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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)
United Bank (Georgia)
4376
United Bank (Georgia)
Georgia
$148M +$12.8M +9% 7.01% 81.2% 79 7.59% 2.3
Rings Capital Management
4377
Rings Capital Management
Illinois
$147M +$14.9M +11% 13.1% 40.9% 5 0% 1
Turim 21 Investimentos
4378
Turim 21 Investimentos
Brazil
$147M -$76.1M -34% 13.9% 62.1% 22 27.27% 1.6
Seven Springs Wealth Group
4379
Seven Springs Wealth Group
Tennessee
$147M – – 13.9% 59.2% 197 – 0
Morgens Waterfall Vintiadis & Co
4380
Morgens Waterfall Vintiadis & Co
New York
$147M +$17M +13% 25.6% 594% 58 25.86% 1.3
Fort Baker Capital Management
4381
Fort Baker Capital Management
California
$147M +$38.7M +36% 29.6% 46.3% 30 90% 0.1
Westbourne Investment Advisors
4382
Westbourne Investment Advisors
Maryland
$147M +$12.9M +10% 12.6% 107% 98 9.18% 2.9
RBA Wealth Management
4383
RBA Wealth Management
California
$147M +$15.7M +12% 10.7% 77.7% 104 7.69% 0.6
FP
4384
Financial Perspectives
Minnesota
$147M – – 6.42% 87.8% 513 – 0
Tiemann Investment Advisors
4385
Tiemann Investment Advisors
California
$146M +$8.88M +6% 8.2% 77% 187 6.95% 4.1
Davis Rea
4386
Davis Rea
Ontario, Canada
$146M +$9.8M +7% 6.82% 66.9% 47 8.51% 3.8
Susquehanna Foundation
4387
Susquehanna Foundation
Pennsylvania
$146M +$16.4M +13% 12.6% 36.7% 4 0% 1.8
Marcho Partners
4388
Marcho Partners
United Kingdom
$146M – – 3.21% 115% 10 – 0
Schwarz Dygos Wheeler Investment Advisors
4389
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$146M +$20.2M +16% 10.4% 74% 88 7.95% 0.9
Cougar Global Investments
4390
Cougar Global Investments
Ontario, Canada
$146M -$3.22M -2% 2.86% 17.4% 19 0% 1.7
Radnor Financial Advisors
4391
Radnor Financial Advisors
Pennsylvania
$146M – – 6.92% 3.04% 17 – 0
Turiya Advisors Asia
4392
Turiya Advisors Asia
Hong Kong
$146M +$35.7M +32% 9.53% 247% 8 87.5% 0.1
Deane Retirement Strategies
4393
Deane Retirement Strategies
Louisiana
$146M +$5.88M +4% 2.27% 73.4% 68 35.29% 1.8
Marshall & Sullivan
4394
Marshall & Sullivan
Washington
$146M +$9.9M +7% 9.16% 82% 39 2.56% 4.3
Ascension Capital Advisors
4395
Ascension Capital Advisors
Texas
$146M – – 4.24% 59.3% 53 – 0
WPEP
4396
Walnut Private Equity Partners
Nebraska
$146M +$5.62M +4% 3.49% 48% 23 4.35% 3.9
FA
4397
Financial Advantage
Maryland
$146M -$838K -0.6% 6.64% 24.3% 154 34.42% 1.8
EisnerAmper Wealth Management Corporate Benefits
4398
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$146M +$7.86M +6% 5.4% 13% 36 8.33% 3.2
Strategic Blueprint
4399
Strategic Blueprint
Georgia
$146M +$12.7M +10% 6.87% 82.1% 470 82.77% 0.7
OptiFour Integrated Wealth Management
4400
OptiFour Integrated Wealth Management
Virginia
$145M +$4.57M +3% 4.87% – 74 4.05% 1.4