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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
BRA
3951
Bender Robert & Associates
California
$417M -$64.4M -13% 8.87% 116% 46 17.39%
AWCI
3952
Alpine Woods Capital Investors
New York
$417M -$3.32M -0.8% 0.75% 91.1% 231 38.53%
KPWG
3953
KFA Private Wealth Group
Virginia
$417M +$5.47M +1% 1.97% 57.5% 167 13.77%
WC
3954
Westwind Capital
New Mexico
$416M -$73M -15% 7.31% 78.1% 80 50%
CEI
3955
Clark Estates Inc
New York
$416M +$4.1M +1% 2.74% 34.5% 110 22.73%
SSC
3956
Spruce Street Capital
New York
$416M +$113M +37% 44.4% 34 38.24%
SCP
3957
Stevens Capital Partners
Nebraska
$416M +$33.8M +9% 2.86% 57.8% 129 22.48%
VM
3958
Venator Management
Pennsylvania
$416M -$27.8M -6% 10.2% 115% 31 22.58%
HHMI
3959
Howard Hughes Medical Institute
Maryland
$416M +$241M +138% 7.04% 59.3% 503 94.43%
SSC
3960
Syverson Strege & Co
Iowa
$416M -$6.93M -2% 0.56% 50.6% 177 10.73%
I
3961
InceptionR
California
$415M +$55M +15% 1.35% 50.5% 951 74.13%
RMS
3962
Retirement Management Systems
Maryland
$415M +$24.2M +6% 0.62% 58 18.97%
SCMS
3963
Serenity Capital Management (Singapore)
Singapore
$414M +$37.6M +10% 1.9% 20.4% 10 10%
SIS
3964
Strategic Investment Solutions
Illinois
$414M -$1.89M -0.5% 0.08% 736 17.93%
MIA
3965
Milestone Investment Advisors
Wisconsin
$414M +$919K +0.2% 2.06% 43.6% 142 8.45%
KFS
3966
Kelly Financial Services
Massachusetts
$414M +$14.9M +4% 1.13% 58.4% 142 23.24%
SP
3967
Sequent Planning
Nebraska
$414M +$20.7M +5% 1.13% 253 15.02%
SWC
3968
Square Wave Capital
New York
$413M -$16.8M -4% 8.24% 14 50%
WG
3969
Watchman Group
Texas
$413M -$5.67M -1% 1.06% 52.9% 77 5.19%
OWA
3970
Outlook Wealth Advisors
Texas
$413M -$29.1M -7% 0.62% 70% 335 18.51%
VCP
3971
Varenne Capital Partners
France
$413M -$108M -21% 0.61% 148% 39 56.41%
LCM
3972
Lionstone Capital Management
New York
$413M -$19.6M -5% 4.33% 89.6% 12 0%
CWA
3973
Centennial Wealth Advisory
Michigan
$413M +$34.9M +9% 0.19% 57.6% 182 20.88%
CW
3974
Channel Wealth
California
$413M +$17.8M +5% 3.59% 59.3% 190 17.89%
TCCM
3975
Timber Creek Capital Management
Massachusetts
$412M -$18M -4% 1.49% 85.7% 82 7.32%