Investment Management
3882
Fernwood Investment Management
Massachusetts
$343M +$40.2M +13% 10.1% 83.4% 720 72.78% 1.4
Auxano Advisors
3883
Auxano Advisors
Washington
$343M +$45.7M +15% 9.15% 103% 159 22.01% 1.7
Covenant Partners
3884
Covenant Partners
Tennessee
$343M +$26.1M +8% 8.91% 70.3% 209 20.1% 2.7
Wolff Financial Management
3885
Wolff Financial Management
Michigan
$343M +$19.2M +6% 7.42% 56.7% 98 3.06% 1.8
Riggs Asset Management
3886
Riggs Asset Management
Pennsylvania
$343M +$28.1M +9% 12.9% 219% 701 47.36% 1.8
VCM
3887
Vivaldi Capital Management
Illinois
$343M +$9.34M +3% 6.54% 69.2% 236 13.98% 3.2
Stonebrook Private
3888
Stonebrook Private
Michigan
$343M +$43.4M +14% 8.97% – 223 9.87% 0.2
CPH
3889
C Partners Holding
Switzerland
$343M -$9.9M -3% 8.71% 25.6% 15 13.33% 5.1
Shikiar Asset Management
3890
Shikiar Asset Management
New York
$343M +$19.7M +6% 8.39% 117% 79 20.25% 4.2
Accurate Wealth Management
3891
Accurate Wealth Management
Florida
$342M +$20.8M +6% 9.15% 101% 312 20.19% 1.4
New World Advisors
3892
New World Advisors
Massachusetts
$342M +$15.8M +5% 7.92% 84.1% 77 24.68% 1.8
Seafarer Capital Partners
3893
Seafarer Capital Partners
California
$342M -$28.1M -8% 1.22% 61.3% 6 0% 2.7
First Wilshire Securities Management
3894
First Wilshire Securities Management
California
$342M +$32.5M +11% 15.5% 135% 85 4.71% 4.7
Conrad Siegel Investment Advisors
3895
Conrad Siegel Investment Advisors
Pennsylvania
$342M +$122M +55% 7.74% 64.9% 39 28.21% 1.2
Harvey Capital Management
3896
Harvey Capital Management
Florida
$342M +$40.5M +13% 19.2% 147% 81 16.05% 4.1
Satovsky Asset Management
3897
Satovsky Asset Management
New York
$342M +$20.5M +6% 6.9% 53.6% 53 15.09% 2
Westover Capital Advisors
3898
Westover Capital Advisors
Delaware
$342M +$34.4M +11% 13.6% 144% 200 23% 2.7
Redwood Investments
3899
Redwood Investments
Massachusetts
$342M -$41.3M -11% 17.7% 74.1% 128 17.97% 2.4
Trinity Legacy Partners
3900
Trinity Legacy Partners
Texas
$341M +$24M +8% 8.37% 63.3% 107 6.54% 2.3