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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)
Bouvel Investment Partners
4226
Bouvel Investment Partners
Pennsylvania
$442M +$97.7M +28% 44% 199% 95 29.47% 2
Franklin, Parlapiano, Turner & Welch
4227
Franklin, Parlapiano, Turner & Welch
Texas
$442M +$22.6M +5% 7.51% 41.6% 57 7.02% 7.7
HH
4228
HWG Holdings
Texas
$442M +$57.7M +15% 23.1% – 64 45.31% 2.3
Cerro Pacific Wealth Advisors
4229
Cerro Pacific Wealth Advisors
California
$442M +$61M +16% 17.1% – 173 12.72% 3.3
Sagewood Asset Management
4230
Sagewood Asset Management
New York
$442M +$123M +38% 18.6% – 460 32.83% 0.3
Doliver Advisors
4231
Doliver Advisors
Texas
$442M +$2.02M +0.5% 5.39% 92.3% 196 10.71% 3.8
Twin Peaks Wealth Advisors
4232
Twin Peaks Wealth Advisors
California
$442M +$44.4M +11% 17.9% – 2,368 90.63% 1.4
EdgeRock Capital
4233
EdgeRock Capital
Colorado
$441M +$71.8M +19% 15.9% 71.3% 142 16.9% 1.4
AA
4234
Alta Advisers
United Kingdom
$441M +$165M +60% 27.9% 114% 224 10.27% 2.7
PTB
4235
Pioneer Trust Bank
Oregon
$441M +$29M +7% 11.1% 61.4% 90 11.11% 7.6
Morton Brown Family Wealth
4236
Morton Brown Family Wealth
Pennsylvania
$441M +$62.7M +17% 11% 54.5% 424 32.78% 1.8
CSWG
4237
Cardinal Strategic Wealth Guidance
Kentucky
$441M +$61.8M +16% 15.7% 67.3% 74 24.32% 3.8
Long Walk Management
4238
Long Walk Management
Connecticut
$441M +$97.3M +28% 24.6% 302% 16 43.75% 1.1
Droms Strauss Advisors
4239
Droms Strauss Advisors
Missouri
$441M +$57.9M +15% 16.3% 68.7% 87 18.39% 3.6
Roberts Wealth Advisors
4240
Roberts Wealth Advisors
California
$440M +$46.3M +12% 14% 81.1% 116 9.48% 2.6
EC
4241
Euclidean Capital
New York
$440M +$47.5M +12% 9.15% 79.7% 11 9.09% 3.6
Turiya Advisors Asia
4242
Turiya Advisors Asia
Hong Kong
$440M -$56.7M -11% 62.6% 247% 5 40% 0.5
New Capital Management
4243
New Capital Management
Texas
$439M +$33.4M +8% 8.19% 55.4% 61 4.92% 3.7
OnyxPoint Global Management
4244
OnyxPoint Global Management
New York
$439M +$14.5M +3% 6.63% 162% 40 47.5% 0.6
HighVista Strategies
4245
HighVista Strategies
Massachusetts
$439M +$76.4M +21% 35.3% 622% 185 36.22% 1.1
Bridge City Capital
4246
Bridge City Capital
Oregon
$438M +$77.3M +21% 33.7% 120% 120 15% 4.1
Astoria Strategic Wealth
4247
Astoria Strategic Wealth
Texas
$438M +$43.9M +11% 10.1% 42.1% 38 7.89% 4.5
Citizens & Northern Corp
4248
Citizens & Northern Corp
Pennsylvania
$438M +$36.7M +9% 14.8% 73.3% 128 15.63% 5.8
Prudent Man Advisors
4249
Prudent Man Advisors
Illinois
$438M +$104M +31% 22.1% 82.8% 149 15.44% 3.7
Fairway Wealth
4250
Fairway Wealth
Ohio
$437M +$58.4M +15% 12.8% – 258 33.72% 1.2