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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)
NovaPoint Capital
4101
NovaPoint Capital
Georgia
$252M -$16.4M -6% 3.38% 94% 143 12.59% 2.5
Hill Island Financial
4102
Hill Island Financial
Michigan
$252M -$12.3M -5% 4.16% 78.3% 58 10.34% 1.4
272 Capital
4103
272 Capital
Texas
$252M -$20.7M -8% 5.11% 222% 93 52.69% 0.5
Lantz Financial
4104
Lantz Financial
Illinois
$251M -$4.07M -2% 2.72% 74.3% 194 6.19% 2.7
Weybosset Research & Management
4105
Weybosset Research & Management
Rhode Island
$251M -$21.9M -8% 6.04% 74.8% 47 17.02% 4.6
EnCap Energy Capital Fund X
4106
EnCap Energy Capital Fund X
Texas
$251M -$129M -34% 25% – 1 0% 0.3
Scott Capital Advisors
4107
Scott Capital Advisors
Oregon
$251M +$18.6M +8% 3.71% 50.9% 48 10.42% 1.3
Ballast Inc
4108
Ballast Inc
Kentucky
$251M -$10.3M -4% 3.52% 71.3% 120 8.33% 3.8
HCM
4109
Hudson Capital Management
New Jersey
$251M -$9.18M -4% 2.06% 66.8% 71 12.68% 3.3
Hartree Partners
4110
Hartree Partners
New York
$251M +$49.9M +25% 9.76% 138% 73 58.9% 0.4
Knuff & Co
4111
Knuff & Co
California
$251M -$16M -6% 6.04% 85.8% 125 4.8% 3.6
Fairhaven Wealth Management
4112
Fairhaven Wealth Management
Illinois
$251M -$10.8M -4% 4.32% – 127 11.81% 2.8
Trust Company of Oklahoma
4113
Trust Company of Oklahoma
Oklahoma
$251M -$19.7M -7% 3.35% 101% 152 11.84% 5.1
Ballast Advisors
4114
Ballast Advisors
Minnesota
$251M -$14.8M -6% 3% 66.7% 193 14.51% 3
Silver Heights Capital Management
4115
Silver Heights Capital Management
Ontario, Canada
$251M -$66.7M -21% 17.3% 39.8% 5 0% 6.1
Pivotal bioVenture Partners Investment Advisor
4116
Pivotal bioVenture Partners Investment Advisor
California
$251M -$52.6M -17% 19% 667% 13 15.38% 1.9
Empower Annuity Insurance Company
4117
Empower Annuity Insurance Company
Connecticut
$251M -$15M -6% 5.66% 0.86% 1 0% 0.8
Birinyi Associates
4118
Birinyi Associates
Connecticut
$251M -$23.3M -9% 2.88% 133% 57 14.04% 6.4
Kaydan Wealth Management
4119
Kaydan Wealth Management
Michigan
$251M +$11.9M +5% 0.66% 58% 98 13.27% 1.5
Cornerstone Advisors Asset Management
4120
Cornerstone Advisors Asset Management
Pennsylvania
$250M +$18.7M +8% 3.55% 41.2% 97 12.37% 1.2
Brown University
4121
Brown University
Rhode Island
$250M -$19.2M -7% 5.31% 37.9% 7 14.29% 1.5
PL Capital Advisors
4122
PL Capital Advisors
Florida
$250M -$564K -0.2% 1.84% 100% 35 5.71% 4.2
Semmax Financial Advisors
4123
Semmax Financial Advisors
North Carolina
$250M – – 3.24% – 368 – 2.8
Whitener Capital Management
4124
Whitener Capital Management
North Carolina
$250M -$11M -4% 3.7% 113% 152 8.55% 4
High Net Worth Advisory Group
4125
High Net Worth Advisory Group
Florida
$250M -$8.2M -3% 2.85% 75.7% 202 9.41% 1.6