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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)
Globe Life
4201
Globe Life
Texas
$398M -$2.35M -0.6% 1.77% 67.5% 2 0% 5.6
Bridgefront Capital
4202
Bridgefront Capital
Texas
$398M +$57.9M +17% 0.97% 52.1% 829 72.98% 0.2
First Wilshire Securities Management
4203
First Wilshire Securities Management
California
$398M +$21.7M +6% 3.82% 135% 90 10% 4.9
Vodafone Ventures
4204
Vodafone Ventures
United Kingdom
$397M – – 48% – 1 – 0
Astoria Strategic Wealth
4205
Astoria Strategic Wealth
Texas
$397M +$1.8M +0.5% 1.59% 42.1% 35 0% 4.2
Towarzystwo Funduszy Inwestycyjnych PZU SA
4206
Towarzystwo Funduszy Inwestycyjnych PZU SA
$397M -$24.8M -6% 3.09% – 698 7.45% 3.1
Sunflower Bank
4207
Sunflower Bank
Texas
$397M -$14.2M -3% 2.28% 42.7% 161 12.42% 3.2
tru Independence
4208
tru Independence
Oregon
$397M +$11.6M +3% 3.11% 67.4% 138 13.77% 3
LPWM LLC
4209
LPWM LLC
Minnesota
$396M +$21.6M +6% 1.3% 59.4% 88 5.68% 3.7
Hidden Lake Asset Management
4210
Hidden Lake Asset Management
New York
$395M -$387M -49% 2.09% 849% 60 75% 0.3
DCPAL
4211
Div Capital Phoenix Assets Ltd
$395M – – 3.73% – 13 – 0
Channel Wealth
4212
Channel Wealth
California
$395M +$21.1M +6% 2.77% 68.1% 185 12.97% 1.9
IAA
4213
Ironsides Asset Advisors
North Carolina
$395M +$6.72M +2% 0.45% 49.3% 81 16.05% 3.2
Gardner Lewis Asset Management
4214
Gardner Lewis Asset Management
Pennsylvania
$394M -$28.3M -7% 10.5% 240% 104 52.88% 2.6
Performa Ltd (US)
4215
Performa Ltd (US)
South Carolina
$394M +$17M +5% 1.21% 59.6% 58 20.69% 2.7
RI
4216
Rinkey Investments
California
$394M +$16.8M +4% 1.04% 42.1% 143 21.68% 1.4
Kelly Financial Group
4217
Kelly Financial Group
Connecticut
$393M +$16.4M +4% 1.54% – 98 4.08% 0.8
Trustees of Dartmouth College
4218
Trustees of Dartmouth College
New Hampshire
$393M +$3.97M +1% 1.64% 52.5% 10 30% 1.7
Xcel Wealth Management
4219
Xcel Wealth Management
Florida
$393M +$8.43M +2% 3.08% 98.8% 149 10.74% 3.7
Sequent Planning
4220
Sequent Planning
Nebraska
$393M +$40.5M +12% 1.58% – 237 19.83% 1
Redmond Asset Management
4221
Redmond Asset Management
Virginia
$392M -$15.1M -4% 0.71% 68.2% 203 5.42% 4.5
Pacific Center for Financial Services
4222
Pacific Center for Financial Services
California
$392M $0 0% 0.9% 60.1% 475 0% 5.5
CV Advisors
4223
CV Advisors
Florida
$392M +$31.1M +9% 3.26% 112% 54 18.52% 1.2
Engaged Capital
4224
Engaged Capital
California
$392M -$15.6M -4% 8.59% 26.2% 9 0% 1.7
BCGM Wealth Management
4225
BCGM Wealth Management
Indiana
$392M +$7.53M +2% 2.58% 54.9% 184 9.78% 2.7