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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)
Patient Square Capital
4226
Patient Square Capital
California
$374M +$96.5M +35% 79.9% 329% 27 40.74% 0.6
Home Federal Bank of Tennessee
4227
Home Federal Bank of Tennessee
Tennessee
$374M +$21.1M +6% 6.88% 74% 78 2.56% 7.4
TSP Capital Management Group
4228
TSP Capital Management Group
New Jersey
$374M +$55.1M +17% 24.4% 186% 44 100% 5.7
KLCM
4229
KG&L Capital Management
Louisiana
$374M +$34.9M +10% 8.47% 91.9% 228 24.12% 2.8
MM
4230
Meridian Management
Arkansas
$374M +$7.81M +2% 4.76% 57.8% 83 10.84% 6.1
BankPlus Trust Department
4231
BankPlus Trust Department
Mississippi
$374M +$35.7M +11% 6.95% – 470 10.21% 0.7
Running Point Capital Advisors
4232
Running Point Capital Advisors
California
$373M +$10.9M +3% 4.99% 52.1% 199 11.06% 2.6
WA
4233
WealthTrust Axiom
Pennsylvania
$373M +$33.2M +10% 11.9% 125% 279 9.32% 6.1
PYA Waltman Capital
4234
PYA Waltman Capital
Tennessee
$373M +$25.8M +7% 5.86% 62.4% 81 7.41% 3.2
MSH Capital Advisors
4235
MSH Capital Advisors
Arizona
$373M +$26M +7% 6.28% 66.5% 255 9.8% 2.5
Gradient Capital Advisors
4236
Gradient Capital Advisors
California
$373M +$34.6M +10% 8.41% 78.5% 171 7.6% 4.5
First Washington Corp
4237
First Washington Corp
Washington
$373M +$62.8M +20% 9.97% 142% 57 8.77% 4.5
Triumph Capital Management
4238
Triumph Capital Management
Colorado
$373M +$39.7M +12% 5.84% 55.5% 342 23.1% 1.4
Princeton Capital Management
4239
Princeton Capital Management
New Jersey
$373M +$35.9M +11% 12.6% 206% 142 12.68% 3.8
Roman Butler Fullerton & Co
4240
Roman Butler Fullerton & Co
Missouri
$373M +$33.4M +10% 8.85% 134% 273 17.22% 3.2
Promethos Capital
4241
Promethos Capital
Massachusetts
$373M +$76.3M +26% 3.35% – 49 28.57% 1.3
Plan Group Financial
4242
Plan Group Financial
Oklahoma
$372M +$68.4M +22% 6.45% 63.4% 193 21.76% 1.1
Access Investment Management
4243
Access Investment Management
Georgia
$372M +$20.9M +6% 7.66% – 185 15.14% 0.9
BridgePort Financial Solutions
4244
BridgePort Financial Solutions
Iowa
$372M +$71.2M +24% 7.31% – 247 24.7% 0.5
Fortitude Family Office
4245
Fortitude Family Office
Arizona
$372M +$67.2M +22% 7.31% 81.1% 2,170 15.62% 0.8
Highline Wealth Partners
4246
Highline Wealth Partners
California
$372M +$33.8M +10% 8.15% 93.8% 1,140 27.11% 1.2
CSWG
4247
Cardinal Strategic Wealth Guidance
Kentucky
$372M +$25.2M +7% 7.5% 67.3% 64 12.5% 3.9
PI
4248
Pennant Investors
New Jersey
$372M +$37.4M +11% 42% 372% 16 6.25% 3
QCI
4249
Quaker Capital Investments
Pennsylvania
$372M +$44.1M +13% 31.9% 107% 21 19.05% 2.4
Fischer Financial Services
4250
Fischer Financial Services
Pennsylvania
$371M +$31.4M +9% 9.42% – 66 10.61% 0.7