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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)
D.B. Root & Company
4101
D.B. Root & Company
Pennsylvania
$394M +$55.3M +16% 5.89% 57.3% 203 16.75% 3.9
Martin Investment Management
4102
Martin Investment Management
Florida
$394M +$3.42M +0.9% 4.05% 44% 52 7.69% 5.1
WA
4103
WP Advisors
California
$393M +$29.3M +8% 9.78% 113% 123 7.32% 4.2
NAH
4104
Neumann Advisory (HK)
Hong Kong
$393M +$113M +40% 37.3% 77.3% 9 11.11% 4.5
Farringdon Capital
4105
Farringdon Capital
United Kingdom
$393M +$95.7M +32% 3.94% – 685 75.77% 0.1
Weaver Consulting Group
4106
Weaver Consulting Group
California
$393M +$31.5M +9% 6.18% 56.4% 271 11.81% 3.2
WIM
4107
WIM Investment Management
Hong Kong
$393M +$92.1M +31% 19.9% – 23 43.48% 0.5
SSI
4108
Scott & Selber Inc
Texas
$393M +$33.8M +9% 11% 202% 96 7.29% 5
Legacy Capital Group California
4109
Legacy Capital Group California
California
$393M +$31.6M +9% 10.2% 129% 357 16.53% 1.4
Aspen Capital Management
4110
Aspen Capital Management
Idaho
$392M +$35.5M +10% 5.61% – 82 13.41% 0.4
Pacific Center for Financial Services
4111
Pacific Center for Financial Services
California
$392M +$23.5M +6% 6.14% 60.1% 480 4.17% 5.3
Charles-Lim Capital
4112
Charles-Lim Capital
Hong Kong
$392M -$9.14M -2% 4.45% 4.44% 9 44.44% 3.2
Birinyi Associates
4113
Birinyi Associates
Connecticut
$392M +$49.7M +15% 13.2% 133% 59 10.17% 6.9
WBI Investments
4114
WBI Investments
New Jersey
$391M +$5.85M +2% 10.6% 97.3% 381 51.71% 0.8
Diadema Partners
4115
Diadema Partners
New Jersey
$391M +$62.8M +19% 47.7% – 170 67.65% 0.2
Mezzasalma Advisors
4116
Mezzasalma Advisors
New Jersey
$391M +$57.6M +17% 15% 203% 160 9.38% 1.6
RIA Advisory Group
4117
RIA Advisory Group
Iowa
$390M +$50M +15% 12.1% – 160 23.75% 1.1
Brown, Lisle/Cummings
4118
Brown, Lisle/Cummings
Rhode Island
$390M +$13.9M +4% 6.52% 82.3% 785 4.84% 2.4
ShankerValleau Wealth Advisors
4119
ShankerValleau Wealth Advisors
Illinois
$390M +$39.1M +11% 11% 60.3% 44 13.64% 2
RA
4120
Resolute Advisors
California
$389M -$13.1M -3% 31.8% 36.7% 78 11.54% 2.3
Trustees of Dartmouth College
4121
Trustees of Dartmouth College
New Hampshire
$389M +$32.5M +9% 5.52% 52.5% 8 12.5% 1.8
RC
4122
Reik & Co
New York
$389M -$11.3M -3% 0.73% 47.2% 57 3.51% 8.2
Atlantic Edge Private Wealth Management
4123
Atlantic Edge Private Wealth Management
Florida
$389M +$24.6M +7% 7.17% 84.4% 561 12.12% 1.4
Whitcomb & Hess
4124
Whitcomb & Hess
Ohio
$389M +$34.3M +10% 8.4% 54% 58 8.62% 2.8
Global Wealth Strategies & Associates
4125
Global Wealth Strategies & Associates
Colorado
$389M +$39.5M +11% 7.15% 68.7% 498 27.11% 1.5