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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)
Rialto Wealth Management
4151
Rialto Wealth Management
New York
$358M +$39.4M +12% 7.91% – 1,778 48.37% 0.2
Engaged Capital
4152
Engaged Capital
California
$358M -$34.6M -9% 3.04% 26.2% 10 40% 1.6
Clayton Dubilier & Rice
4153
Clayton Dubilier & Rice
New York
$357M -$78.5M -18% 21.4% 176% 3 66.67% 2
Elevated Capital Advisors
4154
Elevated Capital Advisors
Utah
$357M $0 0% 4.76% 46% 252 0% 2.2
Aspen Capital Management
4155
Aspen Capital Management
Idaho
$357M +$44.1M +14% 7.47% – 75 16% 0.2
Trustees of Dartmouth College
4156
Trustees of Dartmouth College
New Hampshire
$357M +$3.59M +1% 7.67% 52.5% 7 28.57% 1.8
Bridge City Capital
4157
Bridge City Capital
Oregon
$356M +$23.1M +7% 12.2% 120% 109 5.5% 4.2
One Charles Private Wealth Services
4158
One Charles Private Wealth Services
Massachusetts
$356M +$47.1M +15% 6.76% 99.7% 169 16.57% 2.5
G2 Capital Management
4159
G2 Capital Management
Ohio
$356M +$25.8M +8% 7.9% 55.1% 68 11.76% 2.3
Astoria Portfolio Advisors
4160
Astoria Portfolio Advisors
New York
$356M +$62.3M +21% 9.24% 75.4% 279 22.58% 1.6
O'Keefe Stevens Advisory
4161
O'Keefe Stevens Advisory
New York
$356M +$50.7M +17% 17.1% 208% 72 11.11% 3.5
Towarzystwo Funduszy Inwestycyjnych PZU SA
4162
Towarzystwo Funduszy Inwestycyjnych PZU SA
$356M +$62.4M +21% 18.9% – 679 6.77% 2.8
Greenlea Lane Capital Management
4163
Greenlea Lane Capital Management
Connecticut
$355M +$66M +23% 14.8% 99.7% 8 0% 4
Hartree Partners
4164
Hartree Partners
New York
$355M +$77.3M +28% 7.89% 138% 86 62.79% 0.5
Summit Rock Advisors
4165
Summit Rock Advisors
New York
$355M +$211M +147% 16.3% – 3 100% 0
Supplemental Annuity Collective Trust (SACT) of New Jersey
4166
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355M +$36.5M +11% 15.7% 147% 211 4.74% 7.7
BCGM Wealth Management
4167
BCGM Wealth Management
Indiana
$355M +$29.2M +9% 7.79% 54.9% 165 8.48% 2.5
Operose Advisors
4168
Operose Advisors
Wisconsin
$355M +$52.7M +17% 10.3% 68.8% 424 12.26% 2.2
Whitcomb & Hess
4169
Whitcomb & Hess
Ohio
$355M +$24.3M +7% 6.7% 54% 57 10.53% 2.7
West Michigan Advisors
4170
West Michigan Advisors
Michigan
$354M +$52.9M +18% 9.19% 86.6% 250 21.6% 1.7
Rock Point Advisors
4171
Rock Point Advisors
Vermont
$354M +$30.3M +9% 9.36% 82.8% 114 11.4% 4.8
MI
4172
M3F Inc
Utah
$354M -$9.38M -3% 0.08% 139% 32 9.38% 3.6
Hurlow Wealth Management Group
4173
Hurlow Wealth Management Group
Indiana
$354M +$34.1M +11% 8.31% 55.8% 131 11.45% 4.2
Searle & Co
4174
Searle & Co
Connecticut
$354M +$3.14M +0.9% 6.47% 93.8% 186 6.99% 5
Whetstone Capital Advisors
4175
Whetstone Capital Advisors
Kansas
$354M +$128M +56% 67.2% 282% 38 42.11% 1.8