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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)
Park Edge Advisors
3901
Park Edge Advisors
Ohio
$278M -$18M -6% 5.14% 61.1% 108 11.11% 0.6
Washington University
3902
Washington University
Missouri
$278M +$11.2M +4% 5.11% 44% 11 54.55% 0.9
First International Bank & Trust
3903
First International Bank & Trust
North Dakota
$278M -$36.1M -11% 1.47% 38.6% 89 21.35% 1.5
Barry Investment Advisors
3904
Barry Investment Advisors
Massachusetts
$278M -$18.3M -6% 3.49% 66.7% 120 6.67% 3.3
Northwest Wealth Management
3905
Northwest Wealth Management
Iowa
$278M +$1.96M +0.7% 2.45% 68.2% 157 9.55% 3.3
AP
3906
Agilis Partners
Massachusetts
$278M +$21.7M +8% 4.48% 8.47% 23 0% 4.2
BDT Capital Partners
3907
BDT Capital Partners
Illinois
$278M -$57.2M -17% 6.93% 25.5% 3 0% 0.9
Arch Capital Group
3908
Arch Capital Group
Bermuda
$277M -$1.75M -0.6% 0.66% 3.08% 3 0% 1.9
Householder Group Estate & Retirement Specialist
3909
Householder Group Estate & Retirement Specialist
Arizona
$277M – – 1.84% – 1,301 – 0.6
Marshall Financial Group (Maryland)
3910
Marshall Financial Group (Maryland)
Maryland
$277M -$15.8M -5% 3.22% 63.5% 178 10.67% 1.8
OH
3911
Oikos Holdings
New York
$277M +$24.1M +10% 4.35% 5.54% 9 11.11% 2.1
PBMares Wealth Management
3912
PBMares Wealth Management
Virginia
$277M -$2.28M -0.8% 2.63% 67.7% 171 7.02% 2.6
Evergreen Advisors
3913
Evergreen Advisors
Tennessee
$277M -$5.76M -2% 3.79% – 18 11.11% 2.7
Kiley Juergens Wealth Management
3914
Kiley Juergens Wealth Management
Washington
$277M -$12.9M -4% 2.97% 106% 75 8% 3.3
Berkeley Capital Partners
3915
Berkeley Capital Partners
Georgia
$277M -$5.37M -2% 4.1% 62.8% 151 9.27% 3.7
Bandera Partners
3916
Bandera Partners
New York
$277M +$41.4M +18% 4.88% 55.4% 19 10.53% 3.3
PI
3917
Pennant Investors
New Jersey
$277M -$22.9M -8% 0.91% 372% 18 27.78% 2.7
Timber Creek Capital Management
3918
Timber Creek Capital Management
Massachusetts
$277M -$13.7M -5% 1.93% 139% 150 17.33% 5.7
Georgetown University
3919
Georgetown University
District of Columbia
$277M -$8.67M -3% 0.46% 79.9% 23 8.7% 1.8
B&I Capital
3920
B&I Capital
Switzerland
$276M -$24M -8% 7.68% 30.5% 30 20% 1.8
Defender Capital
3921
Defender Capital
North Carolina
$276M -$14.7M -5% 1.87% 101% 39 7.69% 2.3
Westover Capital Advisors
3922
Westover Capital Advisors
Delaware
$276M -$11.8M -4% 2.71% 144% 189 17.46% 2.7
Solidarity Wealth
3923
Solidarity Wealth
Utah
$276M +$32.9M +14% 3.97% 85.9% 98 20.41% 1.2
Harbor Advisory Corp
3924
Harbor Advisory Corp
New Hampshire
$276M -$7.32M -3% 3.71% 63.2% 90 11.11% 3
Engle Capital Management
3925
Engle Capital Management
Connecticut
$276M -$47.4M -15% 0.5% 398% 34 55.88% 0.4