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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)
Portfolio Design Labs
3901
Portfolio Design Labs
California
$358M +$34.3M +11% 4.41% – 147 40.14% 0.4
Integris Wealth Management
3902
Integris Wealth Management
California
$358M +$11.8M +3% 6.49% 60.3% 106 14.15% 1.4
DeDora Capital
3903
DeDora Capital
California
$358M +$32.4M +10% 6.35% 91.2% 111 5.41% 2.8
Globe Life
3904
Globe Life
Texas
$357M +$26.2M +8% 5.68% 60.1% 2 0% 4.4
Timber Creek Capital Management
3905
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 6.94% 139% 143 48.25% 5.1
AP
3906
Agilis Partners
Massachusetts
$357M +$28.5M +9% 6.33% 8.47% 25 0% 4.3
Milestone Investment Advisors
3907
Milestone Investment Advisors
Wisconsin
$357M -$19.1M -5% 5.11% 52.8% 135 8.15% 1.5
Hanlon Investment Management
3908
Hanlon Investment Management
New Jersey
$357M +$19M +6% 8.19% 80.6% 194 29.9% 1.6
Capital Planning
3909
Capital Planning
Washington
$357M +$23M +7% 5.16% 81.2% 89 12.36% 2.4
Tybourne Capital Management
3910
Tybourne Capital Management
Hong Kong
$357M -$135M -27% 5.11% 109% 45 48.89% 1.9
Sage Advisory Services
3911
Sage Advisory Services
Texas
$356M $0 0% 5.72% 37.8% 46 0% 3.1
Smith & Howard Wealth Management
3912
Smith & Howard Wealth Management
Georgia
$356M +$19.3M +6% 6.05% 43.8% 85 7.06% 4.6
Gardner Lewis Asset Management
3913
Gardner Lewis Asset Management
Pennsylvania
$356M -$8.66M -2% 5.94% 240% 81 40.74% 2.5
Uncommon Cents Investing
3914
Uncommon Cents Investing
Wisconsin
$356M +$37.8M +12% 9.55% 91.4% 445 57.98% 1.8
First Wilshire Securities Management
3915
First Wilshire Securities Management
California
$356M +$29M +9% 8.44% 135% 85 7.06% 4.9
Sands Capital Ventures
3916
Sands Capital Ventures
Virginia
$356M +$57.2M +19% 23.4% 167% 21 9.52% 2.3
Benin Management Corp
3917
Benin Management Corp
Connecticut
$356M +$26.5M +8% 6.04% 91.7% 124 4.84% 6.4
Ping Capital Management
3918
Ping Capital Management
New York
$356M +$28.1M +9% 13.9% – 93 30.11% 0.2
Annis Gardner Whiting Capital Advisors
3919
Annis Gardner Whiting Capital Advisors
Florida
$355M +$3.2M +0.9% 7.04% 85% 970 27.63% 0.9
ACM
3920
AIGH Capital Management
Maryland
$355M +$33.5M +10% 43.8% 3,026% 49 38.78% 1
TFG Asset Management
3921
TFG Asset Management
Cayman Islands
$355M -$46.4M -12% 0.26% 72.1% 28 21.43% 1.5
Okabena Investment Services
3922
Okabena Investment Services
Minnesota
$355M +$39.3M +12% 7.34% 72.4% 123 23.58% 1.7
Coston McIsaac & Partners
3923
Coston McIsaac & Partners
Maine
$354M +$37.1M +12% 9.28% 34.3% 878 6.15% 1.8
Rockline Wealth Management
3924
Rockline Wealth Management
New York
$354M +$30.7M +9% 6.4% 176% 105 11.43% 0.6
El Puerto de Liverpool
3925
El Puerto de Liverpool
Mexico
$354M +$20M +6% 5.98% – 1 0% 1.8