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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)
Washington University
4051
Washington University
Missouri
$277M -$79.6M -22% 25.8% 44% 7 14.29% 0.7
Carrhae Capital
4052
Carrhae Capital
United Kingdom
$277M -$14.5M -5% 1.85% 182% 24 66.67% 0.3
44 Wealth Management
4053
44 Wealth Management
Oregon
$277M -$10.9M -4% 2.32% – 191 17.28% 1
Stonebridge Capital Management
4054
Stonebridge Capital Management
California
$277M -$10.2M -4% 1.96% – 101 2.97% 6.2
P/E Global LLC
4055
P/E Global LLC
Massachusetts
$277M – – 6.12% 49% 1 – 0
Liberty Wealth Management
4056
Liberty Wealth Management
California
$277M -$2.03B -88% 2.74% 64.2% 185 60.54% 1.4
Confluence Wealth Services
4057
Confluence Wealth Services
Pennsylvania
$277M -$33.1M -11% 0.15% 64.5% 1,303 81.96% 0.2
Meteora Capital
4058
Meteora Capital
Florida
$277M – – 0.92% 56.9% 181 – 0
Beaird Harris Wealth Management
4059
Beaird Harris Wealth Management
Texas
$277M +$3.07M +1% 0.34% 41.3% 777 29.99% 0.2
PSquared Asset Management
4060
PSquared Asset Management
Switzerland
$277M -$658M -70% 2.94% 178% 11 54.55% 0.4
Fairfield Financial Advisors
4061
Fairfield Financial Advisors
Massachusetts
$277M – – 3.38% – 312 – 0
Cannon Financial Strategists
4062
Cannon Financial Strategists
Georgia
$277M -$1.79M -0.6% 4.92% 56.7% 67 10.45% 2.3
WA
4063
Wealth Advisors
California
$277M -$11.6M -4% 4.78% 40% 79 26.58% 1.5
WA
4064
Winfield Associates
Ohio
$276M -$23.8M -8% 4.99% 77.8% 160 7.5% 4
Uncommon Cents Investing
4065
Uncommon Cents Investing
Wisconsin
$276M +$9.7M +4% 1.68% 91.4% 145 8.28% 2.8
Rainey & Randall Wealth Advisors
4066
Rainey & Randall Wealth Advisors
Florida
$276M +$32.8M +13% 4.58% 52.3% 58 17.24% 1.8
TS Financial Group (TSFG)
4067
TS Financial Group (TSFG)
Illinois
$276M -$11.3M -4% 4.04% 81% 1,051 17.41% 2
Selective Wealth Management
4068
Selective Wealth Management
Virginia
$276M +$30.9M +13% 3.13% 74.4% 815 24.29% 1.1
Knuff & Co
4069
Knuff & Co
California
$276M -$46.9M -15% 6.54% 85.8% 160 19.38% 2.4
22NW LP
4070
22NW LP
Washington
$275M -$48M -15% 3.39% 138% 26 7.69% 2
Ameraudi Asset Management
4071
Ameraudi Asset Management
New York
$275M +$13.3M +5% 0.96% 47.1% 61 27.87% 1.2
Susquehanna Foundation
4072
Susquehanna Foundation
Pennsylvania
$275M -$113M -29% 10.4% 36.7% 5 0% 3.5
Chesapeake Wealth Management
4073
Chesapeake Wealth Management
Virginia
$275M -$21.8M -7% 4.85% 65.9% 200 9.5% 3.1
High Net Worth Advisory Group
4074
High Net Worth Advisory Group
Florida
$275M -$11.3M -4% 3.31% 75.7% 743 13.73% 0.2
HM Capital Management
4075
HM Capital Management
Missouri
$275M +$12.3M +5% 3.9% 29.6% 62 12.9% 3.8