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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)
Eldred Rock Partners
4276
Eldred Rock Partners
Texas
$385M -$15.5M -4% 7.36% 109% 33 12.12% 1.6
Core Wealth Advisors (Florida)
4277
Core Wealth Advisors (Florida)
Florida
$385M +$1.9M +0.5% 2.52% 59.7% 98 10.2% 2.3
O'Keefe Stevens Advisory
4278
O'Keefe Stevens Advisory
New York
$385M +$16M +4% 6.85% 208% 69 7.25% 3.9
Plan Group Financial
4279
Plan Group Financial
Oklahoma
$385M +$12.8M +3% 2.65% 63.4% 219 23.29% 1.2
Seafarer Capital Partners
4280
Seafarer Capital Partners
California
$385M +$34.3M +10% 3.4% 61.3% 9 22.22% 3.1
Hartford Financial Management
4281
Hartford Financial Management
Connecticut
$385M +$7.26M +2% 2.44% 87.9% 345 3.48% 7
Home Federal Bank of Tennessee
4282
Home Federal Bank of Tennessee
Tennessee
$385M +$10.9M +3% 3.27% 74% 79 5.06% 7.3
Dayah Capital
4283
Dayah Capital
Connecticut
$385M – – 12.8% – 36 – 0
AWA
4284
Aquire Wealth Advisors
Utah
$385M -$21.7M -5% 2.35% 60.2% 52 9.62% 2.8
Delta Financial Advisors
4285
Delta Financial Advisors
Louisiana
$385M +$30.5M +9% 3.96% 107% 153 7.84% 4
Boltwood Capital Management
4286
Boltwood Capital Management
California
$385M +$8.88M +2% 2.07% 63% 186 6.45% 6.4
Alpine Investment Management
4287
Alpine Investment Management
Hong Kong
$384M +$89M +30% 12.3% 33.7% 11 63.64% 0.3
Truffle Hound Capital
4288
Truffle Hound Capital
Maryland
$384M +$26.4M +7% 8.32% – 57 21.05% 0.6
WBI Investments
4289
WBI Investments
New Jersey
$384M -$7.57M -2% 2.72% 105% 401 49.38% 0.8
Premier Financial Group
4290
Premier Financial Group
California
$384M +$9.31M +2% 3.6% – 84 59.52% 0.3
Opal Wealth Advisors
4291
Opal Wealth Advisors
New York
$384M +$24.2M +7% 2.42% 62.3% 222 19.37% 2.2
Accel Leaders 4 Associates
4292
Accel Leaders 4 Associates
California
$383M -$131M -25% 25.4% – 1 0% 1
Bluescape Energy Partners
4293
Bluescape Energy Partners
Texas
$383M -$47.4M -11% 4.28% 57.9% 6 16.67% 4.2
Roberts Wealth Advisors
4294
Roberts Wealth Advisors
California
$383M +$7.14M +2% 4.48% 81.1% 104 10.58% 2.4
Sherborne Investors Management
4295
Sherborne Investors Management
New York
$383M -$4.42M -1% 1.14% 54.2% 1 0% 3
EnCap Partners
4296
EnCap Partners
Texas
$383M -$139M -27% 4.48% – 2 0% 0.9
Bay Harbor Wealth Management
4297
Bay Harbor Wealth Management
Maryland
$383M +$12.6M +3% 1.6% 52.9% 1,353 7.46% 1
NI
4298
Naria Inc
Bahamas
$383M -$32.9M -8% 7.92% – 1 0% 1
SFC
4299
SEG Family Corp
$383M -$127M -25% 15.1% – 1 0% 0.5
CSWG
4300
Cardinal Strategic Wealth Guidance
Kentucky
$383M +$10.9M +3% 2.92% 76% 62 11.29% 3.9