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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)
MS
4076
Marshall & Sullivan
Washington
$125M +$17M +16% 4.62% 82% 42 4.76% 3.5
SIA
4077
Starfire Investment Advisers
Michigan
$125M -$39.9M -24% 2% 19.2% 237 87.76% 0.4
PCM
4078
Pointe Capital Management
Michigan
$125M -$10.7M -8% 2% 62.6% 159 11.32% 1
GECH
4079
Garnet Equity Capital Holdings
New York
$125M – – 11.7% 302% 26 – 1.3
CC
4080
Caldera Capital
Texas
$125M +$4.05M +3% 10% 84.5% 24 58.33% 0.4
TFCM
4081
Taylor Frigon Capital Management
Arizona
$125M – – 5.15% 131% 85 – 2.1
LIC
4082
Laurus Investment Counsel
Canada
$124M – – 11.1% 14.1% 29 – 0
YEPV
4083
Yorktown Energy Partners VI
New York
$124M – – 4.36% 7.3% 5 – 0
HP
4084
Harbourvest Partners
Massachusetts
$124M -$27.4M -18% 11.3% 8.96% 28 50% 0.9
FSH
4085
Franklin Square Holdings
Pennsylvania
$124M +$6.15M +5% 0.44% – 33 12.12% 0.6
BI
4086
Bredin Investment
Delaware
$124M – – 6.58% – 78 – 0
FLA
4087
Financial Life Advisors
Texas
$124M – – 3.06% 47% 50 – 0
B
4088
Bellecapital
Switzerland
$124M +$38.9M +46% 5.63% 128% 82 20.73% 1.5
WA
4089
Wheatland Advisors
Pennsylvania
$124M +$6.7M +6% 5.86% 30.5% 98 3.06% 3.2
SBA
4090
Secrest Blakey & Associates
North Carolina
$124M – – 4.73% 19.4% 100 – 0
KLC
4091
Knowledge Leaders Capital
Colorado
$123M -$82M -40% 7.72% 51.6% 62 38.71% 0.8
MAP
4092
Moody Aldrich Partners
Massachusetts
$123M +$26.2M +27% 6.22% 336% 103 25.24% 0.9
SBA
4093
Seven Bridges Advisors
New York
$123M +$4.2M +4% 8.51% – 140 20% 1.4
AA
4094
Antipodean Advisors
New York
$123M +$4.66M +4% 4.76% 67.8% 16 31.25% 0.6
WMRU
4095
William Marsh Rice University
Texas
$123M +$4.31M +4% 3.92% 4.44% 4 25% 0.8
OWA
4096
One Wealth Advisors
California
$123M – – 6.88% 66% 575 – 0
EWMCB
4097
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$123M +$6.78M +6% 4.17% 13% 34 11.76% 2.2
BKA
4098
Brick & Kyle Associates
Pennsylvania
$123M -$617K -0.5% 4.39% 97.4% 102 6.86% 2.6
WI
4099
Wedgewood Investors
Pennsylvania
$123M +$4.36M +4% 3.49% – 137 5.11% 3.5
BOIA
4100
Bush ODonnell Investment Advisors
Missouri
$123M -$8.15M -6% 6.28% 45.9% 49 8.16% 3.6