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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)
Cincinnati Specialty Underwriters Insurance
3901
Cincinnati Specialty Underwriters Insurance
Ohio
$428M +$47.4M +12% 13.5% 115% 38 5.26% 8.4
LCM
3902
Lionstone Capital Management
New York
$428M +$11.5M +3% 4.64% 74.1% 12 8.33% 4.7
PTB
3903
Pioneer Trust Bank
Oregon
$427M +$35M +9% 9.39% 61.4% 79 5.06% 7.9
Alliance Wealth Advisors (Utah)
3904
Alliance Wealth Advisors (Utah)
Utah
$427M +$10.3M +2% 6.31% 70.7% 308 21.75% 1.6
WealthBridge Capital Management
3905
WealthBridge Capital Management
Ohio
$426M +$31.8M +8% 8.11% 89.4% 220 7.27% 3.8
Founders Grove Wealth Partners
3906
Founders Grove Wealth Partners
Virginia
$426M +$27M +7% 6.2% – 141 10.64% 0.6
CWM
3907
Cordatus Wealth Management
Pennsylvania
$424M +$17.6M +4% 8.84% 108% 169 9.47% 1.3
Tenere Capital
3908
Tenere Capital
New York
$424M +$33.6M +9% 4.33% 131% 23 26.09% 1.1
Uniting Wealth Partners
3909
Uniting Wealth Partners
Kansas
$424M +$165M +64% 7.92% – 203 44.83% 0.4
Harrell Investment Partners
3910
Harrell Investment Partners
Texas
$423M +$28.8M +7% 10.3% 121% 128 7.03% 2.7
Rothschild Capital Partners
3911
Rothschild Capital Partners
New York
$423M +$42.3M +11% 10.6% 90.8% 102 17.65% 2.4
Paulson Wealth Management
3912
Paulson Wealth Management
Illinois
$423M +$36.8M +10% 7.69% 57.1% 145 8.28% 3.6
Bulltick Wealth Management
3913
Bulltick Wealth Management
Florida
$423M +$17.7M +4% 5.68% 58.2% 142 36.62% 1.8
Berkeley Capital Partners
3914
Berkeley Capital Partners
Georgia
$423M +$28.6M +7% 6.82% 62.8% 197 15.23% 4
Stewardship Advisors
3915
Stewardship Advisors
Pennsylvania
$423M +$27.7M +7% 5.02% 46.1% 163 12.88% 1.6
JHCM
3916
Juniper Hill Capital Management
California
$423M +$12.4M +3% 5.6% 33.6% 4 0% 2.1
Gardner Lewis Asset Management
3917
Gardner Lewis Asset Management
Pennsylvania
$423M +$22.3M +6% 13.1% 240% 104 53.85% 2.5
Hollow Brook Wealth Management
3918
Hollow Brook Wealth Management
New York
$423M +$78.6M +23% 9.92% 97.8% 108 21.3% 3.6
Warther Private Wealth
3919
Warther Private Wealth
Ohio
$423M +$38.4M +10% 9.6% 94.1% 60 21.67% 1.9
Aries Wealth Management
3920
Aries Wealth Management
Maine
$423M +$40M +10% 9.09% 87.7% 232 6.9% 2.6
Benin Management Corp
3921
Benin Management Corp
Connecticut
$423M +$39.5M +10% 8.77% 91.7% 137 5.11% 6.5
RR Advisors
3922
RR Advisors
Texas
$422M +$6.24M +2% 2.3% 115% 30 16.67% 3.4
3G Capital Partners
3923
3G Capital Partners
New York
$422M +$14.6M +4% 22.5% 351% 17 41.18% 1
Towarzystwo Funduszy Inwestycyjnych PZU SA
3924
Towarzystwo Funduszy Inwestycyjnych PZU SA
$422M +$66.4M +19% 12.7% – 684 7.02% 3
McElhenny Sheffield Capital Management
3925
McElhenny Sheffield Capital Management
Texas
$422M +$47M +13% 11.3% 86.3% 124 31.45% 2.1