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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)
Birinyi Associates
4001
Birinyi Associates
Connecticut
$274M +$31.9M +13% 14% 113% 57 12.28% 6.6
Breakwater Capital Group
4002
Breakwater Capital Group
New Jersey
$274M +$35.4M +15% 5.64% 67.4% 206 14.08% 0.4
True Wealth Design
4003
True Wealth Design
Ohio
$273M +$35M +15% 3.01% 57% 893 15.9% 0.5
Cincinnati Specialty Underwriters Insurance
4004
Cincinnati Specialty Underwriters Insurance
Ohio
$273M +$22.6M +9% 10.6% 115% 38 0% 6.8
Oliver Lagore Vanvalin Investment Group
4005
Oliver Lagore Vanvalin Investment Group
Michigan
$273M +$39.1M +17% 3.79% – 857 27.3% 0.8
Weybosset Research & Management
4006
Weybosset Research & Management
Rhode Island
$273M +$8.11M +3% 7.12% 74.8% 62 30.65% 4.4
MSH Capital Advisors
4007
MSH Capital Advisors
Arizona
$273M +$38.8M +17% 4.08% 66.5% 222 14.41% 1.2
Bridge Advisory
4008
Bridge Advisory
California
$273M +$13.6M +5% 1.02% 6.7% 133 8.27% 1.5
WealthOne
4009
WealthOne
New York
$273M +$16.5M +6% 7.44% 23.4% 117 17.09% 2.6
RE Dickinson Investment Advisors
4010
RE Dickinson Investment Advisors
Iowa
$272M -$23.7M -8% 2.57% 2.24% 453 16.11% 1
Financial Insights
4011
Financial Insights
Washington
$272M +$26.6M +11% 8.03% 82.1% 164 9.76% 1.9
Hel Ved Capital Management
4012
Hel Ved Capital Management
Hong Kong
$272M +$70.6M +35% 13.4% 1,351% 41 60.98% 0.4
272 Capital
4013
272 Capital
Texas
$272M +$30.7M +13% 24.3% 222% 83 48.19% 0.5
Walter & Keenan Wealth Management
4014
Walter & Keenan Wealth Management
Indiana
$272M +$8.77M +3% 7.41% 92% 147 6.12% 3.9
Odey Asset Management
4015
Odey Asset Management
United Kingdom
$272M – – 4.49% – 29 – 0
Harvey Capital Management
4016
Harvey Capital Management
Florida
$272M +$18.3M +7% 12.9% 147% 87 18.39% 3.7
T
4017
TRUADVICE
Florida
$272M +$19.6M +8% 5.22% 21.6% 280 17.5% 1.1
DI
4018
DDFG Inc
California
$272M +$14.4M +6% 4.36% 56.3% 73 4.11% 0.5
Atticus Wealth Management
4019
Atticus Wealth Management
Florida
$271M +$9.6M +4% 6.66% 73.9% 623 18.14% 1.8
Rothschild Capital Partners
4020
Rothschild Capital Partners
New York
$271M +$27.5M +11% 9.12% 90.8% 30 10% 5.4
Strategic Financial Concepts
4021
Strategic Financial Concepts
Texas
$271M +$23.4M +9% 5.28% 56.8% 268 15.3% 0.2
Oak Hill Wealth Advisors
4022
Oak Hill Wealth Advisors
Virginia
$271M +$17.3M +7% 6.16% 48% 109 4.59% 0.5
DoubleLine ETF Adviser
4023
DoubleLine ETF Adviser
Florida
$271M +$36.2M +15% 9.58% 51.6% 259 64.09% 0.3
IAM
4024
Innovis Asset Management
Illinois
$271M +$24.2M +10% 10.8% – 186 26.34% 0.4
Avalon Global Asset Management
4025
Avalon Global Asset Management
California
$271M +$67.8M +33% 16.5% 278% 35 34.29% 4