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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)
Legacy Wealth Asset Management
4376
Legacy Wealth Asset Management
Minnesota
$225M +$8.54M +4% 7.06% 116% 306 7.52% 0.5
LWA
4377
LWS Wealth Advisors
New Jersey
$225M +$4.64M +2% 4.34% 8.87% 62 12.9% 1.3
BDWCC
4378
B&D White Capital Company
Texas
$225M +$36.7M +20% 7.34% 38.1% 59 52.54% 0.3
Berkeley Capital Partners
4379
Berkeley Capital Partners
Georgia
$225M +$17.3M +8% 5.69% 62.8% 136 13.24% 2.5
VisionPoint Advisory Group
4380
VisionPoint Advisory Group
Texas
$224M +$15.7M +8% 7.95% 79.3% 121 31.4% 0.9
CP
4381
Columbus Point
United Kingdom
$224M +$58.6M +35% 10.3% – 17 17.65% 0.4
McLean Asset Management
4382
McLean Asset Management
Virginia
$224M +$97.6M +77% 3.81% 64.3% 117 11.97% 0.4
Unio Capital
4383
Unio Capital
New Jersey
$224M +$13M +6% 10.6% 97.8% 57 7.02% 2.4
Silverarc Capital Management
4384
Silverarc Capital Management
Massachusetts
$224M +$40.9M +22% 1.21% 2,765% 127 52.76% 0.3
Family Legacy Inc
4385
Family Legacy Inc
South Carolina
$224M +$14.7M +7% 5.59% 89% 110 3.64% 3
KPCB XV Associates
4386
KPCB XV Associates
California
$224M -$8.11M -3% 13.1% – 4 0% 0.5
Madison International Realty Holdings
4387
Madison International Realty Holdings
New York
$224M +$23.4M +12% 12.7% – 7 28.57% 3
Palisades Hudson Asset Management
4388
Palisades Hudson Asset Management
Florida
$224M +$13.7M +7% 6.25% 66.8% 111 1.8% 4.4
Union Square Park Capital Management
4389
Union Square Park Capital Management
New York
$224M -$80M -26% 5.93% 75.8% 116 67.24% 0.2
Bornite Capital Management
4390
Bornite Capital Management
New York
$224M – – 10.7% 208% 28 – 0
HRC
4391
Hoertkorn Richard Charles
$223M +$20.9M +10% 9.33% 172% 83 4.82% 5.7
Ogorek Anthony Joseph
4392
Ogorek Anthony Joseph
New York
$223M +$20.4M +10% 7.44% 61.1% 208 6.73% 2.4
AIA
4393
AIMZ Investment Advisors
California
$223M +$18.7M +9% 7.57% 81.3% 116 7.76% 4.5
Canvas Wealth Advisors
4394
Canvas Wealth Advisors
Kansas
$223M +$51.4M +30% 9.16% 115% 123 12.2% 0.2
Rings Capital Management
4395
Rings Capital Management
Illinois
$223M +$33.1M +17% 17.6% 40.9% 8 0% 1.8
SCA
4396
Sander Capital Advisors
Washington
$223M +$32.2M +17% 16.3% 113% 19 31.58% 1.5
Neumann Capital Management
4397
Neumann Capital Management
California
$223M +$12.3M +6% 7.95% 89.9% 85 4.71% 4.9
HMS Capital Management
4398
HMS Capital Management
Tennessee
$222M -$13.8M -6% 10.3% 140% 153 33.99% 1.6
Tri-Star Advisors
4399
Tri-Star Advisors
Texas
$222M +$15.3M +7% 4.48% 3.07% 47 17.02% 0.7
Claro Advisors
4400
Claro Advisors
Massachusetts
$222M +$24.8M +13% 7.61% 85.5% 242 13.64% 1.5