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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)
Benin Management Corp
3976
Benin Management Corp
Connecticut
$247M +$6.99M +3% 8.57% 91.7% 98 8.16% 6.8
Manchester Global Management
3977
Manchester Global Management
United Kingdom
$247M – – 5.98% 156% 19 – 0
Affiance Financial
3978
Affiance Financial
Minnesota
$247M +$69.3M +39% 7.49% 57.8% 444 71.17% 1.2
Pathway Financial Advisers
3979
Pathway Financial Advisers
Indiana
$247M – – 11.1% 88.2% 563 – 0
WealthOne
3980
WealthOne
New York
$247M +$14.9M +6% 5.95% 23.4% 126 22.22% 2.3
FCT
3981
Family Capital Trust
Massachusetts
$247M +$28M +13% 14.1% 39.1% 50 0% 7.4
TIFF Advisory Services
3982
TIFF Advisory Services
Pennsylvania
$246M +$4.92M +2% 9.7% 86.3% 22 13.64% 1
Crane Advisory
3983
Crane Advisory
California
$246M +$51.6M +26% 3.34% 38.2% 28 17.86% 0.2
Steamboat Capital Partners
3984
Steamboat Capital Partners
New York
$246M +$44.9M +22% 36.8% 280% 35 37.14% 1.7
Boltwood Capital Management
3985
Boltwood Capital Management
California
$246M +$27.9M +13% 8.74% 63% 151 9.93% 5.5
ECM
3986
Endurant Capital Management
California
$246M -$60.8M -20% 13.1% 18.4% 78 66.67% 0.6
Beach Point Capital Management
3987
Beach Point Capital Management
California
$246M -$48.9M -17% 1.38% 84.1% 28 28.57% 1.2
Whalerock Point Partners
3988
Whalerock Point Partners
Rhode Island
$246M +$18.4M +8% 9.66% 103% 150 12% 4.9
Summit Wealth & Retirement Planning
3989
Summit Wealth & Retirement Planning
California
$246M -$5.32M -2% 6.2% 67.6% 124 30.65% 1.8
Perennial Investment Advisors
3990
Perennial Investment Advisors
California
$246M +$25.5M +12% 8.02% 84.3% 231 16.02% 1.7
Onyx Bridge Wealth Group
3991
Onyx Bridge Wealth Group
New York
$246M +$26.6M +12% 7.12% 74.6% 216 34.26% 1.1
Hamilton Wealth
3992
Hamilton Wealth
California
$246M +$9.15M +4% 5.41% 108% 113 48.67% 1
Wittenberg Investment Management
3993
Wittenberg Investment Management
Massachusetts
$246M +$10.6M +5% 8.17% 89.9% 88 9.09% 4
Trustees of Dartmouth College
3994
Trustees of Dartmouth College
New Hampshire
$245M – – 13.8% 52.5% 2 – 2.5
Biechele Royce Advisors
3995
Biechele Royce Advisors
Indiana
$245M +$32.6M +15% 11.9% 39.2% 71 21.13% 3.1
Warwick Investment Management
3996
Warwick Investment Management
Texas
$245M +$75.8M +45% 8.14% 69.9% 97 60.82% 0.4
Wealth Dimensions Group
3997
Wealth Dimensions Group
Ohio
$245M +$42.7M +21% 8.05% 57.1% 132 11.36% 1.7
Harbor Advisory Corp
3998
Harbor Advisory Corp
New Hampshire
$245M +$27.6M +13% 7.05% 63.2% 79 10.13% 2.7
James J. Burns & Company
3999
James J. Burns & Company
New York
$245M +$19.6M +9% 7.01% 70.2% 84 11.9% 0.2
Financial Sense Advisors
4000
Financial Sense Advisors
California
$244M +$7.8M +3% 9.84% 152% 107 29.91% 0.9