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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)
Essex Savings Bank
3976
Essex Savings Bank
Connecticut
$168M +$28M +20% 18.7% 95.2% 168 14.88% 1.3
CCM
3977
Consolidated Capital Management
California
$168M +$40.9M +32% 26.5% 166% 34 11.76% 2.4
Equinox Partners Investment Management
3978
Equinox Partners Investment Management
Connecticut
$168M +$88.3M +110% 87.4% 241% 12 25% 0.8
Marlowe Partners
3979
Marlowe Partners
New York
$168M +$20.5M +14% 34.3% 16.3% 19 26.32% 0.8
Ostrum Asset Management
3980
Ostrum Asset Management
France
$168M +$23M +16% 24% 107% 80 36.25% 0.7
FC Advisory
3981
FC Advisory
Pennsylvania
$168M +$23.7M +16% 15.7% 46.6% 55 7.27% 3.5
Clare Market Investments
3982
Clare Market Investments
Texas
$168M +$50M +42% 39% – 104 42.31% 0.9
Marino Stram & Associates
3983
Marino Stram & Associates
Massachusetts
$168M +$38.3M +29% 16.2% 72.2% 108 14.81% 1.7
Sitrin Capital Management
3984
Sitrin Capital Management
California
$168M -$879K -0.5% 25.2% 139% 38 23.68% 2.1
Hamilton Wealth
3985
Hamilton Wealth
California
$168M +$33.8M +25% 14% 108% 49 36.73% 0.8
Advisor OS
3986
Advisor OS
Illinois
$168M – – 15.1% 61.2% 141 – 0
ETI
3987
Enterprise Trust & Investment
California
$168M +$24.9M +17% 21.8% 58.6% 196 8.67% 0.9
Quaker Wealth Management
3988
Quaker Wealth Management
New Jersey
$168M +$26.8M +19% 12.4% – 50 20% 0.4
NEPC LLC
3989
NEPC LLC
Massachusetts
$167M -$13.8M -8% 11.9% 21.3% 31 19.35% 0.4
WR
3990
Watson Rebecca
$167M +$22.7M +16% 12.8% – 387 80.36% 0.1
Radnor Financial Advisors
3991
Radnor Financial Advisors
Pennsylvania
$167M +$49.3M +42% 20.9% 3.04% 18 5.56% 0.4
PGF
3992
Pelham Global Financials
United Kingdom
$167M +$100M +150% 34.5% 24.5% 9 33.33% 0.6
BCS Wealth Management
3993
BCS Wealth Management
Tennessee
$167M +$24.2M +17% 12.8% 46.7% 127 17.32% 0.4
Soundwatch Capital
3994
Soundwatch Capital
Connecticut
$166M +$24.6M +17% 20.9% 68.6% 24 66.67% 0.1
Mirsky Financial Management
3995
Mirsky Financial Management
New York
$166M +$24.7M +17% 10% 39.3% 36 22.22% 1.2
Mizuho Trust & Banking
3996
Mizuho Trust & Banking
Japan
$166M +$114M +219% 18.8% 36.1% 12 33.33% 0.5
Shah Capital Management
3997
Shah Capital Management
North Carolina
$166M +$39.6M +31% 77% 287% 16 31.25% 2.8
Marcho Partners
3998
Marcho Partners
United Kingdom
$166M -$62.5M -27% 88.8% 115% 9 44.44% 0.5
Biltmore Family Office
3999
Biltmore Family Office
North Carolina
$166M +$13.9M +9% 19.6% 78.1% 186 13.44% 1.7
Oak Grove Capital
4000
Oak Grove Capital
New Hampshire
$166M +$11.4M +7% 27.6% 470% 72 33.33% 1.1