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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)
Spider Management Company
3926
Spider Management Company
Virginia
$493M +$143M +41% 17.4% – 8 50% 0.5
Highline Wealth Partners
3927
Highline Wealth Partners
California
$493M +$101M +26% 12.2% 93.8% 1,508 20.36% 1.4
Fulcrum Capital
3928
Fulcrum Capital
Washington
$493M +$32.3M +7% 19.3% 102% 109 12.84% 3.8
Pinpoint Asset Management (Singapore)
3929
Pinpoint Asset Management (Singapore)
$493M +$60.3M +14% 27.3% – 203 52.22% 0.4
Uniting Wealth Partners
3930
Uniting Wealth Partners
Kansas
$492M +$22.8M +5% 12.7% – 224 16.07% 0.8
First National Bank & Trust Co of Newtown
3931
First National Bank & Trust Co of Newtown
Pennsylvania
$492M +$28.2M +6% 10.2% 55.7% 162 16.05% 7.9
Cypress Point Wealth Management
3932
Cypress Point Wealth Management
Texas
$492M +$27.3M +6% 8.38% 226% 165 39.39% 1.4
Marion Wealth Management
3933
Marion Wealth Management
Pennsylvania
$491M +$40.2M +9% 8.14% 51.7% 167 17.37% 2.6
Bellars Harris Wealth Management
3934
Bellars Harris Wealth Management
Virginia
$491M – – 19% – 96 – 0
Morton Community Bank
3935
Morton Community Bank
Illinois
$491M +$30.8M +7% 9.21% – 123 8.94% 2
Bulltick Wealth Management
3936
Bulltick Wealth Management
Florida
$490M +$37.6M +8% 9.75% 58.2% 158 28.48% 1.6
FFG
3937
Fortem Financial Group
California
$490M +$91.8M +23% 32.4% 183% 194 13.92% 2.5
SWG
3938
Summit Wealth Group
Vermont
$490M +$54.5M +13% 14.4% 53% 134 9.7% 2.2
Timber Creek Capital Management
3939
Timber Creek Capital Management
Massachusetts
$490M +$77.4M +19% 37.5% 139% 85 14.12% 5.9
Waterway Wealth Management
3940
Waterway Wealth Management
Texas
$490M +$37.5M +8% 9.63% 52.2% 106 24.53% 1.2
AA
3941
Ancient Art
Texas
$489M +$30.8M +7% 10.1% 168% 18 22.22% 2.8
Atlantic Edge Private Wealth Management
3942
Atlantic Edge Private Wealth Management
Florida
$489M +$82.2M +20% 20.3% 84.4% 650 12.31% 1.8
Montis Financial
3943
Montis Financial
Massachusetts
$489M +$5.58M +1% 8.22% 46% 160 11.25% 2.5
Longfellow Investment Management
3944
Longfellow Investment Management
Massachusetts
$489M +$9.3M +2% 0.25% 45.9% 273 21.61% 2.3
Collective Family Office
3945
Collective Family Office
Pennsylvania
$489M +$44.8M +10% 9.34% 52.5% 164 6.71% 3.7
Dunhill Financial
3946
Dunhill Financial
United Kingdom
$489M +$64.6M +15% 10.6% 58.6% 1,917 18.68% 1.3
Retirement Management Systems
3947
Retirement Management Systems
Maryland
$488M +$73.6M +18% 12% – 57 14.04% 0.4
Rempart Asset Management
3948
Rempart Asset Management
Canada
$488M +$12.4M +3% 6.62% 70.5% 36 0% 4.6
von Borstel & Associates
3949
von Borstel & Associates
Oregon
$488M +$50.7M +12% 9.57% – 45 8.89% 1.5
Weaver Consulting Group
3950
Weaver Consulting Group
California
$488M +$68.2M +16% 10.1% 56.4% 308 14.29% 3.4