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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)
SIH MPH Rollover
4301
SIH MPH Rollover
New York
$232M +$96.9M +72% 71.5% – 1 0% 0.5
Carlton Hofferkamp & Jenks Wealth Management
4302
Carlton Hofferkamp & Jenks Wealth Management
Texas
$232M +$7.39M +3% 5.5% 63.9% 136 6.62% 3.5
William Marsh Rice University
4303
William Marsh Rice University
Texas
$232M +$43.5M +23% 9.86% 1.81% 8 62.5% 1.4
Financial Life Advisors
4304
Financial Life Advisors
Texas
$232M +$17.4M +8% 4.72% 47% 56 7.14% 1.7
Oakcliff Capital Partners
4305
Oakcliff Capital Partners
New York
$232M +$21.3M +10% 12.2% 133% 10 0% 3
Connacht Asset Management
4306
Connacht Asset Management
New York
$232M -$220M -49% 2.99% 63.8% 175 68% 0.2
Taylor Hoffman Wealth Management
4307
Taylor Hoffman Wealth Management
Virginia
$232M +$13.6M +6% 6.71% 47.8% 136 12.5% 2.6
Whitcomb & Hess
4308
Whitcomb & Hess
Ohio
$232M – – 3.32% 54% 27 – 0
ValueWorks
4309
ValueWorks
New York
$232M +$55.3M +31% 16.2% 190% 35 20% 3
Leonard Rickey Investment Advisors
4310
Leonard Rickey Investment Advisors
Washington
$231M -$17.9M -7% 4.56% 55.9% 75 14.67% 2
AB
4311
Atlas Brown
Kentucky
$231M +$20.3M +10% 7.25% 115% 179 4.47% 4.4
Arjuna Capital
4312
Arjuna Capital
North Carolina
$231M +$28M +14% 8.56% 105% 135 35.56% 1.3
Onyx Bridge Wealth Group
4313
Onyx Bridge Wealth Group
New York
$231M +$31.6M +16% 5.07% 74.6% 151 37.09% 0.3
Mitsubishi UFJ Asset Management (UK)
4314
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$231M +$5.09M +2% 10.8% 151% 90 21.11% 1.1
Strategic Investment Management
4315
Strategic Investment Management
Virginia
$231M -$12.3M -5% 5.58% 53.4% 12 16.67% 3.6
TF
4316
TRH Financial
Iowa
$231M +$34.3M +17% 6.44% – 81 16.05% 1.3
Seven Springs Wealth Group
4317
Seven Springs Wealth Group
Tennessee
$231M +$18.8M +9% 2.98% 59.2% 149 59.73% 1.1
HH
4318
HWG Holdings
Texas
$231M +$30.2M +15% 12% – 144 33.33% 1.2
Biechele Royce Advisors
4319
Biechele Royce Advisors
Indiana
$231M +$32.2M +16% 5.16% 39.2% 50 12% 2.4
Dark Forest Capital Management
4320
Dark Forest Capital Management
Puerto Rico
$231M – – 1.9% 63% 830 – 0
Baldrige Asset Management
4321
Baldrige Asset Management
Pennsylvania
$231M +$47.9M +26% 6.23% 43.5% 355 76.06% 0.4
Wills Financial Group
4322
Wills Financial Group
Virginia
$231M +$24.9M +12% 7.51% 57.5% 72 22.22% 3.3
Curtis Advisory Group
4323
Curtis Advisory Group
California
$231M +$4.97M +2% 8.09% 67.6% 76 6.58% 1.1
Evergreen Advisors
4324
Evergreen Advisors
Tennessee
$231M -$30.4M -12% 4.73% – 14 7.14% 1.6
Rutabaga Capital Management
4325
Rutabaga Capital Management
Massachusetts
$230M +$12.8M +6% 6.86% 57% 52 5.77% 3.1