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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)
Legacy Wealth Asset Management
4026
Legacy Wealth Asset Management
Minnesota
$281M -$14.3M -5% 4.04% 116% 348 14.94% 1
CenterBook Partners
4027
CenterBook Partners
Connecticut
$281M +$111M +65% 8.7% 62.4% 400 45.75% 0.2
Yorktown Energy Partners VIII
4028
Yorktown Energy Partners VIII
New York
$281M +$75.1M +37% 67.4% 15.2% 3 0% 3.8
Aire Advisors
4029
Aire Advisors
California
$280M +$49M +21% 3.13% 77.4% 150 29.33% 0.2
White Mountains Insurance Group
4030
White Mountains Insurance Group
New Hampshire
$280M +$18.8M +7% 7.19% 105% 1 0% 1.3
NME
4031
Notis-McConarty Edward
$280M -$19.7M -7% 4.25% 91.2% 107 6.54% 5.8
MVM Partners (UK)
4032
MVM Partners (UK)
United Kingdom
$280M -$698K -0.2% 0.76% – 3 0% 0.3
TIFF Advisory Services
4033
TIFF Advisory Services
Pennsylvania
$280M -$7.97M -3% 1.55% 86.3% 21 57.14% 1.1
Parus Finance (UK)
4034
Parus Finance (UK)
United Kingdom
$280M -$31.9M -10% 2.26% 199% 32 15.63% 2.9
Pacific Center for Financial Services
4035
Pacific Center for Financial Services
California
$280M +$31.5M +13% 3.92% 60.1% 403 5.96% 3.5
ETI
4036
Enterprise Trust & Investment
California
$280M -$6.53M -2% 0.15% 58.6% 211 9.95% 2.1
American National Registered Investment Advisor
4037
American National Registered Investment Advisor
Texas
$279M -$23.5M -8% 2.72% 95.8% 246 4.07% 5.3
Union Square Park Capital Management
4038
Union Square Park Capital Management
New York
$279M -$37.8M -12% 8.3% 75.8% 179 54.19% 0.4
Pier 88 Investment Partners
4039
Pier 88 Investment Partners
California
$279M -$192M -41% 1.16% 36.1% 106 23.58% 1.8
Asset Allocation & Management Company
4040
Asset Allocation & Management Company
Illinois
$279M -$16.5M -6% 3.15% 58.5% 123 9.76% 0.7
Greencape Capital
4041
Greencape Capital
Australia
$279M +$46.6M +20% 7.1% 98.1% 3 0% 3.3
Tenzing Global Management
4042
Tenzing Global Management
California
$279M +$18.2M +7% 0.25% 273% 16 50% 1.4
Wakefield Asset Management
4043
Wakefield Asset Management
Colorado
$279M -$11.2M -4% 1.9% 139% 206 41.26% 1.1
LAM
4044
LifePro Asset Management
California
$279M -$59.4M -18% 9.23% 49% 150 32% 0.7
UID
4045
Union Investments & Development
Israel
$278M -$20.3M -7% 6.59% 17% 59 27.12% 0.2
Manchester Financial
4046
Manchester Financial
California
$278M -$6.66M -2% 4.69% 73% 115 26.96% 1.7
Stelac Advisory Services
4047
Stelac Advisory Services
New York
$278M -$91.2M -25% 5.51% 84.9% 196 17.35% 2.4
Strategic Equity Management
4048
Strategic Equity Management
Arizona
$278M -$41.7M -13% 5.66% 70.3% 53 30.19% 0.8
Claro Advisors
4049
Claro Advisors
Massachusetts
$278M +$36K +0% 6.16% 85.5% 286 1.4% 1.8
Shakespeare Wealth Management
4050
Shakespeare Wealth Management
Wisconsin
$278M -$2.39M -0.9% 5.73% 55.5% 80 11.25% 2.6