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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)
Atticus Wealth Management
4351
Atticus Wealth Management
Florida
$420M +$51.2M +14% 14.4% 73.9% 190 11.58% 3.8
Liberty Square Wealth Partners
4352
Liberty Square Wealth Partners
Pennsylvania
$420M +$61.4M +17% 15% – 145 6.21% 1.4
University of Chicago
4353
University of Chicago
Illinois
$420M +$96.3M +30% 37.8% 62.3% 15 20% 1.6
Ballast Advisors
4354
Ballast Advisors
Minnesota
$420M +$76.1M +22% 11.8% 66.7% 407 54.3% 4.3
Prairie Wealth Advisors
4355
Prairie Wealth Advisors
Nebraska
$420M +$189M +82% 13.8% – 256 0.39% 0.1
325 Capital
4356
325 Capital
New York
$419M +$145M +53% 43.5% 226% 12 0% 2.8
Roman Butler Fullerton & Co
4357
Roman Butler Fullerton & Co
Missouri
$419M +$55.5M +15% 17.1% 134% 301 18.27% 3.4
Xcel Wealth Management
4358
Xcel Wealth Management
Florida
$419M +$57.5M +16% 22.1% 98.8% 147 14.29% 3.7
NTCM
4359
Nut Tree Capital Management
New York
$419M +$174M +71% 31.5% 101% 8 50% 1.5
Daybright Advisory Services
4360
Daybright Advisory Services
Florida
$419M +$57.6M +16% 20.5% – 152 17.11% 0.4
KFS
4361
Kurt F. Somerville
$419M +$39.7M +10% 27.3% 92.9% 98 8.16% 6.9
TM
4362
Thiel Macro
California
$419M – – 1.85% – 8 – 0
Sunflower Bank
4363
Sunflower Bank
Texas
$418M +$26M +7% 15.6% 42.7% 168 13.1% 3.4
New England Capital Financial Advisors
4364
New England Capital Financial Advisors
Connecticut
$418M +$53M +15% 8.36% 55.6% 447 8.5% 2.6
Centurion Wealth Management
4365
Centurion Wealth Management
Virginia
$418M -$25.6M -6% 13.6% – 330 18.48% 2
TSP Capital Management Group
4366
TSP Capital Management Group
New Jersey
$418M +$8.17M +2% 8.13% 186% 43 100% 0.3
Fi3 Financial Advisors
4367
Fi3 Financial Advisors
Indiana
$418M +$71.5M +21% 18.6% 83.1% 282 40.43% 1.4
Landmark Wealth Management (New York)
4368
Landmark Wealth Management (New York)
New York
$418M +$44.4M +12% 11.3% 37.9% 152 3.29% 1.6
Concentrum Wealth Management
4369
Concentrum Wealth Management
California
$418M +$79.2M +23% 35.9% 174% 130 16.92% 2.3
Vestwell Advisors
4370
Vestwell Advisors
New York
$418M +$52.7M +14% 14.1% – 26 0% 0.7
RA
4371
Resolute Advisors
California
$417M +$176M +73% 27.9% 36.7% 107 39.25% 2.4
Almitas Capital
4372
Almitas Capital
California
$417M -$25.2M -6% 1.7% 86.1% 150 37.33% 0.7
Consilio Wealth Advisors
4373
Consilio Wealth Advisors
Washington
$417M +$75M +22% 16.1% 66.4% 118 21.19% 1.9
Seascape Capital Management
4374
Seascape Capital Management
New Hampshire
$417M +$70M +20% 25.8% 111% 100 13% 3.5
EPG Wealth Management
4375
EPG Wealth Management
Georgia
$417M +$48.6M +13% 20.6% 96% 344 14.53% 1.5