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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)
Park Place Capital
4026
Park Place Capital
Alabama
$357M +$9.15M +3% 0.49% 60% 894 13.98% 1.7
Annis Gardner Whiting Capital Advisors
4027
Annis Gardner Whiting Capital Advisors
Florida
$357M +$2.07M +0.6% 0.84% 85% 817 15.54% 1
Grey Rock Energy Management
4028
Grey Rock Energy Management
Texas
$357M – – 8.75% – 1 – 0
Whitener Capital Management
4029
Whitener Capital Management
North Carolina
$357M +$4.35M +1% 3.41% 113% 166 11.45% 4.3
Wealth Advisory Solutions
4030
Wealth Advisory Solutions
Indiana
$357M -$6.39M -2% 0.61% 60.5% 137 18.25% 1.7
Arvin Capital Management
4031
Arvin Capital Management
Texas
$357M +$45.9M +15% 3.01% – 53 60.38% 0.3
Oakwell Private Wealth Management
4032
Oakwell Private Wealth Management
Texas
$357M +$9.04M +3% 1.06% 63% 63 7.94% 2.9
Robert Bosch
4033
Robert Bosch
Germany
$357M – – 61.4% – 4 – 0
Goldstream Capital Management
4034
Goldstream Capital Management
Hong Kong
$356M +$59.2M +20% 15.2% 686% 53 20.75% 0.9
Wiser Wealth Management
4035
Wiser Wealth Management
Georgia
$356M +$7.38M +2% 0.28% 53% 53 16.98% 1.8
Guidance Point Advisors
4036
Guidance Point Advisors
Massachusetts
$356M +$13.2M +4% 3.03% 71.8% 89 7.87% 3.6
Sio Capital Management
4037
Sio Capital Management
New York
$355M +$103M +41% 131% 564% 61 52.46% 0.6
American Financial Group Inc 401(K) Retirement & Savings Plan
4038
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$355M +$5.52M +2% 1.73% 17.8% 1 0% 11.5
VeraBank
4039
VeraBank
Texas
$355M +$12.8M +4% 1.54% 60.6% 148 2.7% 4.3
Integris Wealth Management
4040
Integris Wealth Management
California
$355M -$3.43M -1% 2.58% 60.3% 111 12.61% 1.6
Verde Capital Management
4041
Verde Capital Management
Michigan
$354M +$21.1M +6% 2.85% 80.3% 64 18.75% 2.2
Edenbrook Capital
4042
Edenbrook Capital
New York
$354M +$118M +50% 34.3% 267% 15 33.33% 3.5
PI
4043
Pennant Investors
New Jersey
$354M +$3.99M +1% 8.08% 372% 17 11.76% 2.3
Ritter Daniher Financial Advisory
4044
Ritter Daniher Financial Advisory
Ohio
$354M +$10.1M +3% 0.65% 56.7% 327 7.65% 2.7
Bridgewealth Advisory Group
4045
Bridgewealth Advisory Group
California
$354M +$78.8M +29% 0.82% 39.1% 119 25.21% 0.9
Smith & Howard Wealth Management
4046
Smith & Howard Wealth Management
Georgia
$354M -$2.39M -0.7% 2.39% 43.8% 86 9.3% 4.6
Cisco Systems
4047
Cisco Systems
California
$354M -$83.6M -19% 2.27% 210% 3 0% 2.4
Alpine Investment Management
4048
Alpine Investment Management
Hong Kong
$354M -$18.1M -5% 7.08% 33.7% 18 77.78% 0.3
Scientech Research LLC
4049
Scientech Research LLC
New Jersey
$353M -$149M -30% 10.1% – 899 72.97% 0.2
PhiloSmith Capital
4050
PhiloSmith Capital
Connecticut
$353M -$42.6M -11% 2.38% 47% 23 0% 6.7