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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)
Reverence Capital Partners
4001
Reverence Capital Partners
New York
$381M -$36.7M -9% 8.78% 5.38% 1 0% 1.3
Rothschild Capital Partners
4002
Rothschild Capital Partners
New York
$381M -$1.06M -0.3% 9.47% 90.8% 98 14.29% 2.4
McLean Asset Management
4003
McLean Asset Management
Virginia
$381M +$78.2M +26% 8.46% 64.3% 166 13.25% 2.9
Prentice Wealth Management
4004
Prentice Wealth Management
New York
$381M +$34.2M +10% 6.6% 47.8% 117 14.53% 2.5
Cincinnati Specialty Underwriters Insurance
4005
Cincinnati Specialty Underwriters Insurance
Ohio
$381M +$47.8M +14% 20.6% 115% 37 0% 8.2
Mandatum Life Insurance Company
4006
Mandatum Life Insurance Company
Finland
$380M +$54.2M +17% 13.4% 95.9% 82 9.76% 5.3
Midwest Professional Planners Ltd (MPPL)
4007
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$380M +$58.4M +18% 13.3% 130% 161 11.18% 3.6
Three Bridge Wealth Advisors
4008
Three Bridge Wealth Advisors
California
$380M +$92.1M +32% 21.5% 169% 123 31.71% 1.8
Arjuna Capital
4009
Arjuna Capital
North Carolina
$379M +$18.1M +5% 9.56% 105% 123 13.01% 2.4
von Borstel & Associates
4010
von Borstel & Associates
Oregon
$379M +$44.7M +13% 7.84% – 148 72.97% 0.7
WC
4011
Weil Company
California
$379M +$44.1M +13% 6.6% 71.7% 120 18.33% 3.4
Farmers National Bank
4012
Farmers National Bank
Kentucky
$379M +$24.6M +7% 7.99% – 169 1.78% 6.4
Heirloom Wealth Management
4013
Heirloom Wealth Management
Colorado
$379M +$30M +9% 11.6% 81.8% 45 11.11% 2.3
SailingStone Capital Partners
4014
SailingStone Capital Partners
Texas
$378M +$109M +40% 52.3% 152% 16 25% 2.8
Hel Ved Capital Management
4015
Hel Ved Capital Management
Hong Kong
$378M +$102M +37% 27.5% 1,351% 102 68.63% 0.3
Wealthspring Capital
4016
Wealthspring Capital
New York
$378M +$313M +483% 3.98% 24.1% 167 59.88% 0.4
Kendall Capital Management
4017
Kendall Capital Management
Maryland
$378M +$37.8M +11% 11.1% 130% 240 15.42% 3.3
VC
4018
Vision Capital
Ontario, Canada
$378M -$59.1M -14% 4.67% 19.8% 18 33.33% 0.7
High Net Worth Advisory Group
4019
High Net Worth Advisory Group
Florida
$378M +$23.4M +7% 7.6% 75.7% 229 6.99% 2.6
Allegiance Financial Group Advisory Services
4020
Allegiance Financial Group Advisory Services
Virginia
$378M +$48.9M +15% 10.1% 62.6% 179 36.87% 1.1
Whitener Capital Management
4021
Whitener Capital Management
North Carolina
$378M +$24.2M +7% 10.2% 113% 158 4.43% 4.7
Evergreen Advisors
4022
Evergreen Advisors
Tennessee
$377M +$17.2M +5% 5.99% – 22 22.73% 3.3
Bridgefront Capital
4023
Bridgefront Capital
Texas
$377M +$31.1M +9% 9.81% 52.1% 906 71.08% 0.2
NTIC
4024
Napean Trading & Investment Company
Singapore
$377M +$34.3M +10% 49.3% – 38 18.42% 1
Landmark Investment Partners
4025
Landmark Investment Partners
Florida
$377M -$3.26M -0.9% 0.44% – 84 72.62% 0.1