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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)
Prudent Man Advisors
4026
Prudent Man Advisors
Illinois
$256M +$8.39M +3% 4.61% 92.5% 219 17.35% 1.7
PRW Wealth Management
4027
PRW Wealth Management
Massachusetts
$256M +$23.2M +10% 6.87% 42.3% 115 42.61% 0.9
Value Star Asset Management
4028
Value Star Asset Management
Hong Kong
$256M +$128M +100% 34.4% – 52 100% 0
Trust Company of Oklahoma
4029
Trust Company of Oklahoma
Oklahoma
$256M +$7.12M +3% 7.29% 101% 147 14.97% 5.3
Fountainhead AM
4030
Fountainhead AM
New Jersey
$256M +$33.3M +15% 8.15% 80.4% 85 16.47% 1.4
BWCP LP
4031
BWCP LP
Texas
$256M +$28.9M +13% 16.4% 198% 25 40% 0.6
Arjuna Capital
4032
Arjuna Capital
North Carolina
$255M +$38M +18% 8.41% 118% 122 38.52% 2.1
Delta Financial Group
4033
Delta Financial Group
New Jersey
$255M +$28.8M +13% 11.7% – 192 9.38% 0.2
Werba Rubin Papier Wealth Management
4034
Werba Rubin Papier Wealth Management
California
$255M +$12.1M +5% 6.19% 73.5% 120 17.5% 0.2
DMKJ
4035
David M. Knott Jr
$254M -$10.2M -4% 15.7% 169% 185 25.95% 0.9
SEP
4036
Southland Equity Partners
Missouri
$254M -$4.94M -2% 7.17% 66.1% 182 8.24% 1.7
D.B. Root & Company
4037
D.B. Root & Company
Pennsylvania
$254M +$17.5M +7% 6.59% 63% 170 10.59% 3.5
Absoluto Partners Gestao de Recursos
4038
Absoluto Partners Gestao de Recursos
Brazil
$254M +$53.9M +27% 28.8% 78.7% 27 14.81% 1.4
IFG Advisors
4039
IFG Advisors
Missouri
$254M +$25M +11% 7.21% 78.7% 125 8.8% 2.3
Harvey Capital Management
4040
Harvey Capital Management
Florida
$254M +$14.9M +6% 13.3% 147% 82 7.32% 3.6
Oak Hill Wealth Advisors
4041
Oak Hill Wealth Advisors
Virginia
$254M +$11.6M +5% 4.48% 48% 106 3.77% 0.2
HPC
4042
Hobart Private Capital
North Carolina
$254M +$106M +72% 8.01% 60% 55 72.73% 0.9
Vickerman Investment Advisors
4043
Vickerman Investment Advisors
Washington
$253M +$33.1M +15% 6.08% 47.3% 73 6.85% 1.3
Brady Family Wealth
4044
Brady Family Wealth
Missouri
$253M +$11.1M +5% 5.44% 74.7% 116 3.45% 0.2
Ironwood Wealth Management (Arizona)
4045
Ironwood Wealth Management (Arizona)
Arizona
$253M +$13.8M +6% 4.71% 34.2% 46 2.17% 4.2
Mount Capital
4046
Mount Capital
United Kingdom
$253M -$5.27M -2% 0.21% 34.4% 52 34.62% 0.7
Compton Financial Group
4047
Compton Financial Group
Maryland
$253M +$14.8M +6% 4.67% 37.7% 38 18.42% 1.6
FCPV
4048
FS Capital Partners VI
California
$253M -$44.6M -15% 15% – 1 0% 1.3
OFCM
4049
One Fin Capital Management
California
$253M +$23.6M +10% 8.49% 92% 33 66.67% 0.4
Deseret Mutual Benefit Administrators
4050
Deseret Mutual Benefit Administrators
Utah
$253M +$9.46M +4% 4.23% 81.9% 497 2.01% 1.7