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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)
Paradiem
3901
Paradiem
Louisiana
$396M +$33.6M +9% 8.7% 107% 60 25% 2.2
BigSur Wealth Management
3902
BigSur Wealth Management
Florida
$396M +$27M +7% 9.82% 94.8% 160 8.75% 4
Decheng Capital
3903
Decheng Capital
California
$396M +$39.5M +11% 23.5% – 28 14.29% 1.1
Winthrop Capital Management
3904
Winthrop Capital Management
Indiana
$396M +$32.1M +9% 7.38% – 361 10.8% 0.7
Bulldog Investors
3905
Bulldog Investors
New Jersey
$396M +$26M +7% 3.92% 22.5% 203 45.81% 0.9
Sunflower Bank
3906
Sunflower Bank
Texas
$395M +$38.7M +11% 6.66% 42.7% 143 14.69% 3.1
CWAG
3907
Compton Wealth Advisory Group
Virginia
$395M +$34.9M +10% 9.67% 76.1% 83 4.82% 4.5
Long Walk Management
3908
Long Walk Management
Connecticut
$395M +$86.4M +28% 38.8% 302% 13 46.15% 1.4
Stewardship Advisors
3909
Stewardship Advisors
Pennsylvania
$395M +$25M +7% 7.12% 46.1% 160 14.38% 1.4
Oxbow Capital Management (HK)
3910
Oxbow Capital Management (HK)
Hong Kong
$395M +$76.5M +24% 45.2% 2,244% 14 50% 0.3
Fonville Wealth Management
3911
Fonville Wealth Management
Virginia
$395M +$55.5M +16% 7.43% – 129 12.4% 1.2
Smith & Howard Wealth Management
3912
Smith & Howard Wealth Management
Georgia
$395M +$27.9M +8% 6.2% 43.8% 85 9.41% 4.9
Wealth Advisory Solutions
3913
Wealth Advisory Solutions
Indiana
$395M +$16.9M +4% 5.88% 60.5% 151 17.22% 1.8
Harrell Investment Partners
3914
Harrell Investment Partners
Texas
$395M +$57.4M +17% 16.3% 121% 140 42.14% 2.5
Evelyn Partners Asset Management
3915
Evelyn Partners Asset Management
$395M +$35.5M +10% 10.3% – 250 6% 0.5
Convergence Investment Partners
3916
Convergence Investment Partners
Florida
$394M +$33.2M +9% 18.1% 284% 291 38.49% 3.2
WealthBridge Capital Management
3917
WealthBridge Capital Management
Ohio
$394M +$40.5M +11% 9.87% 89.4% 220 13.18% 3.7
Berkeley Capital Partners
3918
Berkeley Capital Partners
Georgia
$394M +$30.6M +8% 6.49% 62.8% 188 17.02% 4.2
Bridgewealth Advisory Group
3919
Bridgewealth Advisory Group
California
$394M +$318M +418% 5.16% 39.1% 125 60% 0.7
Tennessee Valley Asset Management Partners
3920
Tennessee Valley Asset Management Partners
Tennessee
$394M -$219M -36% 7.12% 65.7% 170 57.06% 2.2
Legacy Wealth Asset Management
3921
Legacy Wealth Asset Management
Minnesota
$393M +$31.6M +9% 10.7% 116% 363 10.47% 2.9
Mithaq Capital SPC
3922
Mithaq Capital SPC
Saudi Arabia
$393M -$11.8M -3% 6.89% 27.4% 4 0% 2
The Wealth Group
3923
The Wealth Group
Minnesota
$393M +$51.4M +15% 10.4% 71.9% 81 22.22% 1.1
Alliance Wealth Management Group
3924
Alliance Wealth Management Group
New Jersey
$393M +$21.4M +6% 6.2% – 85 2.35% 5.5
Timber Creek Capital Management
3925
Timber Creek Capital Management
Massachusetts
$393M +$17.7M +5% 8.67% 139% 86 8.14% 5.6