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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)
NinePointTwo Capital
4051
NinePointTwo Capital
California
$258M -$25.8M -9% 0.43% 1.62% 97 45.36% 0.4
UBP Investment Advisors
4052
UBP Investment Advisors
Switzerland
$258M -$12.8M -5% 1.52% 11.2% 110 10% 1.6
Fulcrum Equity Management
4053
Fulcrum Equity Management
Texas
$258M -$10.1M -4% 0.15% 116% 231 45.89% 0.6
West Oak Capital
4054
West Oak Capital
California
$258M +$4.08M +2% 0.41% 110% 403 10.67% 3.9
MWM
4055
Mascoma Wealth Management
New Hampshire
$258M +$23.9M +10% 0.65% 43.7% 475 78.53% 0.6
Relyea Zuckerberg Hanson
4056
Relyea Zuckerberg Hanson
Connecticut
$257M +$14.1M +6% 2.16% 95.9% 149 16.11% 1.3
AlpInvest Partners
4057
AlpInvest Partners
Netherlands
$257M +$53.6M +26% 4.99% 138% 26 65.38% 0.2
Ninety One
4058
Ninety One
South Africa
$257M -$15.9M -6% 2.67% 232% 117 11.11% 2.2
Kellner Capital
4059
Kellner Capital
New York
$257M -$68.9M -21% 3.81% 390% 43 65.12% 0.3
Herold Advisors
4060
Herold Advisors
New York
$257M – – 0.72% 90.2% 710 – 0
Aryeh Capital Management
4061
Aryeh Capital Management
Ontario, Canada
$257M +$42.6M +20% 2.19% 87.7% 13 30.77% 0.6
Stone House Investment Management
4062
Stone House Investment Management
Pennsylvania
$257M $0 0% 0.25% 57.9% 38 0% 1.4
TEC
4063
Tiger Eye Capital
Tennessee
$257M -$135M -34% 0.48% 116% 60 25% 2.4
D.B. Root & Company
4064
D.B. Root & Company
Pennsylvania
$256M -$11.3M -4% 0.86% 57.3% 205 8.29% 2.5
Silphium Asset Management
4065
Silphium Asset Management
United Kingdom
$256M -$7.24M -3% 2.69% 118% 131 64.89% 0.2
RIT Capital Partners
4066
RIT Capital Partners
United Kingdom
$256M -$40.3M -14% 5.49% 71.4% 16 56.25% 0.8
HA
4067
Hamel Associates
New Jersey
$256M -$5.99M -2% 0.86% 50.6% 70 5.71% 4.9
TS Financial Group (TSFG)
4068
TS Financial Group (TSFG)
Illinois
$256M +$8.09M +3% 0.1% 81% 906 5.52% 1.8
1C
4069
1623 Capital
Virginia
$256M -$4.65M -2% 1.22% 11.9% 81 19.75% 0.9
WA
4070
Wealth Advisors
California
$256M -$18.8M -7% 0.64% 40% 106 17.92% 1.1
Legacy Capital Wealth Partners
4071
Legacy Capital Wealth Partners
Arkansas
$256M +$70.2M +38% 0.77% 70.4% 46 54.35% 0.3
Sara-Bay Financial
4072
Sara-Bay Financial
Florida
$256M -$9.8M -4% 4.82% 233% 87 17.24% 1
Arlington Financial Advisors
4073
Arlington Financial Advisors
California
$255M -$7.9M -3% 1.05% 67.6% 67 14.93% 2.3
HCIA
4074
Hochman Cole Investment Advisors
Illinois
$255M +$4.86M +2% 0.57% 42.7% 136 13.97% 3.2
Builders Union
4075
Builders Union
United Kingdom
$255M -$433M -63% 3.99% – 13 23.08% 0.6