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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)
Delta Financial Advisors
3951
Delta Financial Advisors
Louisiana
$170M +$24.5M +17% 18.4% 107% 103 8.74% 0.9
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3952
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$170M +$78.9M +87% 55.9% 1,119% 16 56.25% 0.2
HCA
3953
Hyperion Capital Advisors
New York
$170M +$28.9M +21% 17.4% 86.1% 44 25% 0.4
Lowe Wealth Advisors
3954
Lowe Wealth Advisors
Maryland
$170M +$27.7M +20% 16% 63.3% 342 19.59% 3.5
Westside Investment Management
3955
Westside Investment Management
California
$170M +$23.4M +16% 39.6% 114% 720 12.08% 2.4
Long Road Investment Counsel
3956
Long Road Investment Counsel
Michigan
$170M +$29.8M +21% 23.8% 53.8% 67 4.48% 4.7
Susquehanna Foundation
3957
Susquehanna Foundation
Pennsylvania
$170M +$39.3M +30% 30.2% 36.7% 4 0% 2.3
Whalerock Point Partners
3958
Whalerock Point Partners
Rhode Island
$170M +$29.7M +21% 20% 103% 132 18.18% 3.7
Pacific Edge Advisors
3959
Pacific Edge Advisors
California
$169M +$29.5M +21% 18.9% 31.3% 36 11.11% 2
Defender Capital
3960
Defender Capital
North Carolina
$169M +$32.6M +24% 32.9% 101% 28 32.14% 0.8
AH Equity Partners III
3961
AH Equity Partners III
California
$169M +$31.6M +23% 22.9% 42.6% 1 0% 1.3
Hellman & Friedman
3962
Hellman & Friedman
California
$169M +$18.3M +12% 12.1% – 1 0% 0.5
SWMG
3963
Strategic Wealth Management Group
Maryland
$169M +$35.1M +26% 23.4% – 101 18.81% 1
TLWM Financial
3964
TLWM Financial
Texas
$169M -$847K -0.5% 14.1% 53.9% 62 12.9% 1.5
BHK Investment Advisors
3965
BHK Investment Advisors
Alabama
$169M +$28.8M +20% 18.9% 54.6% 62 20.97% 1.9
Financial Life Advisors
3966
Financial Life Advisors
Texas
$169M +$23.2M +16% 12.3% 47% 23 0% 2.4
Smart Money Group
3967
Smart Money Group
Texas
$169M +$26.7M +19% 14.6% 58.9% 100 38% 1
First United Bank & Trust
3968
First United Bank & Trust
Maryland
$169M +$29.1M +21% 19.7% 78% 130 17.69% 3.8
JGP Global Gestao de Recursos
3969
JGP Global Gestao de Recursos
Brazil
$169M -$61.7M -27% 44.2% 261% 76 48.68% 0.8
RIT Capital Partners
3970
RIT Capital Partners
United Kingdom
$169M +$34.2M +25% 24.3% 71.4% 17 64.71% 0.1
Harvest Investment Services
3971
Harvest Investment Services
Illinois
$169M +$93.7M +125% 33.1% 282% 212 61.32% 0.5
Twin Securities
3972
Twin Securities
New York
$169M -$26.7M -14% 22.7% 506% 22 86.36% 0.4
Oak Asset Management
3973
Oak Asset Management
California
$169M +$31.1M +23% 21% 91.8% 88 5.68% 2.2
MilWealth Group
3974
MilWealth Group
Wisconsin
$169M +$39.6M +31% 14.1% 36.8% 74 6.76% 1.1
Grant Street Asset Management
3975
Grant Street Asset Management
Pennsylvania
$169M – – 12.7% 47.2% 30 – 0