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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)
Silverlake Wealth Management
3876
Silverlake Wealth Management
Vermont
$449M +$37.4M +9% 2.07% 73.3% 377 13.53% 2.1
Barry Investment Advisors
3877
Barry Investment Advisors
Massachusetts
$449M +$14.5M +3% 3.94% 66.7% 112 13.39% 4.3
Thrive Capital Management (Pennsylvania)
3878
Thrive Capital Management (Pennsylvania)
Pennsylvania
$449M +$61.3M +16% 1.47% 65.3% 186 14.52% 1
Bulldog Investors
3879
Bulldog Investors
New Jersey
$449M +$16.9M +4% 0.88% 22.5% 258 37.98% 0.9
Graticule Asia Macro Advisors
3880
Graticule Asia Macro Advisors
New York
$449M +$11M +3% 2.52% – 2 0% 0.3
Raub Brock Capital Management
3881
Raub Brock Capital Management
California
$449M -$15.8M -3% 1.57% 54.7% 40 2.5% 3.4
PT
3882
Plimoth Trust
Massachusetts
$449M +$7.22M +2% 4.52% 110% 173 3.47% 6.2
Kettle Hill Capital Management
3883
Kettle Hill Capital Management
New York
$448M +$3.88M +0.9% 1.33% 37.4% 62 79.03% 0.3
Shelter Mutual Insurance
3884
Shelter Mutual Insurance
Missouri
$448M +$2.39M +0.5% 1.03% 51.2% 58 0% 7.1
Benin Management Corp
3885
Benin Management Corp
Connecticut
$448M +$25.4M +6% 3.52% 91.7% 145 11.03% 6.6
Farmers National Bank
3886
Farmers National Bank
Kentucky
$448M +$26.4M +6% 2.98% – 190 11.05% 6.1
Herold Advisors
3887
Herold Advisors
New York
$447M +$16M +4% 3.79% 90.2% 260 9.62% 3
Pier 88 Investment Partners
3888
Pier 88 Investment Partners
California
$447M -$86.1M -16% 1.42% 40.3% 124 13.71% 1.5
RIT Capital Partners
3889
RIT Capital Partners
United Kingdom
$447M -$261M -37% 3.01% 73.5% 20 75% 0.4
EGA
3890
E&G Advisors
Texas
$447M +$17.5M +4% 4.21% 97.7% 238 7.56% 3.1
Everest Financial Group
3891
Everest Financial Group
Minnesota
$447M – – 4.22% – 89 – 0
The Wealth Group
3892
The Wealth Group
Minnesota
$447M +$14.7M +3% 2.18% 71.9% 94 12.77% 1.4
Fairvoy Private Wealth
3893
Fairvoy Private Wealth
Alabama
$447M +$7.5M +2% 1.18% – 203 12.32% 0.8
Birnam Oak Advisors
3894
Birnam Oak Advisors
New York
$447M +$11.1M +3% 12.3% – 43 46.51% 0.5
3Chopt Investment Partners
3895
3Chopt Investment Partners
Virginia
$446M +$6.81M +2% 3.28% 128% 243 10.29% 1.2
KDA
3896
Kraft Davis & Associates
Missouri
$446M +$35.2M +9% 2.72% 81.8% 158 12.03% 1.7
Frisch Financial Group
3897
Frisch Financial Group
New York
$446M +$16.3M +4% 3.45% 66.6% 174 16.09% 3.2
TownSquare Capital
3898
TownSquare Capital
Utah
$446M -$215M -33% 3.53% 96.9% 384 40.1% 4.7
Genworth Financial
3899
Genworth Financial
Virginia
$446M +$8.62M +2% 1.95% 73.6% 2 0% 4.6
Strategic Family Wealth Counselors
3900
Strategic Family Wealth Counselors
New Jersey
$446M +$56.9M +15% 0.87% 83.8% 225 31.56% 2.4