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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)
SWS Partners
4001
SWS Partners
Ohio
$410M +$39.1M +11% 8.64% 127% 124 7.26% 2.8
Bayview Asset Management
4002
Bayview Asset Management
Florida
$409M +$148M +57% 3.92% 55.4% 94 62.77% 0.4
Capital City Trust
4003
Capital City Trust
Florida
$409M +$23.3M +6% 9.71% 98.5% 116 6.03% 7.2
Lisanti Capital Growth
4004
Lisanti Capital Growth
New York
$409M +$48.1M +13% 33.2% 1,490% 146 55.48% 0.5
Headwater Capital
4005
Headwater Capital
China
$409M +$121M +42% 26.2% – 21 57.14% 0.3
Atlanta Consulting Group Advisors
4006
Atlanta Consulting Group Advisors
Georgia
$409M +$43.4M +12% 6.24% – 150 16.67% 1.1
NovaPoint Capital
4007
NovaPoint Capital
Georgia
$409M +$82.4M +25% 9.53% 94% 146 47.95% 2.1
BigSur Wealth Management
4008
BigSur Wealth Management
Florida
$408M +$12.2M +3% 9.02% 94.8% 161 6.21% 4.1
Prudent Investors Network
4009
Prudent Investors Network
California
$408M +$37.6M +10% 3.79% – 72 23.61% 2
Atlas Private Wealth Advisors
4010
Atlas Private Wealth Advisors
New Jersey
$408M -$369M -47% 6.46% 57.8% 196 32.65% 2.7
Greencape Capital
4011
Greencape Capital
Australia
$408M -$136M -25% 11.5% 98.1% 3 0% 3.9
Avalon Capital Management
4012
Avalon Capital Management
California
$408M +$35.8M +10% 15.7% 151% 144 19.44% 1.7
HighVista Strategies
4013
HighVista Strategies
Massachusetts
$408M +$136M +50% 69.3% 622% 175 32% 1.1
Monarch Capital Management
4014
Monarch Capital Management
Indiana
$408M +$35.4M +10% 6.49% 77% 124 7.26% 8.3
SFA
4015
Spectrum Financial Alliance
Kentucky
$408M +$36.8M +10% 11.2% 187% 26 15.38% 2.7
Engaged Capital
4016
Engaged Capital
California
$408M +$50M +14% 3.38% 26.2% 9 22.22% 1.5
Burt Wealth Advisors
4017
Burt Wealth Advisors
Maryland
$407M -$30M -7% 5.24% 57.3% 121 9.09% 5.7
Redmond Asset Management
4018
Redmond Asset Management
Virginia
$407M -$12.1M -3% 4.26% 68.2% 210 6.19% 4.4
Chapin Davis
4019
Chapin Davis
Maryland
$407M +$45.5M +13% 15.2% 339% 261 16.48% 1.9
AllGen Financial Advisors
4020
AllGen Financial Advisors
Florida
$407M +$34.7M +9% 5.71% 39.7% 45 13.33% 1.6
Summit Wealth & Retirement Planning
4021
Summit Wealth & Retirement Planning
California
$407M +$34.3M +9% 8.86% 67.6% 108 8.33% 2.4
J.H. Whitney Equity Partners VII
4022
J.H. Whitney Equity Partners VII
Connecticut
$407M +$166M +69% 69.6% 407% 1 0% 3.8
AWA
4023
Aquire Wealth Advisors
Utah
$406M +$34.2M +9% 6.81% 60.2% 50 8% 2.6
Kentucky Farm Bureau Mutual Insurance
4024
Kentucky Farm Bureau Mutual Insurance
Kentucky
$406M -$61.9M -13% 8.77% 83.3% 68 14.71% 7.3
Hilltop National Bank
4025
Hilltop National Bank
Wyoming
$406M +$22.8M +6% 7.79% – 816 5.27% 1.3